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

Real Conversations: A Dire Appraisal of Our ‘Broken Global Economy’

Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusses the dangerous global economic challenges the world is facing stemming from flawed government and central bank interventions with Hedgeye CEO Keith McCullough.

 

 

Morning Macro Call With Keith McCullough: ‘Why I’m Short the S&P 500 and Like Cash Right Now’

Hedgeye CEO Keith McCullough walks through the latest market and economic developments in this complimentary peek behind-the-macro-scenes of Thursday's Morning Macro Call for institutional subscribers.

 

COMPLIMENTARY VIDEO | Hedgeye's Morning Macro Call with CEO Keith McCullough 11/18/14

 

We are pleased to present this complimentary peek behind-the-macro-scenes of Hedgeye's Morning Macro Call for institutional subscribers from Tuesday. 

 

While you're at it... 

 

Click here to subscribe to HedgeyeTV on YouTube. It takes one second (and it's free!). Don't miss any of our acclaimed content including our analysts' latest ideas and CEO Keith McCullough's 'Real Conversations' interviews with leading market and economic practitioners.

 

CARTOON

 UniBull...

The Best of This Week From Hedgeye - UniBull 11.19.14

"I would love to see a poll on mutual fund PMs having to say "buy or sell" the S&P 500 at 2050 with $500,000 of their own money," Hedgeye CEO Keith McCullough wrote Tuesday.

 

Burn Your Currency. Fall Into Recession. Repeat 

The Best of This Week From Hedgeye - Abenomics 11.17.14

Behold the beauty of Abenomics - a failed #CurrencyBurning central plan that promises more of what doesn't work. In related news, Japan just fell into recession. 

 

CHART

 Sell The S&P 500 | $SPY

The Best of This Week From Hedgeye - COD 11.19.14 spy
 "It’s been a classic year of #divergences in Global Macro risk management (Long Bond TLT +18% vs Russell 2000 flat YTD)," wrote CEO Keith McCullough in Wednesday's Morning Newsletter. "So ending it any other way than putting myself on the front line, willing to be cut to pieces by SP500 (SPY) bulls, is right where I want to be."

 

How Are These #Inflation Expectations?

The Best of This Week From Hedgeye - COD 11.20.14 wti

 

POLL OF THE DAY

Are You Surprised Japan Fell Into Recession?

Japan’s stock market was down -3% Monday morning (after the Yen stopped going down) as Japan “unexpectedly falls into recession” (emphasis added) according to Bloomberg.

 

We wanted to know if you were surprised?

 

 


Cartoon of the Day: 'Biggest Tax Cut Ever'

President Donald Trump's economic team unveiled what he called last week, "the biggest tax cut we’ve ever had.” Before you get too excited about that hang on a sec. "Trump Tax Reform ain’t gettin’ done anytime soon," Hedgeye CEO Keith McCullough wrote in today's Early Look.

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Neurofinance: The Psychology Behind When To Sell A Bull Market

"Most momentum investors stay invested too long, under-reacting and holding tight after truly bad news finally arrives to break the trend," writes MarketPsych's Richard Peterson.

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Energy Stocks: Time to Buy the Dip? | $XLE

What the heck is happening in the Energy sector (XLE)? Energy stocks have trailed the S&P 500 by a whopping 15% in 2017. Before you buy the dip, here's what you need to know.

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Cartoon of the Day: Hard-Headed Bears

How's this for "hard data"? So far, 107 of 497 S&P 500 companies have reported aggregate sales and earnings growth of 4.4% and 13.2% respectively.

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Premium insight

McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”

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SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

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Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

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Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

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McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

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Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

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Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

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Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

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