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

Q&A | McCullough: Small and Mid Cap US Equity Bubble "Epic" 

Hedgeye CEO Keith McCullough answers questions from institutional investors about small and mid cap stocks and about his current asset allocation.

 

Hedgeye's Berger With The Latest Intel on INTEL $INTC

Hedgeye semiconductor analyst Craig Berger gives us his key takeaways after attending this week’s Intel Developer Forum in San Francisco.

 

McCullough: Housing  “Train Wreck Within a Train Wreck”

In this excerpt from Wednesday's Morning Macro Call, Hedgeye CEO Keith McCullough says today’s weak mortgage application numbers are further evidence that the US housing market is really weak.

HEDGEYE IN THE MEDIA

McCullough on Fox Business: The Biggest Risks to the Markets and Economy Right Now


Hedgeye CEO Keith McCullough sits down with "Opening Bell" host Maria Bartiromo on Fox Business to discuss the biggest risks to investors right now.

CARTOON

 Bubble Bath

The Best of This Week From Hedgeye - Bubble bath 9.9.14

Yes, it's a bubble.

 

Smells Like 2007

The Best of This Week From Hedgeye - smells like 2007 9.8.14

 

Will They Or Won't They?

The Best of This Week From Hedgeye - Scotland 9.10.14

Will the Scots decide to leave the United Kingdom, or not? A few weeks ago, no one was even considering this as a potential global macro issue, but after a recent YouGov.Com poll that showed a slight majority of Scots voting Yes (51%) to independence versus No (49%), the British pound was sold dramatically and Scottish independence became a hot topic with the manic media.

CHART

The New Fundamental Analysis: Front- Running Fed Leaks!

The Best of This Week From Hedgeye - COD fed 9.12.14
Bernanke allegedly (and recklessly) told a group of investors during a secret lunch Thursday that US GDP growth was going to surprise to the upside (i.e. be better than 3% consensus) and that he could not believe the 10yr was still trading under 3%. In Fed whisper speak, that’s code for Janet is going to get more hawkish (look at the intraday chart, post lunch) … but is she?

 

At Some Point, Consumers Just Run Out of Breathing Room

The Best of This Week From Hedgeye - COD consumers 9.11.14

POLL OF THE DAY 

 Do You Agree With Bernanke's 'Secret' >3% GDP Forecast?

At a "super secret" Morgan Stanley lunch Thursday, Ben Bernanke allegedly told a group of investors that US GDP growth was going to surprise to the upside (i.e. be better than 3% consensus). Do you agree or disagree with him?

$AAPL

As shares of Apple hover around $100, what's the next stop? Cast your vote.

 



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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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.

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A Sneak Peek At Hedgeye's 2017 GDP Estimates

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

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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.

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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.”

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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."

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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...

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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.

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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?

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Cartoon of the Day: Political Portfolio Positioning

Leave your politics out of your portfolio.

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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.

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