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

Contributor Call: Short iRobot Says Spruce Point Capital's Axler

Hedgeye CEO Keith McCullough talks to Seeking Alpha Contributor and Spruce Point Capital's Ben Axler about Axler's high conviction short idea, iRobot. It's the first video of a partnership between Hedgeye and Seeking Alpha.

(This is the opinion of Ben Axler of Spruce Point Capital and does not necessarily reflect the opinion of Hedgeye Risk Management).

 

O'Rourke: Beware of Bear-Mageddon

Hedgeye CEO Keith McCullough sits down with JonesTrading Chief Market Strategist Mike O'Rourke, one of the last remaining bears on Wall Street, in the latest installment of Real Conversations. O'Rourke contextualizes the current bubble, warns of a coming "bear-mageddon" scenario, and addresses the waning effectiveness of QE.

CARTOON

Burn, Baby Burn!

The Best of This Week From Hedgeye - EuroBurn 9.4.14

Now that they've all cut to 0%, what happens when we go into the next global recession?

 

Russian Circus 

The Best of This Week From Hedgeye - Putin oil 9.3.14

Russian President Vladimir Putin tries to be the global ringmaster.

CHART

A Monetary Paradox? #ECB Deposit Rate

The Best of This Week From Hedgeye - COD EurDepositRate 9.4.14

 

#CONSUMERSLOWING (Look A Little Closer)

The Best of This Week From Hedgeye - COD consumerslowing 9.2.14

POLL OF THE DAY 

Who's Right On Bonds? Tepper or McCullough?

It's “the beginning of the end of the bond market rally," hedge fund manager David Tepper, told Bloomberg Thursday following the ECB's decision to adopt stimulus measures. After starting 2014 at 3%, the yield on the ten-year fell to less than 2.4% during the summer and is currently trading near 2.41%. Hedgeye CEO Keith McCullough has been one of only a few advising investors that yields were headed lower and to buy bonds. What do you think?

 

Gisele (Under Armour) vs. Miranda (Reebok)

Which one of these endorsements below is more likely to win a woman’s athletic apparel dollars: Under Armour/Gisele, or Reebok/Miranda Kerr? 

 


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."

read more

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.

read more

A Sneak Peek At Hedgeye's 2017 GDP Estimates

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

read more

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.

read more

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.”

read more

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."

read more

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...

read more

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.

read more

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?

read more

Cartoon of the Day: Political Portfolio Positioning

Leave your politics out of your portfolio.

read more

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.

read more

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!"

read more