Here's a quick look at some of the top videos, cartoons, market insights and more from Hedgeye this past week.
McCullough: This Is The Uber-Bull Case For Gold
In this excerpt from Wednesday's Morning Macro Call, Hedgeye CEO Keith McCullough responds to a viewer's question about recent moves in gold and outlines what he believes could make the "uber-bull" setup for gold moving forward.
Hedgeye's Morning Macro Call Replay: Is JPM Set Up Worse Now Than 2011?
On a special extended edition of the Morning Macro Call (from Wednesday), Hedgeye CEO Keith McCullough gives his global macro rundown, welcomes in Financials Sector Head Josh Steiner to talk JP Morgan after they missed earnings, and announces Hedgeye's Market Marathon, an all-day live streaming event that will air on January 27.
To sign up for the Market Marathon, visit live.hedgeye.com/market-marathon
McCullough to Underperformers: Stop Whining
In the Q&A portion of Tuesday’s Morning Macro Call, Hedgeye CEO (and Mite Hockey Coach) Keith McCullough discusses the drastic performance divergences in early 2015 and offers his insight for investors who are under-performing early in 2015. Keith also reveals where he has received the most pushback on the 1Q15 Macro Themes and why the bond market is refuting those concerns.
McCullough: Why I'm in No Hurry to Buy Energy Stocks | RTA Live
In this excerpt from Monday’s Real-Time Alerts Live show, Hedgeye CEO Keith McCullough responds to a question about one stock in the energy sector.
Subscribe to Real-Time Alerts for access to the full show, plus all of Keith's signals, #timestamped and sent right to your inbox -http://www.hedgeye.com/pages/individuals#real-time-alerts
RETAIL SALES DECLINE
Retail sales suffered their largest decline in nearly a year, down 0.9% in December.
PASS THE DRAMAMINE
As the new year begins, it's a fair wind for some sectors and a perfect storm for others.
CENTRAL PLANNING, SWISS STYLE!
Editor's note: This is a brief excerpt from Thursday's Morning Newsletter by Hedgeye CEOKeith McCullough.
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While I probably don’t deserve a Ph.D. (or a perma bull II vote) for this, I’ve always said that un-elected central market planners would perpetuate the next crisis. That’s #on this morning – follow the interconnected risk:
- SWISS – there’s CTRL+Print, then there’s panic – and this is rightly A) freaking people out and B) equating to a massive margin call on levered FX trades – Swiss cut by 50bps (to neg -0.75%!) and cut the wire loose on their exchange rate? (Richemont -11.2%, Swatch -8.5%, UBS -7.2%, Adecco -7.9%, Credit Suiss -8.2%, Julius Baer -7.5%, ABB -7.4%) #nice
WHAT IF JOBLESS CLAIMS (ENERGY STATES) BREAK OUT TO THE UPSIDE?
POLL OF THE DAY
WILL OIL PRICES DROP BELOW $30 AT ANY POINT THIS YEAR?
We wanted to know what you thought.