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March 25, 2015

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BULLISH TRENDS

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BEARISH TRENDS

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REPLAY | The Macro Show, Live with Keith McCullough

 

In case you missed the live broadcast, here is the replay of The Macro Show featuring Keith McCullough. Today's edition features a Q&A with Hedgeye's Sector Head of Financials and Housing Josh Steiner.

 


McCullough: It’s Lower Rates For Longer (Listen to Fed’s Fischer)

 

 

Hedgeye CEO Keith McCullough highlights the latest nonsense from unelected, globetrotting Fed policymakers like James Bullard and John Williams and explains why he’s listening to Fed Vice Chair Stanley Fischer on rates.


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.


McCullough: How To Trade Around Volatility

 

In this brief excerpt from today's Macro Show, Hedgeye CEO Keith McCoullough offers his insights on how to trade based on current volatility and gives his current risk ranges for the VIX.


Housing Bears Getting Burned | $ITB

BREAKING: Despite all the "weather" shorts, US New Home Sales beat big in February. Real big. New home sales were up +7.8% month-over-month versus a -3.5% estimate. 

 

More notably... sales were up a remarkable +25% year-over-year as organic strength and very easy compares continue to support improving rates of change in housing demand.  

 

Housing Bears Getting Burned | $ITB - Starts

Housing Bears Getting Burned | $ITB - New Home Sales YoY

 

The housing bears and bond bears have been taking it on the chin the past few weeks. Housing (ITB) is up over 2% since we added it to Investing Ideas on March 4th versus 0.31% for SPY.  Our Long Bond call (TLT) is up 4.25% in that time.

 

We are back to net long, in signal terms on that barn burner of a Housing print.

 

Hedgeye reiterates our US #HousingAccelerating call articulated by our analysts Christian Drake (@HedgeyeUSA) and Josh Steiner (@HedgeyeFIG).

 

Housing Bears Getting Burned | $ITB - House rocket

 


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This indispensable trading tool is based on a risk management signaling process Hedgeye CEO Keith McCullough developed during his years as a hedge fund manager and continues to refine. Nearly every trading day, you’ll receive Keith’s latest signals - buy, sell, short or cover.

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