Market Insights

07/22/22 06:00 AM EDT

CALL REPLAY | RESTAURANTS & CONSUMER STAPLES Q&A

Daniel Biolsi

@Hedgeye_Staples

Howard Penney

Takeaway: Tickers Discussed: SBUX, MCD, WING, PLAY, CMG, STZ, PRGO, BJ, COST, SAM

CLICK HERE for the replay and materials.

We explored the following topics:

Recent trend changes in consumer spending.
Discuss the pushback and feedback from our recent Black Book calls.
Discuss the most common and noteworthy inbounds we have received in the past month.
Revisit changes to our Position Monitors.
Discuss our expectations for Q2 earnings season.
Provide updates on some of our best ideas.

04/26/24 04:41 PM EDT

Cartoon of the Day: Nothing New

04/26/24 12:46 PM EDT

Freedman Does It Again! Long Alphabet $GOOGL

04/26/24 07:42 AM EDT

CHART OF THE DAY: Go Anywhere Process Paying Off

04/25/24 06:12 PM EDT

Cartoon of the Day: Torched

04/25/24 02:48 PM EDT

EDUCATIONAL CONCEPT: THE TREASURY GENERAL ACCOUNT

04/25/24 01:05 PM EDT

Invest Smart(er): Hedgeye Research + Simplify ETFs

View More Insights

McCullough: Cut the Losers, Ride Your Winners

McCullough: This Market Setup Is ‘Really Nasty’ $SPY $NVDA

Cartoon of the Day: Powell Gump

Cartoon of the Day: Low IQ

CHART OF THE DAY: How Much For A Burger?

Market Insights

CHART OF THE DAY: META Tanks After Sell Call

Cartoon of the Day: Tesla Navel Gazing

Market Situation Report: Credit Card Debt Outpacing Savings

CHART OF THE DAY: Volatility Ramping

Cartoon of the Day: Ignorance