HEDGEYE TV
Hedgeye technology sector head and semiconductor analyst Craig Berger gives three reasons why a host of stocks, including Qualcomm, Intel, Samsung and others, might be impacted by what’s happening in the technology supply chain.
https://www.youtube.com/watch?v=LeVWIKLIUHQ
CARTOON
What's in a name? In this case, it’s two long ideas for investors.
Click here to subscribe to Cartoon of the Day.
CHART
GOLD has been rock solid amidst US domestic growth style factors going haywire.
POLL
This week, we asked: Are you bullish or bearish on Gold through 2014?
77% of respondents voted they are BULLISH on Gold, while 23% voted BEARISH.
In the one-minute video below, macro analyst Ben Ryan briefly discusses some of the reasons we became bullish on Gold and added it to Investing Ideas.
https://www.youtube.com/watch?v=TrH4t6-qYfY
hedgeye
http://video.foxbusiness.com/v/3667711164001
Hedgeye Risk Management CEO Keith McCullough sat down with Fox Business’ Maria Bartiromo for an hour on “Opening Bell” Thursday and explained why he’s cautious on the markets, his concerns about stagflation, and why he continues to like gold.