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

Keith McCullough – CEO

Consumer Sentiment in U.S. Increases to Six-Year High July (via Bloomberg)

Pelosi Says It Would Be ‘Great’ for Woman to Be Fed Chair (via Bloomberg)

Iran Is Said to Want Direct Talks With U.S. on Nuclear Program (via NY Times)

Morning Reads on Our Radar Screen - bullbear

Howard Penney – Restaurants

Howard Schultz: I'm not losing any sleep over Dunkin' Donuts (via CNBC)

Josh Steiner – Financials

PICTURE: And the Honorable Jon Corzine roams free (via Twitter)

McCain on Watt: ‘Concerned’ (via Bloomberg)

Jonathan Casteleyn – Financials

Irrational to Slam $900 Billion Market Over Detroit (via Bloomberg)

Matt Hedrick – Macro

Greece Wins 2.5 Billion-Euro Aid Loan, Buying Time in Crisis (via Bloomberg)