Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

Summers Pulls Name From Consideration for Fed Chief (via New York Times)

Geithner Said to Remain Uninterested in Fed Chairmanship (KM note: Thank God … via Bloomberg)

Looking To Twitter To Reignite Tech I.P.O.’s (via DealB%k)

U.S. Navy says reports of fatalities in Washington Navy Yard shooting  (via Reuters)


Morning Reads on Our Radar Screen - lsumm3


Jonathan Casteleyn – Financials

Gross’s Trade Sours as Bonds Lose Faith in Fed Guidance (via Bloomberg)

In Lehman's Shadow, Ex-CEO Fuld Carries On, Quietly (via WSJ)


Kevin Kaiser – Energy

Summers and Heroin (via TheStreet)

Companies weigh up Canada gas options (via Financial Times)

Repsol Hunts for Oil-Firm Acquisition in North America (via WSJ)


Brian McGough – Retail

BofA/Merrill Lynch Adds Dick’s Sporting Goods to US 1 List (DKS) (BM note:  I'll take the other side of this morning's $DKS upgrade anyday...via


Matt Hedrick - Macro

Germans Export Grandma to Poland as Costs, Care Converge (via Bloomberg)

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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Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

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A Sneak Peek At Hedgeye's 2017 GDP Estimates

Here's an inside look at our GDP estimates versus Wall Street consensus.

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Cartoon of the Day: Green Thumb

So far, 64 of 498 companies in the S&P 500 have reported aggregate sales and earnings growth of 6.1% and 16.8% respectively.

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Europe's Battles Against Apple, Google, Innovation & Jobs

"“I am very concerned the E.U. maintains a battle against the American giants while doing everything possible to sustain so-called national champions," writes economist Daniel Lacalle. "Attacking innovation doesn’t create jobs.”

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An Open Letter to Pandora Management...

"Please stop leaking information to the press," writes Hedgeye Internet & Media analyst Hesham Shaaban. "You are getting in your own way, and blowing up your shareholders in the process."

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