Morning Reads on Our Radar Screen

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

Kevin Kaiser – Energy

LINN Energy and LinnCo Voluntarily Disclose Informal SEC Inquiry (via LINN Energy)


Morning Reads on Our Radar Screen - radar


Keith McCullough – CEO

Manhattan Apartment Sales Increase Despite Reduced Inventory (#HousingsHammer via New York Times)

“Canadian National Canthem” (via YouTube)

Suicide bomber kills 22 in Iraqi Shi'ite mosque (via Reuters)


Daryl Jones – Macro

Oil Myths: The Hedgeye Rebuttal to Dan Dicker (Note: In light of Dicker’s support of Linn Energy. We thought we’d take a stroll down Memory Lane here … via The Reformed Broker)


Howard Penney – Restaurants

How a Pasta Chain Called Noodles & Co. Punked Wall Street (via Daily Beast)

Cracker Barrel Restaurant's Products Barred From Supermarkets (via Huffington Post)


Matt Hedrick – Macro

Italy Pushes $1,280 Silk Sweaters as Recession Cure (via Bloomberg)


Josh Steiner – Financials

Citi to pay Fannie $968 million in toxic mortgage deal (via New York Post)

BofA said to send appraisal reviews to India (via Charlotte Observer)


Jonathan Casteleyn – Financials

U.S. Banks Must Meet Basel Mark as Small Firms Get Easier Terms (via Bloomberg)

Cartoon of the Day: Hard-Headed Bears

How's this for "hard data"? So far, 107 of 497 S&P 500 companies have reported aggregate sales and earnings growth of 4.4% and 13.2% respectively.

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Premium insight

McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”

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SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to 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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