Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

U.S. Default Seen as Catastrophe Dwarfing Lehman’s Fall (KM note: ridiculous and reckless headline of the morning  … via Bloomberg)

CNBC Has Lowest-Rated Quarter in 20 Years (via Mediaite)

Fukushima worker accidentally switches off cooling pumps (via Reuters)

US credits Syria's Assad over chemical weapons destruction (via BBC)


Morning Reads on Our Radar Screen - cong5


Tom Tobin – Healthcare

ACA Grace Period for Late Payments Could Pose Problems for Doctors (via SouthBrunswick)

Experts Suggest Software Problems, Not Just Demand, May Be Behind Marketplace Glitches  (via KHN)


Jay Van Sciver – Industrials

Why You Should Fill Your Company With 'Athletes'  (via Forbes)


Kevin Kaiser – Energy

Petronas Plans LNG Project in Canada (via WSJ)


Daryl Jones – Macro

Twitter defying gravity with fastest growth in ad revenue (via Sunshine Coast Daily)


Josh Steiner – Financials

Eight banks join chat network from Markit and Thomson Reuters (via Yahoo!)

Ex-CBOT chief accused of fleeing U.S. to avoid $18 million bill: report (via Chicago Tribune)

Richmond’s rules: Why one California town is keeping Wall Street up at night (via WonkBlog)


Brian McGough – Retail

Fifth & Pacific sells Juicy Couture brand for $195 million (via Reuters)


Todd Jordan – Gaming

Man accused of stealing $25K in casino poker chips (via AP)


Jonathan Casteleyn – Financials

Gensler Assesses U.S. Swap Rules’ Debut by Phone Amid Shutdown (via Bloomberg)

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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A 'Toxic Cocktail' Brewing for A Best Idea Short

The first quarter earnings pre-announcement today is not the end of the story for Mednax (MD). Rising labor costs and slowing volume is a toxic cocktail...

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Energy Stocks: Time to Buy? Here's What You Need to Know

If you're heavily-invested in Energy stocks it's been a heck of a year. Energy is the worst-performing sector in the S&P 500 year-to-date and value investors are now hunting for bargains in the oil patch. Before you buy, here's what you need to know.

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