• It's Here!

    Etf Pro

    Get the big financial market moves right, bullish or bearish with Hedgeye’s ETF Pro.

  • It's Here

    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

On the surface, it may seem like a negative but gaming operators can reduce supply

  • Given demand trends, it shouldn’t be surprising that operators are reducing the number of slots on their floors
  • Rationalizing the slot floor cuts costs and improves yields
  • We would expect this trend to continue with more competition from new gaming states

CHART DU JOUR:  REGIONAL GAMERS RATIONALIZING - NORMAL