Hedgeye's Retail Team held a Ralph Lauren Idea Vetting Book call today exclusively for institutional subscribers. In this brief excerpt Retail Sector Head Brian McGough explains why Ralph Lauren purchasing Tory Burch could be the best deal retail has ever seen.
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This is a must-see video if you're an investor in the Healthcare space.
Hedgeye Healthcare Sector Head Tom Tobin and Analyst Andrew Freedman hosted a live Q&A session earlier today.
They discussed key takeaways from Friday's jobs report and results from our monthly OB/GYN survey. The team also provided brief updates to HCA, HOLX, MD, WOOF, XRAY and ZMH.
Editor's Note: Below is an excerpt from today's Morning Newsletter written by Hedgeye CEO Keith McCullough. Why settle for an excerpt? Click here to subscribe.
"...I’m not capitulating on the Slower-For-Longer (lower rates) cycle call this morning. If US growth was accelerating, I would. On jobs, #history students know that Non-Farm Payrolls rising is what happens AFTER the US economic cycle has already peaked.
...Yeah, I know – the Fed and its Old Wall research departments are all over it, reminding you about that this morning. But, unless it’s “different this time”, US non-farm payrolls are in the #process of peaking. And I’m not a big fan of capitulating at peaks..."
In today’s “Game of Thrones” inspired edition of The Macro Show on Hedgeye TV, U.S. Macro Analyst Christian Drake channels the numbers-first approach of the Iron Bank of Braavos to explain how Hedgeye is approaching the end of this economic growth cycle.
Subscribe to The Macro Show today for access to this and all other episodes.
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