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

Liz Ann Sonders, chief investment strategist at Charles Schwab, sits down with Hedgeye CEO Keith McCullough to talk markets, the economy and much more in this latest edition of HedgeyeTV's "Real Conversations."

 

Hedgeye CEO Keith McCullough gives his outlook for the broader market and Russell 2000 on Fox Business' Opening Bell last Monday.

 

Here's the question-and-answer portion from our daily institutional Morning Call hosted by Hedgeye CEO Keith McCullough and Macro analyst Darius Dale from Tuesday.

CARTOONS

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The Best of This Week From Hedgeye - Blinders cartoon June 2014

 

The Best of This Week From Hedgeye - shark cartoon June 2014 

The Best of This Week From Hedgeye - Job growth 6.5.2014

CHART

The Best of This Week From Hedgeye - SPX 

POLL

As bond yields crash year-to-date and the Russell delivers negative returns, the world’s most consensus short position (SPX Index + E-mini) hit another new high on no volume on Monday. Click here to view the poll and results.

 The Best of This Week From Hedgeye - poll

HEDGEYE.COM

Fourth Week of Consecutive Decline in Mortgage Demand

The Best of This Week From Hedgeye - 18x74ymmndzzhjpg

Despite falling rates and solid labor market indicators, the demand to buy homes keeps dropping. Click here to continue reading.

 

Jobless Claims: Back at Best Levels Year-To-Date

 The Best of This Week From Hedgeye - jobs1

A second week of accelerating improvement brings rolling non-seasonally adjusted claims back to best levels YTD. Click here to read more.

 

Hedgeye Retail: Wary Of Skechers' (Mis)Direction | $SKX

The Best of This Week From Hedgeye - chart1 6 2 large

We've never seen a brand go in so many directions at once. Click here for more.

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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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A Sneak Peek At Hedgeye's 2017 GDP Estimates

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

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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.

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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.”

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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."

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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...

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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.

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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?

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Cartoon of the Day: Political Portfolio Positioning

Leave your politics out of your portfolio.

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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.

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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!"

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