HedgeyeTV
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).
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.
On Hedgeye.com
Epic Consensus Head Fake In the 10-Year Treasury
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...
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?
At the time of posting, an optimistic 61% of voters leaned YES; 38% NO. Click here to view the poll and results.
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