ECB head honcho Mario Draghi has his hands full these days.
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.
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Hedgeye CEO Keith McCullough handpicks the “best of the best” long and short ideas delivered to him by our team of over 30 research analysts across myriad sectors.
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.
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:
Hedgeye CEO Keith McCullough shares the top three things in his macro notebook this morning.
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