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Cartoon of the Day: Collision Course

Cartoon of the Day: Collision Course - Draghi cartoon 02.09.2015

ECB head honcho Mario Draghi has his hands full these days.



"Ride The Horse, Short The Pig." McCullough Talks Pair Trading on RTA Live

 

In this excerpt from today's edition of RTA Live, Hedgeye CEO Keith McCullough weighs in on what to look for when considering a pairs trade in response to a subscriber question.

RTA Live is a run-down of Hedgeye's Real-Time Alerts positions followed by live Q&A with Keith McCuollough, available EXCLUSIVELY to Real-Time Alerts subscribers. Sign up HERE for access.


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February 9, 2015

 

In today's edition of RTA Live, Hedgeye CEO Keith McCullough breaks down all of the Real-Time Alerts positions as of 10:30AM on 2/9 and takes subscriber questions on the Russell 2000,  recent moves for MLPs like $LINE and $BWP, and his thoughts on pair trading within an industry. 


MACAU WEEKLY ANALYSIS (FEB 1-8)

Takeaway: A very weak start to February even after considering the CNY shift

CALL TO ACTION

We continue to think that a down 35% February suggests Macau fundamentals are stable with recent monthly volumes. However, if the first week of February is any indication, the trend may be worsening. 

 

Please see our detailed note:  

http://docs.hedgeye.com/HE_Macau_2.9.15.pdf

 


Keith's Macro Notebook 2/9: FX | Europe | UST 10YR

 

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


the macro show

what smart investors watch to win

Hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

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