May 21, 2015

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The Macro Show Replay | May 21, 2015


We Invite You To Watch The Macro Show

CLICK HERE to watch The Macro Show on Hedgeye at 8:30am ET. We hope you’ll join us every day. 


We Invite You To Watch The Macro Show - Macro Show cartoon


Since Hedgeye's inception, CEO Keith McCullough has hosted a morning global macro conference call before market open. In our ongoing efforts to be pioneers in financial media, we are now offering this call as a live-streaming video program that we call The Macro Show. 


We encourage all of our subscribers to log in to each morning and tune in at 8:30am ET, ready to ask Keith and the team their questions. In addition to clearer, higher-quality sound than you would have had over the phone, you’ll get to see the team and any slides they reference. The same dynamism, thoughtful analysis and wit you have come to expect from Hedgeye is not changing. The format in which we deliver it is – for the better. 

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.

Cartoon of the Day: Twisted

Cartoon of the Day: Twisted - Oil cartoon 05.20.2015

Dollar down, oil up ... Dollar up, oil down ... Rinse, twist and repeat.

GLD: Adding Gold to Investing Ideas

Takeaway: We are adding Gold to Investing Ideas today.

Please note that we are adding Gold (GLD) to Investing Ideas today. Below is a brief note from CEO Keith McCullough. We'll have an additional update in this weekend's edition.


GLD: Adding Gold to Investing Ideas - z g


I've been waiting, patiently, on this one - and here it is - a buy signal on Gold. 


To review what will really make Gold rip:


1. Down Dollar 

2. Down Rates


With the 10yr UST (and German 10yr) making lower-long-term highs here, the catalyst for Gold to go up is clear. 


We'll see if I was patient enough.




  • Earlier this morning, DNV inspectors made the inspections. Minor scratches on the ship. 
  • Dawn expected to arrive in Boston on Friday morning, as scheduled
  • Passengers on ship will receive a 15% credit on future cruise
  • No cancellations for next week's Dawn cruise

Early Look

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