My ‘Big Short’ Call on Hanesbrands Could Become the Best of My Careermore
Take the Blue Pill, Wake Up In Danbury: Praxair Best Idea Call Today
Hedgeye analyst Jay Van Sciver is hosting an institutional call to discuss our Praxair (PX) long thesis today at 11am ET. Here's a very brief overview.read more
Shares of Realogy (RLGY) jumped +2.6% today on news U.S. home prices are near three-year highs.read more
U.S. Economy: An Update on Wall Street's Latest Red Herring
The recent complaint among investors who remain bearish on the U.S. economy is that "soft" economic data far outstrips the "hard" data. This narrative is a red herring.read more
Cartoon of the Day: This Is Your Captain Speaking...
After seven years and 62 prior Obamacare repeal votes, fueled mainly by the Freedom Caucus, when it finally mattered House Republicans choked. The GOP pulled voting on the party's healthcare bill Friday after not having the votes to pass it.read more
Comcast & AT&T: Is Congress Setting Up a $60 Billion Opportunity?
As soon as tomorrow, Congress may vote to open up a brand new market for cable and telecom providers that’s currently worth $60 billion in revenue.read more
Poll of the Day: Did "Alarm Bells" Just Ring on the Trump Trade?
What do you think? Cast your vote. Let us know.read more
Sorry Dr. Yellen, But Consumer Confidence Matters
Fed chair Janet Yellen recently questioned whether consumer sentiment impacts spending. Peter Atwater, of Financial Insyghts, disagrees: "To be clear, as a researcher, I think it does matter – big time... It is the invisible hand." Here's why.read more
Forget Health Care, Trump is Winning on Energy & Doing it Without Congress
"While the media and pundits focus on health care, President Trump is winning on his accomplishing his energy agenda and he is doing it without any action by Congress," writes Hedgeye Senior Energy Policy analyst Joe McMonigle.read more