Here's a quick look at some of the top videos, cartoons, market insights and more from Hedgeye this past week.
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...
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"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
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.
Sell The S&P 500 | $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?
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?
Relied upon by big institutional and individual investors across the world, this granular morning newsletter distills the latest and most vital market developments and insures that you are always in the know.
Takeaway: The important Macau metrics have worsened again recently. It feels like there is a missing variable and estimates need to go a lot lower
Mass was much worse than expected in October. November should not be this bad. What gives?
Please see our note: http://docs.hedgeye.com/HE_MACAU_METRICS_NOV2014.pdf
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