prev refresh

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.)

read more

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.

read more

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.

read more

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. 

read more

4 Stocks Hurt By The Retail Slowdown

In this excerpt from The Macro Show, Hedgeye Retail analyst Alec Richards and Macro analyst Ben Ryan discuss the companies most vulnerable to the ongoing retail slowdown.

read more

Existing-Home Sales: Housing Head-Fake Or Big Breakout?

Existing-Home Sales: Housing Head-Fake Or Big Breakout? - existing home sales wsj

Despite loud proclamations that U.S. Existing Home-Sales "climbed to the strongest rate in nearly a decade," the rate of change in year-over-year growth continues to slow. Growth in Existing Home Sales slowed to +3.0% YoY but the main callout was that the share of sales to 1st-time buyers rose to 33%. Head-fake?

read more

Are Old Wall Consenseless Earnings Expectations Out To Lunch?

Are Old Wall Consenseless Earnings Expectations Out To Lunch? - consenseless 3

The current S&P 500 forward multiple is at a new cycle peak on earnings expectations that assume positive S&P earnings growth by Q3 2016, +9% in Q4 2016, and +16% and +14% by Q1 and Q2 2017 respectively.

read more

Daily Market Data Dump: Friday

Daily Market Data Dump: Friday - HE daily marketdata image

A closer look at global macro market developments.

read more

CHART OF THE DAY: What Happens To S&P 500 When VIX Is Below 13

CHART OF THE DAY: What Happens To S&P 500 When VIX Is Below 13 - 7 22 16 CoD2

This is a brief excerpt and chart from today's Early Look written by Hedgeye U.S. Macro analyst Christian Drake. 

read more

About Everything: The Decline of the Film Industry & Its Investing Implications

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses why the movie industry is in decline and breaks down the broader implications for investors.

read more