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

McCullough: Don’t Buy Most Expensive Bubble We’ve Seen Since Beginning of Mankind | $BABA

In Thursday's edition of RTA Live, Hedgeye CEO Keith McCullough did not mince words when asked about Alibaba. 

RTA Live is available exclusively to Real-Time Alerts subscribers.

 

 

McCullough: You Can Front-Run The Fed

In the Q&A segment of Monday's Morning Macro Call for institutional investors, Hedgeye CEO Keith McCullough reveals how the Fed has tipped their hand courtesy of WSJ’s Jon Hilsenrath, discusses his expectations ahead of Wednesday's FOMC meeting, and reminds us what would happen should interest rates rise.

 

McCullough: I Don't Give One Iota About Greece

In this excerpt from Monday's Morning Macro Call for institutional subscribers, Hedgeye CEO Keith McCullough talks Greece's "fascinating" weekend developments and the effects of oil's continuing tumble.

 

HEDGEYE MEDIA

 McCullough Phones It In to Maria: Why the Market’s Getting Spanked

As stocks were getting hit hard on Tuesday, Hedgeye CEO Keith McCullough explained to Fox Business “Opening Bell” host Maria Bartiromo what’s behind the market volatility and selloff.


CARTOON

HIKE

The Best of This Week From Hedgeye - Deflation Fed football 1.28.15

If the Fed raised interest rates with the world slowing, and deflation doing what it's doing right now, well.... look out.

 

ALIBUBBLE

The Best of This Week From Hedgeye - Babba bubbles 1.29.15

Very few research firms have been cautious or negative on the BABA, but at Hedgeye, we’ve been on the other side of consensus.

 

CHART

THE HEDGEYE "AVOID, SELL, SHORT" LIST

The Best of This Week From Hedgeye - COD avoid sell short 1.27.15

 

Editor's note: This is a brief excerpt from Thursday's Morning Newsletter by CEO Keith McCullough. 

  1. Energy Stocks (XLE) got smoked for another -3.9% down day yesterday as Oil/Nat Gas continue to crash
  2. Financials (XLF) underperformed a -1.3% SPY, closing -1.8% on the day at -6.2% YTD
  3. Industrials (XLI) “outperformed” at -0.9% on the day but are down the same as SPY YTD at -3.1%

Since all 3 of these S&P Sectors remain on our “avoid, sell, short, etc.” list (they are both late-cycle and carry explicit Global #Deflation risks), I’ll just reiterate that call this morning – because it’s easy to.



Did the US Economy Just “Collapse”? "Worst Personal Spending Since 2009"?

This is a brief note written by Hedgeye U.S. Macro analyst Christian Drake on 4/28 dispelling media reporting that “US GDP collapses to 0.7%, the lowest number in three years with the worst personal spending since 2009.”

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7 Tweets Summing Up What You Need to Know About Today's GDP Report

"There's a tremendous opportunity to educate people in our profession on how GDP is stated and projected," Hedgeye CEO Keith McCullough wrote today. Here's everything you need to know about today's GDP report.

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Cartoon of the Day: Crash Test Bear

In the past six months, U.S. stock indices are up between +12% and +18%.

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GOLD: A Deep Dive on What’s Next with a Top Commodities Strategist

“If you saved in gold over the past 20 to 25 years rather than any currency anywhere in the world, gold has outperformed all these currencies,” says Stefan Wieler, Vice President of Goldmoney in this edition of Real Conversations.

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Exact Sciences Up +24% This Week... What's Next? | $EXAS

We remain long Exact Sciences in the Hedgeye Healthcare Position Monitor.

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Inside the Atlanta Fed's Flawed GDP Tracker

"The Atlanta Fed’s GDPNowcast model, while useful at amalgamating investor consensus on one singular GDP estimate for any given quarter, is certainly not the end-all-be-all of forecasting U.S. GDP," writes Hedgeye Senior Macro analyst Darius Dale.

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Cartoon of the Day: Acrophobia

"Most people who are making a ton of money right now are focused on growth companies seeing accelerations," Hedgeye CEO Keith McCullough wrote in today's Early Look. "That’s what happens in Quad 1."

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People's Bank of China Spins China’s Bad-Loan Data

PBoC Deputy Governor Yi says China's non-performing loan problem has “pretty much stabilized." "Yi is spinning. China’s bad-debt problem remains serious," write Benn Steil and Emma Smith, Council on Foreign Relations.

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UnderArmour: 'I Am Much More Bearish Than I Was 3 Hours Ago'

“The consumer has a short memory.” Yes, Plank actually said this," writes Hedgeye Retail analyst Brian McGough. "Last time I heard such arrogance was Ron Johnson."

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Buffalo Wild Wings: Complacency & Lack of Leadership (by Howard Penney)

"Buffalo Wild Wings has been plagued by complacency and a continued lack of adequate leadership," writes Hedgeye Restaurants analyst Howard Penney.

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Todd Jordan on Las Vegas Sands Earnings

"The quarter actually beat lowered expectations. Overall, the mass segment performed well although base mass lagging is a concern," writes Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan on Las Vegas Sands.

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An Update on Defense Spending by Lt. Gen Emo Gardner

"Congress' FY17 omnibus appropriation will fully fund the Pentagon's original budget request plus $15B of its $30B supplemental request," writes Hedgeye Potomac Defense Policy analyst Lt. Gen Emerson "Emo" Gardner USMC Ret.

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