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
https://www.youtube.com/watch?v=RWiN-CNmHFk&feature=youtu.be
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
https://www.youtube.com/watch?v=6INbR_YqY68&feature=youtu.be
This is a free sneak peek at Hedgeye's Morning Macro Call for institutional subscribers.
CARTOON
#CurrencyBurning
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.
CHART
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
$70 Oil?
As oil prices plunge to a three-year low, we wanted to know what you thought lies ahead.