Here's a quick look at some of the top videos, cartoons, market insights and more from Hedgeye this past week.
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.
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.
If the Fed raised interest rates with the world slowing, and deflation doing what it's doing right now, well.... look out.
Very few research firms have been cautious or negative on the BABA, but at Hedgeye, we’ve been on the other side of consensus.
THE HEDGEYE "AVOID, SELL, SHORT" LIST
Editor's note: This is a brief excerpt from Thursday's Morning Newsletter by CEO Keith McCullough.
- Energy Stocks (XLE) got smoked for another -3.9% down day yesterday as Oil/Nat Gas continue to crash
- Financials (XLF) underperformed a -1.3% SPY, closing -1.8% on the day at -6.2% YTD
- 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.