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Sell Dave & Busters (25-30% Downside)

Sell Dave & Busters (25-30% Downside) - dave and busters

Hedgeye's Restaurants Team, led by Sector Head Howard Penney, will be hosting a Black Book today (at 11am ET) to update their SHORT thesis on Dave & Buster's Entertainment (PLAY). At the top of Penney's list of short catalysts, PLAY is no longer the only game in town when it comes to big venues to go enjoy games and grab a bite to eat. 

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CHART OF THE DAY: Why We're Confident There Will Be More #GrowthSlowing Data?

CHART OF THE DAY: Why We're Confident There Will Be More #GrowthSlowing Data? - 09.28.16 EL Chart

This is a brief excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. 

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What To Expect On Today's Fed Yip-Yap Day

What To Expect On Today's Fed Yip-Yap Day - Fed hawkish dovish cartoon 09.20.2016

All quiet this morning ahead of Yellen and her band of Fed Speakers back to the front line of “news-flow” today – Trump/Clinton can eat cake!

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Cartoon of the Day: Yellen's Arcade

Cartoon of the Day: Yellen's Arcade - Yellen   toy animals 09.27.2016

The Fed isn't "data dependent." It's S&P 500 dependent and will do anything to keep the bull market going. 

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Sell American Express, Capital One & Discover

Sell American Express, Capital One & Discover - credit cards

The Hedgeye Financials Team, led by Sector Head Josh Steiner, will be hosting a conference call tomorrow (at 1pm ET) to run through their outlook on Credit Card lenders. Credit Card lenders are notoriously cyclical stocks that should be avoided/shorted late in the cycle. Here are the key discussion points ahead of tomorrow's call.

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UberPOOL: The Future Of Public Transportation (& WAB Short Call Catalyst)?

UberPOOL Could Be HUGE:  Pre-tax dollars can now be used for UberPOOL in New York City through TransitChek, with broader expansion coming to many key cities.  Even if this and related services sap just a few percentage points of transit demand, it can have a significant impact on total transit capital spending.  Importantly, bureaucrats hesitant to spend hundreds of millions of taxpayer dollars on public transit equipment may wait to see if ridesharing services could fill the gap instead. If it works here, it can reasonably be expected to go global. Is Wabtec into Faiveley at a premium price ahead of a major shift in government capital equipment expenditure?  

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Understanding ‘The Biggest Number In All Of Retail’ (In 30 Seconds Or Less)

In this brief excerpt from The Macro Show earlier today, Hedgeye Retail analyst Alec Richards explains the investing implications behind “the biggest number in all of retail.”

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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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