The Best of This Week From Hedgeye

Here's a quick look at some of the top videos, cartoons, market insights and more from Hedgeye this past week.

HEDGEYE TV

 $KSS: Still a Short After 2014 Investor Conference?

Retail Sector Head Brian McGough and Retail Analyst Alec Richards give their unfiltered reactions to Wednesday’s Investor Conference. After listening to Kohl’s management team Hedgeye remains bearish on the name.

 

Video | Morning Macro Call 10/28/14

This is a free sneak peek at Hedgeye's Morning Macro Call for institutional subscribers.

HEDGEYE IN THE MEDIA

Video | Keith Discusses The End Of QE And The Beginning of Deflation on Fox Business 

On Thursday's Opening Bell with Maria Bartiromo, Keith McCullough analyzes how to invest in a deflationary environment.

 

CARTOON

It Is Fall After All

The Best of This Week From Hedgeye - Falling inflation russell ust10yr 10.27.14

It’s the season for #Quad4, which means both growth and inflation are slowing.

 

Birds Of A Feather

The Best of This Week From Hedgeye - Dove Yellen 10.29.14

The Fed, led by Janet Yellen, concluded its two-day policy meeting Wednesday. 

 

CHART

@Hedgeye Longs Vs. Shorts #Timestamped

The Best of This Week From Hedgeye - COD 10.30.14

 

Don't Call It Bad!

The Best of This Week From Hedgeye - COD 10.27.14

 

POLL OF THE DAY

Halloween Poll of the Day: Which Central Bank Is Scarier?

 

The Bank of Japan shocked global financial markets Friday by expanding its massive stimulus spending in a stark admission that economic growth and inflation have not picked up as much as expected sending Japanese stocks soaring 4.8% to their highest close since 2007 as the yen skidded to near seven-year lows against the dollar.

 

This lead us to Friday's special Halloween poll question:


Did the US Economy Just “Collapse”? "Worst Personal Spending Since 2009"?

This is a brief note written by Hedgeye U.S. Macro analyst Christian Drake on 4/28 dispelling media reporting that “US GDP collapses to 0.7%, the lowest number in three years with the worst personal spending since 2009.”

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7 Tweets Summing Up What You Need to Know About Today's GDP Report

"There's a tremendous opportunity to educate people in our profession on how GDP is stated and projected," Hedgeye CEO Keith McCullough wrote today. Here's everything you need to know about today's GDP report.

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Cartoon of the Day: Crash Test Bear

In the past six months, U.S. stock indices are up between +12% and +18%.

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GOLD: A Deep Dive on What’s Next with a Top Commodities Strategist

“If you saved in gold over the past 20 to 25 years rather than any currency anywhere in the world, gold has outperformed all these currencies,” says Stefan Wieler, Vice President of Goldmoney in this edition of Real Conversations.

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Exact Sciences Up +24% This Week... What's Next? | $EXAS

We remain long Exact Sciences in the Hedgeye Healthcare Position Monitor.

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Inside the Atlanta Fed's Flawed GDP Tracker

"The Atlanta Fed’s GDPNowcast model, while useful at amalgamating investor consensus on one singular GDP estimate for any given quarter, is certainly not the end-all-be-all of forecasting U.S. GDP," writes Hedgeye Senior Macro analyst Darius Dale.

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Cartoon of the Day: Acrophobia

"Most people who are making a ton of money right now are focused on growth companies seeing accelerations," Hedgeye CEO Keith McCullough wrote in today's Early Look. "That’s what happens in Quad 1."

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People's Bank of China Spins China’s Bad-Loan Data

PBoC Deputy Governor Yi says China's non-performing loan problem has “pretty much stabilized." "Yi is spinning. China’s bad-debt problem remains serious," write Benn Steil and Emma Smith, Council on Foreign Relations.

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UnderArmour: 'I Am Much More Bearish Than I Was 3 Hours Ago'

“The consumer has a short memory.” Yes, Plank actually said this," writes Hedgeye Retail analyst Brian McGough. "Last time I heard such arrogance was Ron Johnson."

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Buffalo Wild Wings: Complacency & Lack of Leadership (by Howard Penney)

"Buffalo Wild Wings has been plagued by complacency and a continued lack of adequate leadership," writes Hedgeye Restaurants analyst Howard Penney.

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Todd Jordan on Las Vegas Sands Earnings

"The quarter actually beat lowered expectations. Overall, the mass segment performed well although base mass lagging is a concern," writes Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan on Las Vegas Sands.

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An Update on Defense Spending by Lt. Gen Emo Gardner

"Congress' FY17 omnibus appropriation will fully fund the Pentagon's original budget request plus $15B of its $30B supplemental request," writes Hedgeye Potomac Defense Policy analyst Lt. Gen Emerson "Emo" Gardner USMC Ret.

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