HEDGEYE TV
Q&A: Is The Stock Market Cheap?
In the Q&A portion of Tuesday's Morning Macro Call, Hedgeye CEO Keith McCullough answers a subscriber question about whether or not stocks are cheap.
Deep Dive Into Semi Sector
Hedgeye semiconductor analyst Craig Berger discusses major trends in semis including M&A activity, and gives us his take on three key stocks in the sector.
CARTOON
All Time SPY-Highs
Keith McCullough wrote in Wednesday's Morning Newsletter, "While the stock, bond, and commodity market bubbles have all had different narratives, one thing is not different – prices go up, then down, a lot."
Burning Euro
ECB chief Mario Draghi is evidently a bigger fan of monetary cowbell than previously imagined.
CHART
U.S. Personal Savings Rate vs. Asset Price Inflation
As you can see in the Chart of The Day from Wednesday, the U.S. Personal Savings Rate (% of Disposable Income) has been falling for the past 3 years (as the stock market makes new highs).
POLL OF THE DAY
Burger King
Right or wrong, Burger King's merger with Canada-based Tim Hortons has been lumped into the growing public outcry over tax inversions. Does this spell trouble for their merger? Cast your vote and let us know your thoughts.http://beta.polstir.com/embed/zBwffxh8s6ekXBNZo/comments
Nike or Under Armour?
Which brand would you rather be wearing? Cast your vote and leave a comment in our Poll of the Day.