Morning Reads on Our Radar Screen

Takeaway: A quick look at top stories on Hedge's radar screen.

Keith McCullough – CEO

Blackhawks' late goals stun Bruins to win Stanley Cup (via

Two Fed Presidents Emphasize Stimulus to Persist After QE Taper (via Bloomberg … KM note: Get out of our lives already)


Morning Reads on Our Radar Screen - earth


Josh Steiner – Financials

Bankrate US Home Mortgage 30 Year Fixed National Avg pops up to 4.51% (up another 15 bps overnight) (via Bloomberg)

Corzine facing civil charges on MF Global collapse (via Marketwatch JS note: Corzine finally facing (a little) justice. #ItsAboutTime)

Wall Street’s $8 Billion CMBS in Limbo as Bulls Retreat (via Bloomberg)


Daryl Jones – Macro

Credit Warnings Offer World a Peek Into China’s Secretive Banks (via New York Times)


Brian McGough – Retail

Neiman Marcus Files for IPO (via WWD)


Kevin Kaiser – Energy

Apollo's EP Energy looking at IPO – sources (via Reuters)


Howard Penney – Restaurants

Restaurant Franchises Are Hiring. Are They Dodging Obamacare? (via Businessweek)

McDonald's To Stop Serving Halal Food At 2 Michigan Restaurants (via HuffPost)


Jonathan Casteleyn – Financials

U.S. FTC Said to Open Probe of Oil Price-Fixing After EU (via Bloomberg)

SECTOR SPOTLIGHT | Live Q&A with Healthcare Analyst Tom Tobin Today at 2:30PM ET

Join us for this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

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Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

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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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