More Insights

05/30/25 07:43 AM EDT

Cartoon of the Day

05/30/25 07:43 AM EDT

CHART OF THE DAY: #Quad2 in Action

05/29/25 02:31 PM EDT

Trump Tariffs Scorched in Court → Hedgeye Called It Weeks Early

05/29/25 01:06 PM EDT

Stock Spotlight: AHR Is Up +146% Since Featured on 'The Call @ Hedgeye'

05/29/25 12:02 PM EDT

FLASHBACK: Judicial Risk to Trump Tariff Policy (4/7/25)

05/29/25 07:36 AM EDT

Cartoon of the Day

05/29/25 07:36 AM EDT

CHART OF THE DAY: US Real GPD QoQ SAAR Projections

05/28/25 01:37 PM EDT

FHFA’s Bill Pulte Takes Aim at FICO 'Monopoly'

05/28/25 01:34 PM EDT

McCullough: Get USD Right, Get Macro Right

05/28/25 07:35 AM EDT

Cartoon of the Day

05/28/25 07:32 AM EDT

CHART OF THE DAY: Top 12 Performing Asset Allocations in Portfolio Solutions

05/27/25 01:56 PM EDT

McCullough: Process > Predictions

05/27/25 07:27 AM EDT

Cartoon of the Day

05/27/25 07:27 AM EDT

CHART OF THE DAY: 3 Global Equity Allocations We Are Buying the Dips In

05/23/25 11:42 AM EDT

Steiner: Europe Trade Deal? “Like Herding Cats”

05/23/25 10:55 AM EDT

The Case for CLOs: Why These ETFs Belong in a Modern Portfolio

05/23/25 07:36 AM EDT

Cartoon of the Day

05/23/25 07:32 AM EDT

CHART OF THE DAY: US CDS has a 0.29 Correlation to UST 10yr Yields

05/22/25 01:51 PM EDT

Three Reasons To Buy Bitcoin (Right Now)

05/22/25 07:35 AM EDT

Cartoon of the Day

05/22/25 07:30 AM EDT

CHART OF THE DAY: 10-Year US Treasury Yield (EOD) INDX

05/21/25 07:34 AM EDT

Cartoon of the Day

05/21/25 07:34 AM EDT

CHART OF THE DAY: #BAG7 Turns into the #MOAB5 In Quad 4 to Quad 2 Pivots

05/20/25 02:45 PM EDT

$EYE Don’t Lie: The Signal Was There

05/20/25 07:51 AM EDT

Cartoon of the Day

05/20/25 07:51 AM EDT

CHART OF THE DAY: Germany $EWG And Utilities $XLU Going to All Time Highs, And We Are Long

05/19/25 02:14 PM EDT

McCullough: Moody’s Downgrade Is Just ‘Macro Tourist Clickbait’

05/19/25 11:10 AM EDT

Dollar Down—Your Guide to this Week’s Volatility

05/19/25 07:39 AM EDT

Cartoon of the Day

05/19/25 07:33 AM EDT

CHART OF THE DAY: Global Quad 2 > Recession Narratives on US Tariffs

05/16/25 02:15 PM EDT

McCullough: 'We're Here to Execute - Not to Bullsh*t You'

05/16/25 12:45 PM EDT

Webcast Wednesday @ 11AM ET | Keith McCullough & Danielle Gilbert on CLO Market

05/16/25 08:18 AM EDT

CHART OF THE DAY: Monthly Quads: NTM

05/16/25 08:09 AM EDT

Cartoon of the Day

05/15/25 03:36 PM EDT

Alibaba Breakdown: Felix Wang on $BABA

05/15/25 01:56 PM EDT

More Turbulence over Fed Independence?

05/15/25 11:06 AM EDT

China’s Keynesian Model Is Crumbling. It Needs a Trade Deal, Fast.

