Market Week In Review: Notable Highlights from Hedgeye

Takeaway: Here's a quick look at some of the top video clips, cartoons, market insights and more out of Hedgeye this past week.

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Market Week In Review: Notable Highlights from Hedgeye - ktoc

In the first of three parts of an interview with Chris Ciovacco, the founder of independent money management firm Ciovacco Capital, Keith and Chris discuss the cornerstone to a top investor -- the investing process.

 

In the final part of a wide-ranging interview with Buddy Carter, a private investor and former proprietary trader at Goldman Sachs, Carter and CEO Keith McCullough talk through why it's crucial for investors to have a repeatable process.

 

Hedgeye retail analyst Brian McGough explains why he doesn't like Target (and it has nothing to do with the recent security breach of its credit cardholders).

Morning Newsletter

Here's a snippet from CEO Keith McCullough's "Morning Newsletter" sent to subscribers Friday morning. (Click here to learn more about becoming a subscriber).

 

Market Week In Review: Notable Highlights from Hedgeye - km

Cartoons

U.S. GDP posted its smallest gain in three years on Wednesday, barely inching along at only a 0.1% annual pace in Q1. Hedgeye's macro team has been warning about this for months.

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Over 800,000 Americans dropped out of the labor force in April, slipping back to a 36-year low.

Market Week In Review: Notable Highlights from Hedgeye - job derby 05.02.2014

On Hedgeye.com

Epic Consensus Head Fake In the 10-Year Treasury

Market Week In Review: Notable Highlights from Hedgeye - benryan

Despite an initial, brief sell-off in 10-year yields following this morning's positive jobs number, the bond market showed its immunity to lagging indicators and consensus expectations. Click here to continue reading.

 

Did You See Panera Bread? You Could've Made Money Listening to Hedgeye's Howard Penney...

Market Week In Review: Notable Highlights from Hedgeye - p5

Fast-casual food chain Panera Bread reported earnings and lowered 2014 guidance which sent its shares tumbling 4.4% in after-hours trading Tuesday evening. Restaurant sector head Howard Penney nailed it. Click here to read more.

 

Poll of the Day: Will shares of Twitter ever surpass its record high of $74.73?

Market Week In Review: Notable Highlights from Hedgeye - t5

At the time of posting, an optimistic 61% of voters leaned YES; 38% NO. Click here to view the poll and results.

 

 

Learn more about becoming a Hedgeye subscriber.

 




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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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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