Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

High-End Smartphone Boom Ending as Price Drop Hits Apple (via Bloomberg)

China's Gansu province hit by powerful earthquakes (via BBC)

Australia’s Waning Boom Saps Mining Area Housing Demand (via Bloomberg)

 

Morning Reads on Our Radar Screen - earth1

 

Daryl Jones – Macro

Japan's Abe has chance to show true colors after big election win (via Reuters)

Turkey headed for a recession (via Sober Look)

 

Josh Steiner – Financials

Existing home sales take a breather, but prices soar (via Reuters)

Higher Rates Aren't Enough to Stall Housing (via WSJ)

 

Howard Penney – Restaurants

McDonald's outlook weakens on competition in U.S., slower European sales (via Reuters)

CHART: MCD - its only a matter of time before the BLUE line (stock) catches up with the RED line (EPS) (via Hedgeye)

 

Jonathan Casteleyn – Financials

Wall Street Commodity Trading in Jeopardy Amid Fed Review (via Bloomberg)

 

Matt Hedrick – Macro

Portugal’s Coelho Wins Backing From President to Complete Term (via Bloomberg)

 

Jay Van Sciver – Industrials

Lennox International 2nd-Quarter Net Rose 44%; Raises Year View (via WSJ)   

                  

Tom Tobin – Healthcare

Health Insurance Exchange Rates Surprisingly Low (via Health Leaders Media)


UnderArmour: 'I Am Much More Bearish Than I Was 3 Hours Ago'

“The consumer has a short memory.” Yes, Plank actually said this," writes Hedgeye Retail analyst Brian McGough. "Last time I heard such arrogance was Ron Johnson."

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Buffalo Wild Wings: Complacency & Lack of Leadership (by Howard Penney)

"Buffalo Wild Wings has been plagued by complacency and a continued lack of adequate leadership," writes Hedgeye Restaurants analyst Howard Penney.

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Todd Jordan on Las Vegas Sands Earnings

"The quarter actually beat lowered expectations. Overall, the mass segment performed well although base mass lagging is a concern," writes Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan on Las Vegas Sands.

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An Update on Defense Spending by Lt. Gen Emo Gardner

"Congress' FY17 omnibus appropriation will fully fund the Pentagon's original budget request plus $15B of its $30B supplemental request," writes Hedgeye Potomac Defense Policy analyst Lt. Gen Emerson "Emo" Gardner USMC Ret.

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Got Process? Zero Hedge Sells Fear, Not Truth

Fear sells. Always has. Look no further than Zero Hedge.

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REPLAY: Review of $EXAS Earnings Call (A Hedgeye Best Idea Long)

Our Healthcare Team made a monster call to be long EXAS - hear their updated thoughts.

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Capital Brief: 5 Things to Watch Right Now In Washington

Here's a quick look at some key issues investors should keep an eye on from Hedgeye's JT Taylor and our team of Washington Policy analysts in D.C.

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Premium insight

[UNLOCKED] Today's Daily Trading Ranges

“If I could only have one thing of the many things we have it would be my daily ranges." Hedgeye CEO Keith McCullough said recently.

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We'll Say It Again: Leave Your Politics Out of Your Portfolio

If your politics dictates your portfolio positioning, the Democrats and #NeverTrump crowd out there have had a hell of a week.

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Cartoon of the Day: 'Biggest Tax Cut Ever'

President Donald Trump's economic team unveiled what he called last week, "the biggest tax cut we’ve ever had.” Before you get too excited about that hang on a sec. "Trump Tax Reform ain’t gettin’ done anytime soon," Hedgeye CEO Keith McCullough wrote in today's Early Look.

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Neurofinance: The Psychology Behind When To Sell A Bull Market

"Most momentum investors stay invested too long, under-reacting and holding tight after truly bad news finally arrives to break the trend," writes MarketPsych's Richard Peterson.

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Energy Stocks: Time to Buy the Dip? | $XLE

What the heck is happening in the Energy sector (XLE)? Energy stocks have trailed the S&P 500 by a whopping 15% in 2017. Before you buy the dip, here's what you need to know.

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