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

Euro Pacific Capital CEO Peter Schiff pulls no punches with Hedgeye CEO Keith McCullough on this latest edition of HedgeyeTV’s "Real Conversations.” Schiff minces no words on his ongoing feud with NYU economics professor Nouriel Roubini, reckless Fed monetary policy, inflation, the beleaguered U.S. middle class, gold prices and much more. (Interview recorded Wednesday May 28th)

Here’s the question-and-answer portion from our daily institutional Morning Call hosted by Hedgeye CEO Keith McCullough and macro analyst Christian Drake.

CARTOONS

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Inflation is a real drag on the American consumer.

The Best of This Week From Hedgeye - Consumer cartoon 5.30.2014

#GrowthSlowing, reiterated.

The Best of This Week From Hedgeye - T Note cartoon 5.29.2014 

What will the government revise its Q1 GDP estimates to after the dismal 0.1% it reported last month? It's just guesswork after all.

The Best of This Week From Hedgeye - GDP cartoon 5.28.2014

CHART

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

POLL

In the first minute of his conversation with Hedgeye CEO Keith McCullough, Euro Pacific Capital CEO Peter Schiff discussed the US being “halfway to a recession.” What do you think? Click here to view the poll and results.

 The Best of This Week From Hedgeye - economy finance words

HEDGEYE.COM

Babies Back In Style?

The Best of This Week From Hedgeye - b5

The Great Recession triggered a steep decline in the U.S. birth rate, but signs show the downward trend may be slowing. Click here to continue reading.

Non-Traded REITS: A Fool and His Money

The Best of This Week From Hedgeye - Atlas cartoon

As the Fed continues sucking yield out of the marketplace, individual investors are desperate for return.  This has fueled a moon-shot in a host of dicey instruments sold only on the basis of percentage returns. Click here for more.

Jobless Claims: Strong Labor Means Falling Rates

 The Best of This Week From Hedgeye - how to get a better job

Expect a strong May labor market print next Friday. This should set the stage for more tapering and more downforce on long-term rates. Click here to read more.

Hedgeye Retail: $DSW, $BWS Earnings Wildly Out of Synch

The Best of This Week From Hedgeye - 1

One company missed by 13%, the other beat by 13%.  One comped down 3.7%, and the other comped up 1.3%. One guided up. The other guided down. One blamed weather. The other did not. One SIGMA improved, the other eroded. Click here to continue reading.

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