Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

No deal in sight as shutdown approaches third week (via CNN)

U.S. May Join Germany of 1933 in Pantheon of Defaults (KM note: “Ridiculous” > via Bloomberg)

Israel Finds Tunnel Dug Under Gaza-Israel Border  (via AP)

Visa rules for Chinese coming to the UK to be relaxed (via BBC)


Morning Reads on Our Radar Screen - car5

Daryl Jones – Macro

Hedge Fund Bears at Year High as Equities Focus on Budget (via Bloomberg)

U.S. May Join Germany of 1933 in Pantheon of Defaults (via Bloomberg)


Kevin Kaiser – Energy

'Dark side' of nat gas boom, according to Chanos (via CNBC)

FLASHBACK: T. Boone Pickens Is Down, But He Swears He Isn't Out (via BusinessWeek)


Josh Steiner – Financials

US investment balances skyrocketing to historic highs (via NY Post)

Fannie Mae, Freddie Mac to go after more strategic defaulters (via LA Times)


Jonathan Casteleyn – Financials

Hedge Fund Bears at Year High as Equities Focus on Budget (via Bloomberg)


Brian McGough – Retail

Accenture study forecasts 11% hike in US holiday spending (via Fibre2fasion)

Google Is Going to Include Your Face in Its New Ads (via BusinessWeek)

Jos. A. Bank keeps Men's Wearhouse door open (via The Deal)

Tumi Signs Outerwear License (via WWD)

Staples launches new price match policy (via Retailing Today)

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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McCullough: ‘My 1-Minute Summary of My Institutional Meetings in NYC Yesterday’

What are even some of the smartest investors in the world missing right now?

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Cartoon of the Day: Political Portfolio Positioning

Leave your politics out of your portfolio.

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Jim Rickards Answers the Hedgeye 21

Bestselling author Jim Rickards says if he could be any animal he’d be a T-Rex. He also loves bonds and hates equities. Check out all of his answers to the Hedgeye 21.

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Amazon's New 'Big Idea': Ignore It At Your Own Peril

"We all see another ‘big idea’ out of Amazon (or the press making one up) just about every day," writes Retail Sector Head Brian McGough. "But whatever you do, DON’T ignore this one!"

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