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The Macro Show Replay | February 22, 2016

 


REPLAY! This Week On HedgeyeTV

Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro Show, Real-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.

 

Below is a taste of the most recent week in HedgeyeTV. (Like what you see? Click here to subscribe for free to our YouTube channel.)

 

Enjoy! 

 

 

1. Ahead Of Primary, South Carolina Democratic & GOP Party Chairs Weigh In (2/20/2016)

 

  

Before the primary voting in South Carolina, Hedgeye and Potomac Research Group hosted an exclusive 60-minute conference call with South Carolina Democratic Chair Jamie Harrison and Republican Chair Matt Moore to give their outlooks on how each race is developing in their state.

 

2. FCC Proposal Should Worry Disney, Verizon, Charter (2/19/2016)

 

In this HedgeyeTV video excerpt, Potomac Research Group Senior Telecommunications & Cable analyst Paul Glenchur discusses FCC proposed rules on set-top boxes and how that will affect cable operators, telecoms and major cable programmers with Hedgeye Internet & Media analyst Hesham Shaaban.

 

3. Howe: How Demographic Trends Impact Your Portfolio (2/19/2016)

 

In this recent excerpt of The Macro Show, Hedgeye Managing Director and Demography analyst Neil Howe responds to a subscriber’s question about how the “glacial pace” of demographic trends and migration impacts investors’ portfolios. 

 

4. Under 60 Seconds: Walmart's Earnings Report | $WMT (2/18/2016)

 

Hedgeye highlights three key points from Walmart's quarter courtesy of our Retail analyst Brian McGough.

 

5. McCullough: ‘Markets Are Looking Crashy’ (2/18/2016)

 

In this brief excerpt of The Macro Show earlier today, Hedgeye CEO Keith McCullough explains why he’s more convinced than ever that stocks will crash and why 2016 is eerily reminiscent of 2008.

 

6. From Washington To Wall Street: What To Watch With JT Taylor (2/18/2016)

 

In this HedgeyeTV video, Potomac Research Group Chief Political Strategist JT Taylor speaks with Hedgeye Director of Research Daryl Jones about who’s hot and who’s not in the race for the White House, the anti-establishment surge implications of Donald Trump and Bernie Sanders, and the brewing brouhaha over Justice Scalia’s empty seat on the Supreme Court.

 

7. Why 2016 Will Remain A ‘Painful’ Year For Oil (2/17/2016)

 

Joe McMonigle, Senior Energy Analyst for Potomac Research Group and The Abraham Group, joined Hedgeye CEO Keith McCullough on The Macro Show to give his updated thoughts on OPEC and oil prices.  

 

8. McCullough: ‘Are You Bearish Enough?’ (2/16/2016)

 

In this brief excerpt of The Macro Show from this morning, Hedgeye CEO Keith McCullough explains why most investors aren’t bearish enough.

 

9. Young Guns | A Deep Dive Into Earnings (2/16/2016)

 

Young Guns is a new HedgeyeTV show showcasing our millennial-aged analysts’ insight into how they approach their research.


This Week In Hedgeye Cartoons

Our cartoonist Bob Rich captures the tenor on Wall Street every weekday in Hedgeye's widely-acclaimed Cartoon of the Day. Below are his five latest cartoons. We hope you enjoy his humor and wit as filtered through Hedgeye's market insights. (Click here to receive our daily cartoon for free.)

 

1. Juggling Bull (2/19/2016)

This Week In Hedgeye Cartoons - juggling bull 02.19.2016

 

"We need to suck every last permabull into believing that the "bottom is in", then kaboom," Hedgeye CEO Keith McCullough wrote earlier this week. 

 

2. Crash Test Dummies (2/18/2016)

This Week In Hedgeye Cartoons - Stocks crash test dummies cartoon 02.18.2016

 

The stock market is headed for a crash. 

 

3. The Three Little Pigs (2/17/2016)

This Week In Hedgeye Cartoons - central bank cartoon 02.17.2016

 

Central bankers have become concerned about recent tumult in financial markets. They should be. Macro markets continue to signal economic growth is slowing.

 

4. The Dying Cartel (2/16/2016)

This Week In Hedgeye Cartoons - OPEC cartoon 02.16.2016

 

News of OPEC's death might not be an exaggeration.

 

 


Daily Trading Ranges

20 Proprietary Risk Ranges

Daily Trading Ranges is designed to help you understand where you’re buying and selling within the risk range and help you make better sales at the top end of the range and purchases at the low end.

Ahead Of Primary, South Carolina Democratic & GOP Party Chairs Weigh In

 

Before the primary voting in South Carolina, Hedgeye and Potomac Research Group hosted an exclusive 60-minute conference call with South Carolina Democratic Chair Jamie Harrison and Republican Chair Matt Moore to give their outlooks on how each race is developing in their state.  Here are some highlights.


FCC Proposal Should Worry Disney, Verizon, Charter

 

In this HedgeyeTV video excerpt, Potomac Research Group Senior Telecommunications & Cable analyst Paul Glenchur discusses FCC proposed rules on set-top boxes and how that will affect cable operators, telecoms and major cable programmers with Hedgeye Internet & Media analyst Hesham Shaaban.


The Week Ahead

The Economic Data calendar for the week of the 22nd of February through the 26th of February is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.

 

CLICK IMAGE TO ENLARGE.

The Week Ahead - 02.19.16 Week Ahead


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