Here's a quick look at some of the top videos, cartoons, market insights and more from Hedgeye this past week.
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.
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Friday's Morning Macro Call
This is a free sneak peek at Hedgeye's Morning Macro Call for institutional subscribers.
This is going to get really ugly.
Whinne the Putin
Deflation is pulverizing Vladimir Putin (and oil bulls). On Tuesday WTI crude was down another -2% to $77/barrel.
Not Even Putin the Great Can Stop Gravity | $RSX #Oil
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?
POLL OF THE DAY
As oil prices plunge to a three-year low, we wanted to know what you thought lies ahead.