There’s a lot going on this week on the earnings front. Keith McCullough shared what he’s watching in this clip from The Macro Show this morning.
“There are some pretty big names with some pretty bad signals on the board: Tesla (TSLA) and Netflix (NFLX) early in the week,” explains Hedgeye’s CEO. “Visa (V), this week we’re bullish on, vs. short Discover (DFS) and Capital One (COF).”
“There are so many setups inside of the setup,” he adds. “This is where a really good research team with a top-down macro signal and the Quads makes you far better than the alternative. These are the kinds of things we’re paying attention to.”
Our team of 40+ analysts report on their respective sectors at 7:45am ET each morning on The Call @ Hedgeye, followed by McCullough’s economic outlook at 9am ET on The Macro Show.
