Morning Reads on Our Radar Screen

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

Josh Steiner – Financials

Former Bank of America workers allege it lied to home owners (via Reuters)

 

Morning Reads on Our Radar Screen - radar

 

Keith McCullough – CEO

Natto Makers to Public Baths Suffer in Abenomics Divide (via Bloomberg KM note … burning currency doesn't work)

Singapore Exports Fall More Than Estimated on Electronics Slump (via Bloomberg)

British man survives 15th floor fall in New Zealand (via BBC)


Howard Penney – Restaurants

Borghese v. Borghese: Battle for a Royal Name (via New York Times)


Daryl Jones – Macro

New Iran Leader Seen as Moderating Force (via WSJ)

Energy Journal: Will Iran Set a New Path on Energy? (via MoneyBeat)

 

Brian McGough - Retail

China’s Huge Cotton Stockpile – Bullish or Bearish for Cotton Prices? (via Sourcing Journal Online) 


Kevin Kaiser – Energy

Self assessment Monday: an old letter to a client… (via Bronte Capital)        

Saipem shares plunge after new profit warning (via Reuters)

 

Matt Hedrick – Macro

Greek PM dismisses talk of early election over TV closure (via YahooNews)

Turkey Police Escalate Crackdown as Erdogan Rallies Support (via Bloomberg)

 


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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