Here's a quick look at some of the top videos, cartoons, market insights and more from Hedgeye this past week.
McCullough on Fox Business: Reading the Market Signals
Hedgeye CEO Keith McCullough on Wednesday discussed his outlook for the markets, economy and Fed with Fox Business "Opening Bell" host Maria Bartiromo.
McCullough: Devaluation Gong Show 'Ends In Tears'
In this brief excerpt from Tuesday’s Institutional Morning Macro Call, Hedgeye CEO Keith McCullough discusses current economic pressures in Japan and the U.S., as well as the exaggerated impact of falling oil prices on consumers.
Hedgeye's Morning Macro Call with CEO Keith McCullough
We are pleased to present this complimentary peek behind-the-macro-scenes of Hedgeye's daily Morning Macro Call for institutional subscribers. This is from last Monday.
Macro Notebook 12/3: Nikkei | Euro | UST 10YR
Hedgeye Director of Research Daryl Jones shares the top three things in Keith's macro notebook Wednesday morning.
The (Real) House of Cards
This central planning game will not end well.
A Christmas Wish...
The initial data points from Black Friday weekend? Not good.
The 3 and 0 Count
Glacial Cascades: Are You Prepared?
Editor's note: The excerpt below is from CEO Keith McCullough's introduction in Wednesday's Morning Newsletter.
If you’ve proactively prepared your portfolio for the phase transition of market expectations from inflation to #deflation, congrats. Not being long cascading things like Oil, Energy stocks, and Russian Rubles has been key to your wealth preservation in the last 3 months.
But how many people really think about their net wealth this way? How many people start with Warren Buffett’s 1st Rule of Investing: “Don’t Lose Money?” How many services that you pay for are equipped to monitor complex systems in a dynamic way so that your expectations of risk are constantly changing alongside analyzable factors?
I spent some time discussing these questions at the annual Hedgeye Company Meeting yesterday in Stamford, CT. In order to illustrate how risk manifests slowly, then all at once, I showed what I think was a fantastic 4 minute video onGlacial Calving (https://www.youtube.com/watch?v=hC3VTgIPoGU). I’d love to see how Draghi and Yellen would centrally plan smoothing that.
POLL OF THE DAY
Poll of the Day: Will Oil Prices Fall Below $60 by January 1?
"#Quad4 deflation continues," Hedgeye CEO Keith McCullough tweeted on Monday. West Texas Crude Oil continued its crash last week falling another -13.5% to -28.1% YTD.