The Best of This Week From Hedgeye

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

HEDGEYETV

Controversial best-selling author James Rickards sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide ranging interview.

 

Here's a short excerpt from an institutional conference call that restaurants analyst Howard Penney held with YUM CFO Pat Grismer earlier this week.

 

Hedgeye CEO Keith McCullough takes a look at key market and economic issues investors should be focusing on right now but aren't.

CARTOONs

Buy in May and pray or just go away?

The Best of This Week From Hedgeye - Sell in May 05.05.2014

 

The next crisis will be a crisis of confidence in central planning.

The Best of This Week From Hedgeye - KinKongCartoon5.7.2014

CHART

The Best of This Week From Hedgeye - Corelogic

 

POLL

Twitter shares got royally shellacked on Tuesday falling almost 18% after its IPO lock-up period ended. Shares finished trading around $32. Click here to view the poll and results.

The Best of This Week From Hedgeye - 2

 

HEDGEYE.COM 

Penney Nails Another 'Best Idea' Short | $BLMN

The Best of This Week From Hedgeye - blmn

A couple of weeks ago, we highlighted how Hedgeye restaurants analyst Howard Penney nailed his short call on Panera Bread. He did it again with Bloomin' Brands (BLMN) which he added as a Best Ideas SHORT back on 11/27/13. Click here to continue reading.

 

 

Did the 10-Year U.S. Treasury Go Over The Waterfall?

The Best of This Week From Hedgeye - 05.05.14 10 year yield post nfp

In a research note CEO Keith McCullough originally wrote before the market opened on Monday, he asked, "So, did the 10-year US Treasury Yield just go over the waterfall of interconnected risk?" Click here to read more.

 

 

When It Comes To Twitter, We Tried To Warn You | $TWTR

The Best of This Week From Hedgeye - twitter e1399390329867

Twitter stock tumbled over -14% on Tuesday as the lock-up period for early investors has expired, but that doesn’t surprise Hedgeye Internet & Media analyst Hesham Shaaban. He has been the bear on $TWTR. Click here for more.

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Cartoon of the Day: 'Biggest Tax Cut Ever'

President Donald Trump's economic team unveiled what he called last week, "the biggest tax cut we’ve ever had.” Before you get too excited about that hang on a sec. "Trump Tax Reform ain’t gettin’ done anytime soon," Hedgeye CEO Keith McCullough wrote in today's Early Look.

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Neurofinance: The Psychology Behind When To Sell A Bull Market

"Most momentum investors stay invested too long, under-reacting and holding tight after truly bad news finally arrives to break the trend," writes MarketPsych's Richard Peterson.

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Energy Stocks: Time to Buy the Dip? | $XLE

What the heck is happening in the Energy sector (XLE)? Energy stocks have trailed the S&P 500 by a whopping 15% in 2017. Before you buy the dip, here's what you need to know.

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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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