Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

A Plea for Caution From Russia (KM note: It’s time for Obama to shut Putin up with currencies of mass appreciation aka #StrongDollar > via New York Times)

Jobless claims drop below 300,000 (via Marketwatch)

Li Says China Rebound Not Yet on Solid Foundation (via Bloomberg)

China Statistics Chief Says No Tolerance for Fake Data (via Bloomberg)

Colombia arrests woman 'with cocaine' in pregnancy bump (via BBC)

 

Morning Reads on Our Radar Screen - poo9

 

Todd Jordan – Hotels & Gaming

Hilton Worldwide Files for $1.25B I.P.O. (via DealB%k)

 

Howard Penney – Restaurants

Review: Mighty Wings from McDonald’s (via GrubGrade)

Dunkin' Donuts to Enter UK Market (via WSJ)

Inheriting the Family Apron (via New York Times)

 

Josh Steiner – Financials

U.S. Bank mortgage chief sees tough conditions ahead for industry (via StarTribune)

Umpqua Agrees to Buy Sterling Financial for $2 Billion (via Bloomberg)

 

Jonathan Casteleyn – Financials

Blackstone’s Hilton Files for $1.25 Billion IPO in U.S. (via Bloomberg)

 

Kevin Kaiser – Energy

The Best 9/11 Survival Story You've Probably Never Read (via Esquire)


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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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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