09/24/19 08:13 AM EDT

#FullCycleInvesting: 7 Long Ideas

Keith McCullough

Below is a chart and brief excerpt from today's Early Look written by CEO Keith McCullough. Click here to learn more.

What’s most fascinating about the super short-term FOMO phenomenon is that consensus doesn’t have it for what’s been working for the last 12 months:

A) Treasuries (across the curve)
B) Gold, Silver, Platinum
C) Bond Proxies (REITS, Utilities, Consumer Staples)

They had it for story stocks like NFLX and TSLA. In today’s Chart of The Day, you can see what the 12 month #FullCycleInvesting returns are for the ABC things vs. everything that’s pumped (to you) and dumped (on you) every day @CNBC.

#FullCycleInvesting: 7 Long Ideas

Cartoon of the Day

CHART OF THE DAY: Racing In The Rain + OODA (Observe, Orient, Decide, Act) Loop

Cartoon of the Day: Laughingstock

CHART OF THE DAY: Historic Volatility (One of the Largest $VIX Spikes Ever)

Feeling the Squeeze: How Surging Inflation is Affecting Everyday Life

Cartoon of the Day: Head In the Clouds

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

Macro Monday 12/16/24: Inflation is Back, and Consensus is Catching Up

What Most Investors Get Wrong About Market Crashes—and How You Can Avoid the Next One

Know When to Get Out: Staying Ahead of Market Crashes

Cartoon of the Day: When Hell Freezes Over

Stock Spotlight: Hubspot Gains +36% in Under 90 Days—Why We're Still Bullish

Reducing Government Spending Is Key To Reduce Inflation

CHART OF THE DAY: Russell 2000 Has Sucked the Tail Pipe of Alpha Generation

Cartoon of the Day: Reality Check

CHART OF THE DAY: We Continue to Buy Growth $QQQ While Shorting Bonds $TLT

Sign up for free: Hedgeye's Market Brief