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

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.

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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.

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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.

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

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

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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.

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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.

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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."

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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.

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A Sneak Peek At Hedgeye's 2017 GDP Estimates

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

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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.

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Europe's Battles Against Apple, Google, Innovation & Jobs

"“I am very concerned the E.U. maintains a battle against the American giants while doing everything possible to sustain so-called national champions," writes economist Daniel Lacalle. "Attacking innovation doesn’t create jobs.”

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An Open Letter to Pandora Management...

"Please stop leaking information to the press," writes Hedgeye Internet & Media analyst Hesham Shaaban. "You are getting in your own way, and blowing up your shareholders in the process."

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