The Best of This Week From Hedgeye
Here's a quick look at some of the top videos, cartoons, market insights and more from Hedgeye this past week.
Cartoon of the Day: $BABA Sheep
Is the wool being pulled over investors' eyes?
10-Second Takeaway: Nike's Come a Long Way Since the Tonya Harding Fiasco
It's been a big year for the "Morals Clause" in athlete endorsements.
Silicon Labs (SLAB): Internet of Things Portfolio & Acquisition Appeal
Hedgeye’s semiconductors sector head Craig Berger says near-term fuzziness in Silicon Labs could provide a unique buying opportunity for patient investors.
Gunning For Tepper
Tweeters say that David Tepper A) has a lot more money than me and B) has killed it on the levered long side since 2009. He also flamed out in 2008 (down -29.61%), so on his rising rates call, I think he’s beatable. “I think I’ll go embarrass myself with Goose now.”
CHART OF THE DAY: Cracks Remain Across Europe
As the ugly equation of declining growth + high unemployment + low and deflating inflation comes home to roost, the ECB’s newest response is to lever up its balance sheet (ECB President Mario Draghi has indicated the willingness to increase it by €1Trillion) and extend QE as the “elixir” to inflect weak and declining fundamentals across the region.