Chris Whalen, Senior Managing Director and Head of Research at Kroll Bond Rating Agency, explains why he's bearish on housing, how Washington is failing America, and opportunities he sees with Hedgeye Financials Sector Head Josh Steiner in Real Conversations.
Restaurant Analyst Howard Penney details the three key reasons why he’s short the stock of Del Frisco’s, a high-end casual dining steak chain.
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On Monday morning, the WSJ printed that “a raft of unsettling events have shattered the relative calm of the U.S. stock market and put investors on edge.” Concerns over Iraq and rising oil prices, Fed Policy jitters and other worries helped trigger a 12% jump in the VIX fear gauge and sent the S&P 500 down 0.7% last week, its worst performance in two months.
We wanted to know what you thought: Are we entering a new phase of market turbulence?
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IN CASE YOU WERE STILL WORRIED ABOUT DEFLATION...
From Associate Analyst Christian Drake: "Our 1Q14 Macro Investment theme #InflationAccelerating called for ~100 bps increase in reported CPI into the easiest inflation comps in 3Q14. With inflation running just above 1% into 2013 year-end, a +100 bps increase was effectively a call for a doubling in the rate of price growth." Read more here.
TARGET TO CANADA: WE'RE SORRY
Retail Sector Head Brian McGough dives into $TGT's apology to Canadian consumers, and still thinks its Canada stores have a rough road ahead of them. Read more here.