ALL INSIGHTS ALL

BULLISH BULLISH

BEARISH BEARISH

WHAT THE MEDIA MISSED WTMM

CARTOONS CARTOONS

Marrying Macro + Fundamental Equity Factors - z212

MACRO

14 Tweets This Morning From Keith McCullough

MACRO

CHART OF THE DAY: Consensus Isn't Bullish Enough On Emerging Markets

CARTOONS

Cartoon of the Day: Change?

MACRO

McCullough: "Plenty Of Opportunity Here To Buy Chinese Consumer Stocks"

MACRO

A Sneak Peek → The Call @ Hedgeye (1/21/20)

GUEST CONTRIBUTORS

Lacalle: Thoughts On Oil Weakness and Stagnation Risk

MACRO

China, U.S. Dollar & Volatility

MACRO

10 Tweets This Morning From Keith McCullough

MACRO

01/21/20 10:53 AM EST

China, U.S. Dollar & Volatility

Here's One Of Our Favorite Tech Longs Right Now

Earnings, Bond Yields & Emerging Markets

How To Trade Around Consensus Positions

Why China's Luckin Coffee May Beat Starbucks

what the media missed

12/05/19 12:33 PM EST

Is New York City Housing Entering A Secular Decline?

12/03/19 01:49 PM EST

FLASHBACK | McCullough: I'm Getting Long Volatility

11/12/19 11:07 AM EST

Why Tech Is a Risky Bet Right Now

01/17/20 10:48 AM EST

Here's One Of Our Favorite Tech Longs Right Now

01/09/20 10:41 AM EST

Good News → Hedgeye Is Hiring!

12/31/19 12:48 PM EST

Dale: A Lot Of Bullish Signals For Gold Into 2020

01/10/20 12:28 PM EST

The Witcher $NFLX vs The Mandalorian $DIS → Call Update

01/08/20 02:57 PM EST

Why We're Short PayPal (In Under 50 Seconds)

12/27/19 10:31 AM EST

Why We Are Short Altice USA $ATUS

retail stocks

McGough: Why I'm Still Long Gildan (GIL)

FLASHBACK | Best Idea Short --> $GOOS

Is Retail Heading Into An 'Apparel Depression?'

internet & media stocks

McCullough: Worst Is Yet to Come for Tech Stocks

Snap Has a Growing Problem (And Yes, We’re Still Bearish)

FLASHBACK | Hedgeye Goes Bullish On Twitter (TWTR)

restaurants stocks

Why China's Luckin Coffee May Beat Starbucks

FLASHBACK | Best Idea Short → $JACK

5 Reasons Why Beyond Meat Is A Great Short

financials stocks

Why We're Short PayPal (In Under 50 Seconds)

Junk CLOs? More QE? And Liquidity Risk

As Stocks Rise, Liquidity Falls

01/22/20 08:52 AM EST

Marrying Macro + Fundamental Equity Factors

01/22/20 08:22 AM EST

14 Tweets This Morning From Keith McCullough

01/22/20 07:34 AM EST

CHART OF THE DAY: Consensus Isn't Bullish Enough On Emerging Markets

01/08/20 01:19 PM EST

Macro Policy Outlook 2020: Better than 2019?

12/24/19 08:00 AM EST

[New Podcast] One-on-One with JT Taylor: Be Prepared For Political Volatility

12/17/19 08:56 AM EST

Russia and China: United by Common Grievances

01/21/20 03:25 PM EST

Cartoon of the Day: Change?

01/17/20 02:21 PM EST

Cartoon of the Day: Cliff Dive

01/16/20 03:12 PM EST

Cartoon of the Day: Big Talk

guest contributors

Lacalle: Thoughts On Oil Weakness and Stagnation Risk

Dr. Copper Could Soon Deliver A Diagnosis Of Inflation

Fed → Mandate Mischief

The Fourth Turning Explained | A Real Vision Interview With Hedgeye's Neil Howe (Part 1)

premium insights

A Sneak Peek → The Call @ Hedgeye (1/21/20)

A Sneak Peek → The Call @ Hedgeye (1/17/20)

A Sneak Peek → The Call @ Hedgeye (1/16/20)

A Sneak Peek → The Call @ Hedgeye (1/15/20)

Most Popular

McCullough: "This Is Late Cycle Consumer Slowing"

The Fourth Turning Explained | A Real Vision Interview With Hedgeye's Neil Howe (Part 1)

A Sneak Peek → The Call @ Hedgeye (1/9/20)

Good News → Hedgeye Is Hiring!