We've been called a lot of things over the years at Hedgeye. But one thing we've never been accused of is being consensus. That's a large part of the reason we got the biggest call of 2015 correct. In case you somehow missed it, global growth is slowing, markets are reeling, and we were the one independent financial research firm actively warning our subscribers every step of the way.
Cartoon of the Day: 'Biggest Tax Cut Ever'
President Donald Trump's economic team unveiled what he called last week, "the biggest tax cut we’ve ever had.” Before you get too excited about that hang on a sec. "Trump Tax Reform ain’t gettin’ done anytime soon," Hedgeye CEO Keith McCullough wrote in today's Early Look.read more
Neurofinance: The Psychology Behind When To Sell A Bull Market
"Most momentum investors stay invested too long, under-reacting and holding tight after truly bad news finally arrives to break the trend," writes MarketPsych's Richard Peterson.read more
McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’
“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”read more
SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET
Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.read more
McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’
If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.read more