Morning Reads From Our Research Team

Takeaway: A quick look at some articles on the Hedgeye radar screen.

Todd Jordan - Gaming, Lodging & Leisure

Lawyer Trashes Las Vegas Luxury Suite 'Hangover' Style (via Las Vegas Review-Journal)

 

Keith McCullough CEO

China Export Gains Seen Halved With Fake-Data Crackdown (via Bloomberg)

India Boosts Gold Import Tax to Curb Record Deficit, Demand (via Bloomberg)

North and South Korea Agree to First Dialogue in Years  (via New York Times)

 

Daryl Jones – Macro

Defending 15,000 (via The Reformed Broker)

Thursday: Weekly Unemployment Claims, Flow of Funds Report (via Calculated Risk)

Rory Green – Restaurants

The Recession Really Hurt Dinner Visits (via Restaurant Finance Monitor)

Restaurants can expect beef prices to keep rising (via Nation’s Restaurant News)

Josh Steiner – Financials

As Investors Bail Out, SAC Shows a Brave Face (via New York Times)

S.E.C. Proposes Changes in Money Funds (via New York Times)

Tom Tobin – Healthcare

U.S. Physicians Reveals Downward Trend In Profitability For The Year Ahead, With Healthcare Reform Fueling Top Operational Challenges (via Virtualization Journal)

Brian McGough – Retail

Apparel and Footwear Imports Rebound In April (via Sourcing Journal)

Jos. A. Bank Emerges as Bidder for Lucky Brand (via WWD)

Morning Reads From Our Research Team - reading