Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

Americans With Best Credit in Decades Drive U.S. Economy (via Bloomberg)

Investors Turn Hong Kong’s Red Taxis Into New Bubble Market (via Bloomberg)

Study Links TV Viewership and Twitter Conversations (via New York Times)

Amazon boss Jeff Bezos buys Washington Post for $250m (via BBC)

 

Morning Reads on Our Radar Screen - earth2

 

Daryl Jones – Macro

Hidden Billionaire Cohen Hauls Fortune in Unmarked Trucks (via Bloomberg)

 

Josh Steiner – Financials

Nationstar Mortgage's 2nd-Quarter Net Surges on Fee Income, Gains (via WSJ)

 

Jonathan Casteleyn – Financials

Jefferson County Investors Seek Plan Vote as Exit Nears (via Bloomberg … JC note: This is why Munis have had outflows...this would be the first principal reduction of a Muni bond since the '30's)

 

Todd Jordan – Gaming

MGM Resorts Profit Beats Estimates as Strip Gambling Rises (via Bloomberg)

 

Matt Hedrick – Macro

HSBC may raise banker pay to overcome bonus cap (via the guardian)

 

Jay Van Sciver – Industrials

Deutsche Post (DHL) outlook improves as Asia strategy pays off (via Reuters)