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

Morning Macro Call Replay: If USD Goes Up, Gold Will Go Up

Please enjoy this complimentary look at our Morning Macro Call, a daily conference call for institutional investors.  On Thursday’s Morning Macro Call, Hedgeye CEO Keith McCullough explains why inverse correlations matter, talks about the recent moves in oil, and debates Macro Analyst Darius Dale about which moving average is best.  

 

Keith's Macro Notebook 2/3: USD | Oil | Europe 

Hedgeye CEO Keith McCullough shares the top three things in his macro notebook Tuesday morning.

 

CARTOON

SNOW JOB

The Best of This Week From Hedgeye - SPX earnings snow

Investors aren't exactly digging the fourth quarter earnings season, which has been a disappointment so far.

 

GROUNDHOG DAY FOR THE FED

The Best of This Week From Hedgeye - Fed Yellen groundhogDay

Expect more of the same from the world’s unelected central planners including America’s own Fed chief Janet Yellen.

CHART

PATIENCE + TIME (U.S. DOLLAR CORRELATIONS)

The Best of This Week From Hedgeye - COD CRB USD 2.4.15

 

This is a brief excerpt from Thursday's Morning Newsletter written by Hedgeye CEO Keith McCullough.

 

To review this most recent 3-day counter-TREND move in macro markets:

  1. It’s all about the Dollar
  2. Reversing an epic 6 month #StrongDollar move started with a bad US GDP print on Friday
  3. Down Dollar’s counter-TREND move picked up momentum when the ISM # slowed on Monday
  4. By Tuesday, the EUR/USD was headed to the top-end of its $1.11-1.14 risk range
  5. USD had one of its biggest DOWN days in a year (yesterday)
  6. CRB Index had one of its biggest UP days in a year, closing +3.2%

poll of the day

HOW LOW CAN IT GO? (10-Year Treasury Yield Edition)

 

We wanted to know what you think? Will the 10-year U.S. Treasury go below 1.50% this year? Cast your vote and let us know!


Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

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McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

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Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

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Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

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Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

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6 Charts: The French Election, Nasdaq All-Time Highs & An Earnings Scorecard

We've been telling investors for some time that global growth is picking up, get long stocks.

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Another French Revolution?

"Don't be complacent," writes Hedgeye Managing Director Neil Howe. "Tectonic shifts are underway in France. Is there the prospect of the new Sixth Republic? C'est vraiment possible."

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Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

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A Sneak Peek At Hedgeye's 2017 GDP Estimates

Here's an inside look at our GDP estimates versus Wall Street consensus.

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Cartoon of the Day: Green Thumb

So far, 64 of 498 companies in the S&P 500 have reported aggregate sales and earnings growth of 6.1% and 16.8% respectively.

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Europe's Battles Against Apple, Google, Innovation & Jobs

"“I am very concerned the E.U. maintains a battle against the American giants while doing everything possible to sustain so-called national champions," writes economist Daniel Lacalle. "Attacking innovation doesn’t create jobs.”

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An Open Letter to Pandora Management...

"Please stop leaking information to the press," writes Hedgeye Internet & Media analyst Hesham Shaaban. "You are getting in your own way, and blowing up your shareholders in the process."

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