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McCullough: 3 Reasons the Russell Looks Better Than S&P 500

 

In this excerpt from today's RTA Live, Hedgeye CEO Keith McCullough responds to a subscriber question with the three reasons why he favors the Russell 2000 over the S&P 500 right now. 


YUM: Adding Yum! Brands to Investing Ideas

Takeaway: We are adding Yum! Brands to Investing Ideas.

As a reminder, we took YUM off for the quarter.

 

Now that that’s out of the way, it's back to Hedgeye Restaurants analyst Howard Penney's breakup "sum of the parts" thesis and analysis.

YUM: Adding Yum! Brands to Investing Ideas - 11


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.


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"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.


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. 


investing ideas

Risk Managed Long Term Investing for Pros

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.

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