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Takeaway: Here's a quick look at articles Hedgeye Sector Heads are reading this morning.

Keith McCullough - CEO

Volcker's Aim: Responsive Government (via New York Times)

South China Sea Tension Mounts Near Filipino Shipwreck (via Reuters)

Pakistan: Deadly 'US Drone Strike' in Waziristan (via BBC)

 

Howard Penney - Restaurants

Wendy's Last Among Big Burger Chains With Hispanics: Survey (via AdAge)

Felix Wang - Gaming, Lodging & Leisure

Universal Says Robinsons Talks on Casino Put on Hold (via Bloomberg)

Easier Taiwan Visa In August (via Macau Business Daily)

Poor Norwegian Breakaway Design Claim Divided (via CruiseShipNews)

Rob Campagnino - Consumer Staples

Smithfield to Be Sold to Chinese Meat Processor (via New York Times)

Daryl Jones - Macro

Upside of Low Employment Is Longer Life (via Bloomberg)

Death By Carry (via Zero Hedge)

Josh Steiner - Financials

Fannie, Freddie Regulator Reaches Settlement With Citigroup (via WSJ)

Morgan Stanley Gears Up for Property Fund (via WSJ)

Kevin Kaiser – Energy

Peyto Drilling in Natural Gas Downturn Rewards Investors (via Bloomberg)