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.

HEDGEYE TV

Outspoken free market economist and TV personality Larry Kudlow explains why America is suffering from the "worst recovery since World War II" and offers solutions on how the U.S. can regain its economic footing once again.

 

Here’s the question-and-answer portion from Keith’s daily Morning Call with Hedgeye’s institutional subscribers.

 

CARTOON

INFLATION SHARK

Real Americans are about to get eaten. 

The Best of This Week From Hedgeye - Inflation shark

CHART

HARBINGER? CHINA'S BEARISH-TO-BULLISH REVERSAL

Chinese Stocks (Shanghai Composite) closed up another +1.3% last night after China’s best PMI in 18 months.

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

 

LEADING VS. LAGGING INDICATORS: YOU CHOOSE

Risk managing macro rarely has anything to do with “valuation” or even reported supply and demand metrics. Most of the big moves in macro happen on the margin when there is a phase transition in price momentum, volume, and volatility.

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

POLL

Measures of volatility suggest investors remain complacent about a variety of risks, including rising global turmoil which could disrupt the calm over the coming months.

 

The our poll on Wednesday we asked: Which global conflict is a bigger market threat Israel/Gaza or Russia/Ukraine?

 

At the time of this post, 69% voted that Russia/Ukraine posted the bigger market threat vs 31% that voted for Israel/Gaza.

 

 

 



Cartoon of the Day: Hard-Headed Bears

How's this for "hard data"? So far, 107 of 497 S&P 500 companies have reported aggregate sales and earnings growth of 4.4% and 13.2% respectively.

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Premium insight

McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”

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SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

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Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

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Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

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McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

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Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

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Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

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Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

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6 Charts: The French Election, Nasdaq All-Time Highs & An Earnings Scorecard

We've been telling investors for some time that global growth is picking up, get long stocks.

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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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