• It's Coming...

    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

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

HEDGEYE TV

Hedgeye’s Brian McGough Explains Why $KATE Is a Winner

Hedgeye’s Retail Team added KATE to our Best Ideas List as a long in early October. Sector Head Brian McGough hosted an institutional conference call yesterday ahead of earnings, detailing his bullish thesis and highlighting why KATE’s growth story is widely misunderstood. In the excerpt below, McGough outlines his 3 key points. 

For access to the video in its entirety, contact sales@hedgeye.com.

Friday's Morning Macro Call


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

CARTOON

#CurrencyBurning

The Best of This Week From Hedgeye - Currency burning 11.3.14

This is going to get really ugly.


Whinne the Putin

The Best of This Week From Hedgeye - Russia whinnie oil 11.5.14

Deflation is pulverizing Vladimir Putin (and oil bulls). On Tuesday WTI crude was down another -2% to $77/barrel.

CHART

Not Even Putin the Great Can Stop Gravity | $RSX #Oil

The Best of This Week From Hedgeye - chart2

On Wednesday the Russian stock market is down -25% year-to-date. Coincidentally, or not, the price of Brent crude is down right around -25% year-to-date as well.

How Good Is Employment Really?

The Best of This Week From Hedgeye - COD 11.6.14

POLL OF THE DAY

 $70 Oil? 

As oil prices plunge to a three-year low, we wanted to know what you thought lies ahead.