The Best of This Week From Hedgeye

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

Yes, it's a bubble.

Smells Like 2007

Will They Or Won't They?

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!

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

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.