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‘Macro Mentoring’ With Hedgeye’s Keith McCullough: Session 4

In this week’s edition of ‘Macro Mentoring’, Hedgeye CEO Keith McCullough details where we are in the U.S. economic cycle, describes how he uses rate of change to analyze macro data and explains how his process allows him to front-run the emotion of crowds.

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This Week In Hedgeye Cartoons

This Week In Hedgeye Cartoons - drawing

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. (Click here to receive our daily cartoon for free.)

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The Week Ahead

The Week Ahead - globe

The Economic Data calendar for the week of the 3rd of October through the 7th of October 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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An Animated Healthcare Outlook (3 Shorts, 1 Long)

In this animated video, Hedgeye Healthcare analyst Andrew Freedman walks through our outlook for the Hospital EHR (“electronic health record”) market with insights on companies such as Epic Systems Corporation, athenahealth (ATHN), Cerner Corp (CERN), Allscripts Healthcare Solutions (MDRX), and Computer Programs & Systems (CPSI).

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Keith McCullough Reveals One Of Our Favorite Market Calls!

In case you missed it. Hedgeye Risk-Manager-In-Chief Keith McCullough really likes this… like a lot. Like a lot, a lot.

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Cartoon of the Day: Stampede!

Cartoon of the Day: Stampede! - Wells Fargo cartoon 09.30.2016

Wells Fargo CEO John Stumpf was grilled by Washington lawmakers earlier this week after the bank paid a $185 million settlement and entered into an enforcement action for allegedly “widespread illegal” sales tactics. The bank opened as many as two million fabricated or unauthorized customer accounts. 

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Guest Contributor | Stockman: The Fed’s Monetary Politburo Is Finally Catching Some Flack

Guest Contributor | Stockman: The Fed’s Monetary Politburo Is Finally Catching Some Flack - Yellen cartoon 03.31.2016

The following piece was written by best-selling author David Stockman. Stockman was formerly Director of the Office of Management and Budget under President Reagan and an original partner at private equity firm Blackstone. 

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((Crickets)) In My Inbox

((Crickets)) In My Inbox - z messages

Strange. Just a few weeks ago, my inbox was getting lit up by bond bears. Not so much anymore.

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Currency Wars: Who Wins, Who Loses & What To Buy

Currency Wars: Who Wins, Who Loses & What To Buy - currency wars large  1

As Europe heads into protracted recession, Gold will be the biggest winner. Here's why...

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CHART OF THE DAY: Is The Eurozone Entering Its Modern Dark Age?

CHART OF THE DAY: Is The Eurozone Entering Its Modern Dark Age? - 09.30.16 EL Chart

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

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