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🚨 NEW BEST IDEA LONG: $EYE Hedgeye analyst Tom Tobin (Tom Tobin) has successfully navigated $EYE — both on the short side and the long side—for years. Now, he’s turning even more bullish. After a 40%+ move post-1Q25 earnings, Tom sees a clear path to a double from here. He’s

$SPX flirting with the GEX Flip at 5,864 - entering negative gamma territory where market moves self-amplify in both directions. Dealers' hedging will now accelerate rather than dampen volatility. Prepare for potentially wilder swings ahead. Tier1 Alpha

Bitcoin Dominance → Decoupling From the Rest of Crypto app.hedgeye.com/insights/16611… via @hedgeye Ishmael Asad

Cartoon of the Day: 🎵🫧 "Tiny bubbles (tiny bubbles) In the wine (in the wine) Make me happy (make me happy) Make me feel fine (make me feel fine)..." app.hedgeye.com/insights/16643…

🏠 The TRUTH about homeownership in 2025 📉 S&P 500 has doubled housing returns since 2000 🏡 Homes now require $121K income to buy—most people earn $80K 💡 98% of people are locked into lower mortgage rates That’s why no one's selling. And why homes won’t get affordable… until

Hedgeye just put out this video: "Three Reasons To Buy Bitcoin (Right Now)"

Why this stock-market strategist expects no recession and zero rate cuts in 2025 marketwatch.com/story/why-this… via MarketWatch (an interview of Keith McCullough by Jonathan Burton)

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In today's Early Look: You’re not trading the same market as 10 years ago. 75% of daily volume = algorithms. They don’t feel. They don’t hesitate. They just execute. If you’re still asking “why” while the machine is executing — You’re already late.

#HedgeyeNation😼

Cartoon of the Day: $BTC 🦷🤣 app.hedgeye.com/insights/16650…

Europe Trade Deal? “Like Herding Cats” 🇪🇺 Markets recoiled Friday morning after President Trump escalated the trade war—this time targeting Europe. He threatened a sweeping 50% tariff on European imports and floated a 25% tariff on $AAPL unless iPhones are built in the U.S. 🔊

x.com/i/article/1925…

Has the GOP become the party of healthy living? Does the party still care about deficit reduction? We discuss this and more in this week's podcast. Make sure to subscribe. demographyunplugged.com/p/episode-62-t…

The Case for CLOs: Why These ETFs Belong in a Modern Portfolio app.hedgeye.com/insights/16651… via @hedgeye