Morning Reads From Our Sector Heads

Keith McCullough (CEO):


Philippines Mulls Adjusting Deposit Facility as Peso Climbs (via Bloomberg)


Ebbing Inflation Means More Easy Money (via Bloomberg)


Howard Penney (Restaurants):


Mind your franchisees, Mayor McCheese (via Crain's Chicago Business)


Jay Van Sciver (Industrials):


Eaton First Quarter Operating Earnings Per Share of $0.84 Exceed Midpoint of Guidance by 12 Percent (via Eaton)


Rob Campagnino (Consumer Staples):


Analysts await details of financing for ADM's GrainCorp bid (via The Australian)


Brian McGough (Retail):


Under Armour Drops Low Cost Fleece Sources In Favor of Costlier But Prompt, Reliable Delivery (via Sourcing Journal Online)


Kevin Kaiser (Energy):


What If We Never Run Out of Oil? (via The Atlantic)


Josh Steiner (Financials):


Influential economist says Wall Street is full of 'crooks' (via NY Post)


The CFPB issues Civil Penalty Fund rule (via CFPB)


JPMorgan promotes Zames in shake-up (via FT)


Todd Jordan (GLL):

Sands Casino Says Auditor Quits Account (via WSJ)


Tom Tobin (Healthcare):



SECTOR SPOTLIGHT | Live Q&A with Healthcare Analyst Tom Tobin Today at 2:30PM ET

Join us for this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

read more

Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

read more

Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

read more

McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

read more

Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

read more

Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

read more

Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

read more

6 Charts: The French Election, Nasdaq All-Time Highs & An Earnings Scorecard

We've been telling investors for some time that global growth is picking up, get long stocks.

read more

Another French Revolution?

"Don't be complacent," writes Hedgeye Managing Director Neil Howe. "Tectonic shifts are underway in France. Is there the prospect of the new Sixth Republic? C'est vraiment possible."

read more

Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

read more

A Sneak Peek At Hedgeye's 2017 GDP Estimates

Here's an inside look at our GDP estimates versus Wall Street consensus.

read more

Cartoon of the Day: Green Thumb

So far, 64 of 498 companies in the S&P 500 have reported aggregate sales and earnings growth of 6.1% and 16.8% respectively.

read more