05/15/25 08:32 AM EDT

CHART OF THE DAY: Tariffs are Still at a Rate of ~15.4%

05/15/25 07:23 AM EDT

Cartoon of the Day

05/14/25 07:21 PM EDT

REPLAY | GEOPOLITICS | Spanning the Globe with Col. McCausland

05/14/25 12:45 PM EDT

Bitcoin Dominance → Decoupling From the Rest of Crypto

05/14/25 08:53 AM EDT

Cartoon of the Day

05/14/25 08:32 AM EDT

CHART OF THE DAY: Tariffs Are Not Gone and Still at The Highest Level Since 1938

05/14/25 08:21 AM EDT

GEOPOLITICS | McCausland -The Next 100 Days: Trump’s Nat'l Security Trajectory + CALL TODAY@10:00AM

05/13/25 09:00 AM EDT

CHART OF THE DAY: We Respect Trend Breakouts Not Chasing and Covering with a Rules Based Process

05/13/25 07:54 AM EDT

Cartoon of the Day

05/12/25 03:28 PM EDT

Dollar Breakout. Yield Spike. Global Risk-On. Is Quad 2 Taking Over?

05/12/25 02:35 PM EDT

McCullough: China On The Fence—It's More Than Just Tariffs & B.S. Data

05/12/25 07:44 AM EDT

Cartoon of the Day

05/12/25 07:39 AM EDT

CHART OF THE DAY: US Correlation Trades and CHINA

05/10/25 06:05 PM EDT

Why Did the Market Bounce Back After "Liberation Day" Losses?

05/09/25 02:00 PM EDT

Steiner: The Signal Is Our North Star

05/09/25 11:57 AM EDT

WATCH | The Pitch: High Conviction Stock Ideas From Hedgeye Analysts

05/09/25 08:07 AM EDT

Cartoon of the Day

05/09/25 07:58 AM EDT

CHART OF THE DAY: April Plot Twist!

05/08/25 02:59 PM EDT

Stock Spotlight: Tapestry (TPR) Is Up 86% Since Highlighted on "The Call @ Hedgeye"

05/08/25 07:34 AM EDT

Cartoon of the Day

05/08/25 07:24 AM EDT

CHART OF THE DAY: Foreign Direct Investment In The U.S. As Of 2023

05/07/25 01:01 PM EDT

McCullough: Get Excited To Trade The 'Chop Bucket'

05/07/25 07:51 AM EDT

Cartoon of the Day

05/07/25 07:42 AM EDT

CHART OF THE DAY: YTD We Are Long The Top Performing US Equity Sector Styles And Short The Worst

05/06/25 01:52 PM EDT

McCullough: Gold Remains the #1 Macro Position

05/06/25 07:34 AM EDT

Cartoon of the Day

05/06/25 07:29 AM EDT

CHART OF THE DAY: Gold Nearing Cycle Highs, But CFTC Positioning Is Not Bullish Enough

05/05/25 03:50 PM EDT

EXCLUSIVE EVENT: May 8, 2025, 11:00 AM ET | Quad 4 Bottom? Timing Tariffs vs. Tax Cuts. And More

05/05/25 02:35 PM EDT

FLASHBACK | Hedgeye Nails Skechers Call, Again. $SKX Gains 25%

05/05/25 07:51 AM EDT

Cartoon of the Day

05/05/25 07:47 AM EDT

CHART OF THE DAY: Gold Rips Higher from Risk Range Lows, Crushes Consensus with Real Alpha

05/02/25 03:10 PM EDT

McCullough: Tickers Should Earn The Respect of Your Capital

05/02/25 11:05 AM EDT

SPECIAL WEBCAST | Risk + Opportunity: China series w/ JT Taylor, Derek Scissors, & Dennis Kwok

05/02/25 07:28 AM EDT

Cartoon of the Day

05/02/25 07:24 AM EDT

CHART OF THE DAY: Initial Jobless Claims: Federal Employees

05/01/25 02:34 PM EDT

SPECIAL WEBCAST | Trump’s First 100 Days – What’s Changed & What Comes Next

05/01/25 12:56 PM EDT

WATCH | Jurrien Timmer 1-on-1 with Keith McCullough

05/01/25 07:46 AM EDT

Cartoon of the Day

05/01/25 07:43 AM EDT

CHART OF THE DAY: S&P 500 Breaking Out Above TRADE But Inside of Trend

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