Morning Reads From Our Research Team

Takeaway: A quick look at what's on the Hedgeye radar screen.

Keith McCullough – CEO

Feeling Like Gatsby? Net Worth Hits Another Record (via BloombergBusinessWeek)

Fed Seen Reducing Asset Buying by Smaller Amount (via Bloomberg)

Russia's Vladimir Putin and wife Lyudmila divorce (via BBC)

Defiant Turkish PM Erdogan urges end to protests (via BBC)

 

Howard Penney - Restaurants

Taco Bell CEO: Traditional marketing no longer works (via Nation’s Restaurant News)

 

Daryl Jones – Macro

Carter: A Guide to Washington’s Scandals (via Bloomberg)

 

Josh Steiner - Financials

Mortgage rates ticked down 18 bps day-over-day to 3.98% (via Bloomberg)

 

Tom Tobin - Healthcare

Health insurance costs to rise for Ohioans, state says (via ModernHealthcare.com)

 

Kevin Kaiser – Energy

Centrica in shale talks with Cuadrilla (via Financial Times)

 

Matt Hedrick – Macro

Police brutality threatens restart of EU-Turkey talks (via euobserver.com)

 

Morning Reads From Our Research Team - reading


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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A 'Toxic Cocktail' Brewing for A Best Idea Short

The first quarter earnings pre-announcement today is not the end of the story for Mednax (MD). Rising labor costs and slowing volume is a toxic cocktail...

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Energy Stocks: Time to Buy? Here's What You Need to Know

If you're heavily-invested in Energy stocks it's been a heck of a year. Energy is the worst-performing sector in the S&P 500 year-to-date and value investors are now hunting for bargains in the oil patch. Before you buy, here's what you need to know.

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McCullough: ‘My 1-Minute Summary of My Institutional Meetings in NYC Yesterday’

What are even some of the smartest investors in the world missing right now?

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Cartoon of the Day: Political Portfolio Positioning

Leave your politics out of your portfolio.

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Jim Rickards Answers the Hedgeye 21

Bestselling author Jim Rickards says if he could be any animal he’d be a T-Rex. He also loves bonds and hates equities. Check out all of his answers to the Hedgeye 21.

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Amazon's New 'Big Idea': Ignore It At Your Own Peril

"We all see another ‘big idea’ out of Amazon (or the press making one up) just about every day," writes Retail Sector Head Brian McGough. "But whatever you do, DON’T ignore this one!"

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