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About Everything | Warning: Earnings Smaller Than They Appear

About Everything | Warning: Earnings Smaller Than They Appear - caution tape

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the growing use of "pro forma" accounting and explains the broader implications for investors.

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3 Charts: Don't Buy Equity Market All-Time Highs

3 Charts: Don't Buy Equity Market All-Time Highs - consensus cartoon 06.21.2016

Sell low, cover high, baby! That's the latest expressed by consensus macro positioning as the S&P 500 hit a new all-time high last week. Meanwhile, total equity market volume is crashing and the low levels registered by the VIX add to the disquieting trends rumbling beneath the surface.

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Daily Market Data Dump: Monday

Daily Market Data Dump: Monday - HE daily marketdata image

A closer look at global macro market developments.

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CHART OF THE DAY: The Beta Chase Is On!

CHART OF THE DAY: The Beta Chase Is On! - 07.25.16 chart

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

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REPLAY! This Week On HedgeyeTV

Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro ShowReal-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.

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Why I Remain An Unrepentant Bear

This is an excerpt from a special presentation Mike O’Rourke, Chief Market Strategist at Jones Trading gave to Hedgeye’s 2016 summer intern class. In this clip, O’Rourke discusses current market and economic conditions, and why he believes myriad market risks are conspiring against a continued bull market run.

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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 25th of July through the 29th of July 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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Cartoon of the Day: Vanishing

Cartoon of the Day: Vanishing - Market volume cartoon 07.22.2016

U.S. equity markets closed in on all-time highs this week but market volume was nowhere to be found.

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Capital Brief: Trump's Rockstar Performance ... & All Aboard The Boos Cruz!

Capital Brief: Trump's Rockstar Performance ... & All Aboard The Boos Cruz! - JT   Potomac under 1 mb

Hedgeye Potomac Chief Political Strategist JT Taylor discusses Donald Trump rousing speech at the Republican National Convention, Ted Cruz's convention gaffe and apparent foreign policy contradictions between Trump and his new veep pick Mike Pence. 

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