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Europe On The Brink? When Bad = Bad

Europe On The Brink? When Bad = Bad - Italian bank cartoon

What happens when bad economic data = bad? Look no further than Italian equities and European banks more broadly.

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3 Things We're In Complete Agreement With Donald Trump On...

3 Things We're In Complete Agreement With Donald Trump On... - trump 3 things

Last night's debate, pitted Donald Trump's ugly outlook against Hillary Clinton's rosy future. And regardless of your politics, Trump's tirade about the stock market, interest rates and the Fed stuck out. 

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PREMIUM INSIGHT

[UNLOCKED] Keith's Daily Trading Ranges

[UNLOCKED] Keith's Daily Trading Ranges - Bull and bear extra cartoon

We've made some new enhancements to Daily Trading Ranges - our proprietary buy and sell levels on major markets, commodities and currencies sent to subscribers weekday mornings by CEO Keith McCullough. Click here to view a brief video of McCullough explaining how to use it most effectively.

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PREMIUM INSIGHT

About Everything: The End of Monetary Policy?

About Everything: The End of Monetary Policy? - monetarypolicy1

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses whether central bank monetary policy has finally reached its limits. Howe explains the broader implications for investors.

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Q: How Should Investors Risk Manage Presidential Election Volatility?

Q: How Should Investors Risk Manage Presidential Election Volatility? - growth skeleton cartoon 08.29.2016

Do you let your politics influence how you risk manage your portfolio?

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CHART OF THE DAY: How Will Last Night’s Debate Alter The Presidential Race?

CHART OF THE DAY: How Will Last Night’s Debate Alter The Presidential Race? - EL trump clinton

This is a brief excerpt from today's Early Look written by Hedgeye Director of Research Daryl Jones.  

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Nike: What Investors Are Missing & Why We’re Bullish

In this brief excerpt from a HedgeyeTV video presentation, our Retail team explains why Nike remains a Best Idea Long heading into tomorrow’s earnings report. Analysts Brian McGough and Alexander Richards discuss an underappreciated bullish catalyst.

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Cartoon of the Day: Snail's Pace

Cartoon of the Day: Snail's Pace - growth slowing cartoon 09.26.2016

Why did the Fed put rate hikes on hold yet again? U.S. #GrowthSlowing.

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Aronstein: How To Dissect Economic Cycles & Avoid "Terminal Stage" Vulnerabilities

Aronstein: How To Dissect Economic Cycles & Avoid "Terminal Stage" Vulnerabilities - Aronstein Carter 9.22.16

Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sat down with private investor Buddy Carter and Hedgeye CEO Keith McCullough in this edition of “Real Conversations.” The trio discussed critical developments facing investors right now and why the markets and economy look increasingly vulnerable. This is a transcribed excerpt from that discussion.

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WisdomTree: Stay Short The BoJ’s Failing Monetary Experiment

WisdomTree: Stay Short The BoJ’s Failing Monetary Experiment - Kuroda negative penny 09.23.2016

With shares of WisdomTree down -5% today, this is an excerpt from an institutional research note written by Hedgeye Financials analyst Jonathan Casteleyn last week. 

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