Morning Reads From Our Sector Heads

Keith McCullough (CEO):

 

Carney to Leave Canada Policy Unchanged in Final Forecast (via Bloomberg)

 

Josh Steiner (Financials):

 

Bond Hedge Fund 5:15 Capital to Close Down, Return Money (via Bloomberg)

 

Fed doves stand by stimulus, though one has bright outlook (via Reuters)

 

Rob Campagnino (Consumer Staples):

 

Hedge funds' gloom on ags reaches record high (via Agrimoney)

 

Todd Jordan (GLL):

 

Carnival to spend millions to make ships more reliable (via USA Today)

 

Brian McGough (Retail):

 

Target’s Pricing Strategy: One Penny Higher Than Wal-Mart (via Sourcing Journal Online)

 

Macy's Appeals Martha Decision (via WWD)

 

Howard Penney (Restaurants):

 

New Salads and Cool Wraps at Chick-fil-A Starting April 29th (via GrubGrade)

 

Analyst's upbeat on Buffalo Wild Wings (via Nation's Restaurant News)

 

Kevin Kaiser (Energy):

 

Commodities Traders Brace for Transparency While Staying Private (via Bloomberg)

 

Matthew Hedrick (Europe):

 

Brazil inflation: Surging tomato prices create political headache (via BBC News)

 





 



Cartoon of the Day: Acrophobia

"Most people who are making a ton of money right now are focused on growth companies seeing accelerations," Hedgeye CEO Keith McCullough wrote in today's Early Look. "That’s what happens in Quad 1."

read more

People's Bank of China Spins China’s Bad-Loan Data

PBoC Deputy Governor Yi says China's non-performing loan problem has “pretty much stabilized." "Yi is spinning. China’s bad-debt problem remains serious," write Benn Steil and Emma Smith, Council on Foreign Relations.

read more

UnderArmour: 'I Am Much More Bearish Than I Was 3 Hours Ago'

“The consumer has a short memory.” Yes, Plank actually said this," writes Hedgeye Retail analyst Brian McGough. "Last time I heard such arrogance was Ron Johnson."

read more

Buffalo Wild Wings: Complacency & Lack of Leadership (by Howard Penney)

"Buffalo Wild Wings has been plagued by complacency and a continued lack of adequate leadership," writes Hedgeye Restaurants analyst Howard Penney.

read more

Todd Jordan on Las Vegas Sands Earnings

"The quarter actually beat lowered expectations. Overall, the mass segment performed well although base mass lagging is a concern," writes Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan on Las Vegas Sands.

read more

An Update on Defense Spending by Lt. Gen Emo Gardner

"Congress' FY17 omnibus appropriation will fully fund the Pentagon's original budget request plus $15B of its $30B supplemental request," writes Hedgeye Potomac Defense Policy analyst Lt. Gen Emerson "Emo" Gardner USMC Ret.

read more

Got Process? Zero Hedge Sells Fear, Not Truth

Fear sells. Always has. Look no further than Zero Hedge.

read more

REPLAY: Review of $EXAS Earnings Call (A Hedgeye Best Idea Long)

Our Healthcare Team made a monster call to be long EXAS - hear their updated thoughts.

read more

Capital Brief: 5 Things to Watch Right Now In Washington

Here's a quick look at some key issues investors should keep an eye on from Hedgeye's JT Taylor and our team of Washington Policy analysts in D.C.

read more

Premium insight

[UNLOCKED] Today's Daily Trading Ranges

“If I could only have one thing of the many things we have it would be my daily ranges." Hedgeye CEO Keith McCullough said recently.

read more

We'll Say It Again: Leave Your Politics Out of Your Portfolio

If your politics dictates your portfolio positioning, the Democrats and #NeverTrump crowd out there have had a hell of a week.

read more

Cartoon of the Day: 'Biggest Tax Cut Ever'

President Donald Trump's economic team unveiled what he called last week, "the biggest tax cut we’ve ever had.” Before you get too excited about that hang on a sec. "Trump Tax Reform ain’t gettin’ done anytime soon," Hedgeye CEO Keith McCullough wrote in today's Early Look.

read more