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.
https://www.youtube.com/watch?v=_cT3dmZw4SE
(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!
Now that they've all cut to 0%, what happens when we go into the next global recession?
Russian Circus
Russian President Vladimir Putin tries to be the global ringmaster.
CHART
A Monetary Paradox? #ECB Deposit Rate
#CONSUMERSLOWING (Look A Little Closer)
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?
http://beta.polstir.com/embed/xFpe3tAXcEQB3PukF/comments
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?