James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & where hidden investing opportunities may lie with Hedgeye CEO Keith McCullough in this edition of Real Conversations.
Gaming, Lodging, & Leisure Sector Head Todd Jordan highlights the risks for Macau gaming stocks with the impending deceleration in the mass business.
Hedgeye CEO Keith McCullough runs through the top three things in his macro notebook from Wednesday, noting that policies to inflate in both the U.S. and Europe result in... wait for it... inflation!
Click here to subscribe to Cartoon of the Day.
Have you noticed more Promoted Tweets or other advertisements on Twitter's Mobile App? Click here to view the poll and results.
In the video below our Internet & Media Sector Head Hesham Shaaban weighs in on Twitter’s advertisement strategy and whether it is sustainable.
Why There Seems To Be No Recovery In The First Time Homebuyer Market
We wanted to take a moment to flag the unstoppable force that is student loan growth in this country. Click here to continue reading.
Getting 'Tipsy' Ranting About Inflation
Inflation is accelerating and we continue to think investors should proactively prepare their portfolios for this economic phase change. Click here to continue reading.
Restoration Hardware: Is $RH Best Idea In All Of Retail?
This quarter served as another milestone for Restoration Hardware (RH) in its march towards $11.00 per share in earnings, and additional proof for us that this is perhaps the best idea in all of US retail. Click here to read more.