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.


Hedgeye CEO Keith McCullough talks markets on Fox Business' Opening Bell with host Sandra Smith, filling in for Maria Bartiromo.


In this excerpt from the Retail team’s conference call this morning for institutional investors, Brian McGough explains one key point in his bearish thesis on Kohl’s. Hint: it has to do with JC Penney.


Hedgeye CEO Keith McCullough takes a look underneath the economic hood and explains why stocks and bonds both have it right.


Stay with what’s been working all year – #InflationAccelerating and slow-growth #YieldChasing assets.

The Best of This Week From Hedgeye - 2


Food prices have surged in the US as Americans suffer sticker shock.

The Best of This Week From Hedgeye - Food Prices 5.14.2014


Could the data be more clear? #InflationAccelerating slows growth.

The Best of This Week From Hedgeye - Inflation ship wreck 5.15.20 normal 2


The Best of This Week From Hedgeye - Chart of the Day 


The PPI report on Wednesday showed (shocker!) that inflation is soaring – thanks in large part to food prices. Click here to view the poll and results.

The Best of This Week From Hedgeye - 1 


Sell Growth: SP500 Levels, Refreshed

The Best of This Week From Hedgeye - SPX large

In a research note CEO Keith McCullough originally wrote for subscribers he said, "But whatever you do, don’t call falling bond yields (do not sell bonds here!) on today’s #ConsumerSlowing (Retail Sales +0.1%) print a US growth slowing confirmation. The weather turned, but the consumption data that matters most didn’t." Click here to read more.


Retail: Wal-Mart Plays Right Into #GrowthSlowing | $WMT

The Best of This Week From Hedgeye - 2

Sure, Wal-Mart's comp miss is obvious, but the earnings per share miss is startling given historical context. As Hedgeye Retail analyst Brian McGough explains, this plays right into Hedgeye's #GrowthSlowing theme. Click here for more.


Fund Flows, Refreshed

The Best of This Week From Hedgeye - OB IB046 1pay04 G 20100405173327

Last week's data reveals significant deceleration in equity fund flows, capping off a week of less-than-stellar performance. Click here to continue reading.


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."

read more

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.

read more

A Sneak Peek At Hedgeye's 2017 GDP Estimates

Here's an inside look at our GDP estimates versus Wall Street consensus.

read more

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.

read more

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.”

read more

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."

read more

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...

read more

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.

read more

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?

read more

Cartoon of the Day: Political Portfolio Positioning

Leave your politics out of your portfolio.

read more

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.

read more

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!"

read more