Premium insight

Want to truly understand the scope of Italy’s problems? From its teetering banking system to continent-wide discussions about the benefits of European Union membership, this excerpt is must-see TV for thoughtful investors.

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What We're Watching In 'The Week Ahead'

The Economic Data calendar for the week of the 12th of December through the 16th of December is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.

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5 Cartoons: This Week on Wall Street

Our cartoonist Bob Rich captures the tenor on Wall Street every weekday in Hedgeye's widely-acclaimed Cartoon of the Day. Below are his five latest cartoons. We hope you enjoy his humor and wit as filtered through Hedgeye's market insights.

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Our inimitable cartoonist Bob Rich is out of the office. While he’s away, we're going into the Hedgeye Vault and highlighting some of his best work. In light of the ongoing turmoil in Europe, we bring you this audience favorite.

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This Central Banker ‘Straw Man’ Argument Needs to Stop ASAP

“There is an entire generation of traders out there who have only lived through expansionary monetary policy,” said economist and author Daniel Lacalle. These traders think “central banks can create magic out of unicorns,” he says.

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5 Things to Watch: U.S. Government Shutdown... The Billionaire Boys Club... Trump's Dream Team

Investors across the globe have been exuberantly celebrating Donald Trump's historic election victory. The benchmark S&P 500 index is up 10% year-to-date (almost 6% since Election Day). A little reality check may be in order. Here's a look at key Washington to Wall Street issues which may have significant investing implications.

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Premium insight

Republicans are motivated to roll back President Obama’s landmark, legacy healthcare law. And they have a plan.

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What the Media Missed: How Soybeans (Yes Soybeans) Distorted and Goosed U.S. Economic Growth

The U.S. economy grew 3.2% on a quarter-over-quarter basis (Wall Street's preferred measure) in the third quarter. Now, before you get overly excited about that number, check underneath the hood.

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[From The Vault] Cartoon of the Day: Strong Dollar

Our inimitable cartoonist Bob Rich is out of the office. While he’s away, we're going into the Hedgeye Vault and highlighting some of his best work. In light of the U.S. Dollar Index’s 3% rally since Election Day, we bring you this audience favorite.

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"Italy's non-performing loans now exceed €360 billion," writes economist Daniel Lacalle. "The possibility that the Italian government might take a majority stake in Monte dei Paschi di Siena is not small."

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Why Many “Convenient Wisdoms” on Wall Street Don't Work

Among Wall Street’s many trite maxims is the idea that an asset’s valuation (its price-to-earnings ratio) matters in macro.

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Does Donald Trump’s EPA Pick Doom Obama's Environmental Agenda?

"President-Elect Trump late Wednesday nominated Oklahoma Attorney General Scott Pruitt to serve as Administrator of the Environmental Protection Agency (EPA)," writes Hedgeye Senior Energy Policy analyst Joseph McMonigle. "Under Pruitt, we are likely to see the end of President Obama’s plan to decarbonize the US economy."

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Premium insight

There's no other way to say this. It's been an awful year for Healthcare investors. President-elect Donald Trump didn't exactly help matters this week.

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Cartoon of the Day: R.I.P Obamacare?

Here's what Donald Trump's win means for Obamacare.

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5 Things Investors Need to Watch as Trump Presidency Approaches

Investors remain in celebratory mode following Trump's election victory. As the stock market continues to hit new all-time highs, there are a number of developments looming as the new administration takes shape.

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"The “flight to safety” trade of hiding in the US equity market may be starting to unwind here," writes Mike O'Rourke of JonesTrading. Here's why the U.S. isn't necessarily the "best house in a bad neighborhood."

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4 Economic Signals That Suggest U.S. Growth Is Accelerating

It's crystal clear. Recent data shows an optimistic U.S. consumer that will bolster economic growth through the fourth quarter of 2016.

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U.S. Dollar: ‘Buy the Damn Dip!’

Our team of macro analysts spends the majority of its time measuring and mapping the economic cycle. That’s what we do here. So, what’s our process saying now about the dollar? Buy it.

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A sharp and ugly reformation is headed for Wall Street.

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