Morning Reads on Our Radar Screen

Takeaway: A quick look at some stories on our radar screen.

Keith McCullough – CEO

Dollar hits over one-month highs (via Reuters)

Manufacturing ISM Rises To 55.7, Beats Expectations, Highest Since April 2011 (via Zero Hedge)

Hangar Haggling With Ballmer Girds Twitter’s CFO for IPO (via Bloomberg)

Syria crisis: UN says more than 2m have fled (via BBC)


Morning Reads on Our Radar Screen - doll999


Daryl Jones – Macro

Nobody Watches Business TV Anymore (via New York)


Josh Steiner – Financials

August Home Prices rose +12.3% Y/Y  (via CoreLogic)

Inventory crunch easing up for home buyers (via Sun Sentinel)


Jonathan Casteleyn – Financials

PIMCO highlights its stock funds: Expect continued weakness in bonds  (via Twitter)


Matt Hedrick – Macro

SNB Franc Shield Reaps Reward of Growth Defying Euro Area (via Bloomberg)


Kevin Kaiser – Energy

Decades of Ruptures From Defect Show Perils of Old Pipe (via Bloomberg)

Brent Crude Climbs On Missile Test Report (via WSJ)


Howard Penney – Restaurants

Starbucks Pastor-to-Be Shows Shift in U.S. Part-Time Job Market (via BusinessWeek)

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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