Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

Credit-Crisis Oracle Rajan to Head India’s Central Bank (via Bloomberg)

Yemen says it has foiled an al-Qaeda plot (via BBC)

Formula One Joins Legoland in Plan to Remake Malaysia’s South (via Bloomberg)

China fines milk powder makers $110 million for price fixing (via Reuters)

 

Morning Reads on Our Radar Screen - asia

 

Daryl Jones – Macro

The Myth of Hedge Funds as 'Myopic Activists' (via WSJ)

 

Jonathan Casteleyn – Financials

Manhattan Homes Under $3 Million Never Harder to Buy (via Bloomberg)

 

Howard Penney – Restaurants

Burger King Japan Employee Reprimanded For Lounging On Buns (via HuffPost)

 

Matt Hedrick – Macro

Obama Cancels Moscow Putin Summit After Snowden’s Asylum (via Bloomberg)

 

Josh Steiner – Financials

Washington Steps Warily on Housing (via New York Times)

Big banks warming to small businesses (via Washington Post)

 

Jay Van Sciver – Industrials

Artificial photosynthesis to make plants green with envy (via PHYS.ORG)



Cartoon of the Day: Acrophobia

"Most people who are making a ton of money right now are focused on growth companies seeing accelerations," Hedgeye CEO Keith McCullough wrote in today's Early Look. "That’s what happens in Quad 1."

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People's Bank of China Spins China’s Bad-Loan Data

PBoC Deputy Governor Yi says China's non-performing loan problem has “pretty much stabilized." "Yi is spinning. China’s bad-debt problem remains serious," write Benn Steil and Emma Smith, Council on Foreign Relations.

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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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