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 ShowReal-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. Under 60 Seconds: Foot Locker's Earnings Report | $FL (2/26/2016)

 


Hedgeye Retail analyst Brian McGough highlights three key points from Foot Locker's latest earnings report.

 

2. McCullough: How To Think About Volume (2/26/2016)

 

 

In this brief excerpt from RTA Live, Hedgeye CEO Keith McCullough responds to a subscriber’s question about how we analyze financial markets (using price, volume, volatility) and how best to interpret what market volume is telling you.  

 

3. Under 60 Seconds: Wayfair's Earnings Report | $W (2/25/2016)

 

 

Hedgeye Retail analyst Brian McGough highlights three key points from Wayfair's latest earnings report.

 

4. Three Reasons Why Financials Are ‘Getting Mercy Crushed’ (2/25/2016)

 

 

In this brief excerpt of The Macro Show, Hedgeye Senior Macro analyst Darius Dale and Commodity analyst Ben Ryan discuss our macro themes and why we advised our subscribers to be underweight Financials heading into 2016.

 

5. McCullough: How To Think About Risk Ranges (2/24/2016)

 

 

In this brief excerpt of The Macro Show, Hedgeye CEO Keith McCullough explains how to use his daily risk ranges and why widening risk ranges could be signaling a coming collapse in equities.

 

6. Healthcare Updates Replay | MD HOLX MDRX (2/23/2016)

 

*Click here for the slides from this presentation.

 

Our Healthcare analysts Tom Tobin and Andrew Freedman provide updates on a few of their Best Ideas.

 

Topics included:

  • MEDNAX (MD) is the acquisition model broken
  • Hologic (HOLX) 3D update
  • Allscripts Healthcare Solutions (MDRX) field notes
  • Recession tracker

 

7. McCullough: Sold to You, Jamie! (2/23/2016)

 

 

On RTA Live this morning, Hedgeye CEO Keith McCullough talked about recent moves in $JPM and why now is a bad time to be long financials.

 

8. What Matters More? Sentiment Or Fundamentals (2/23/2016)

 

 

In this brief excerpt of The Macro Show, Hedgeye Senior Macro analyst Darius Dale and CEO Keith McCullough discuss the relationship between the economic cycle and financial markets and how the former influences our approach to the latter.

 

9. Barron’s: ‘3% Growth, No Recession’ … LOL (2/22/2016)

 

 

In this animated excerpt of The Macro Show, Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale discuss why Barron’s is wrong on U.S. economic growth and why Friday’s GDP report will have a “0” in front of it.

 

 


7 Tweets Summing Up What You Need to Know About Today's GDP Report

"There's a tremendous opportunity to educate people in our profession on how GDP is stated and projected," Hedgeye CEO Keith McCullough wrote today. Here's everything you need to know about today's GDP report.

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Cartoon of the Day: Crash Test Bear

In the past six months, U.S. stock indices are up between +12% and +18%.

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GOLD: A Deep Dive on What’s Next with a Top Commodities Strategist

“If you saved in gold over the past 20 to 25 years rather than any currency anywhere in the world, gold has outperformed all these currencies,” says Stefan Wieler, Vice President of Goldmoney in this edition of Real Conversations.

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Exact Sciences Up +24% This Week... What's Next? | $EXAS

We remain long Exact Sciences in the Hedgeye Healthcare Position Monitor.

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Inside the Atlanta Fed's Flawed GDP Tracker

"The Atlanta Fed’s GDPNowcast model, while useful at amalgamating investor consensus on one singular GDP estimate for any given quarter, is certainly not the end-all-be-all of forecasting U.S. GDP," writes Hedgeye Senior Macro analyst Darius Dale.

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Cartoon of the Day: Acrophobia

"Most people who are making a ton of money right now are focused on growth companies seeing accelerations," Hedgeye CEO Keith McCullough wrote in today's Early Look. "That’s what happens in Quad 1."

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People's Bank of China Spins China’s Bad-Loan Data

PBoC Deputy Governor Yi says China's non-performing loan problem has “pretty much stabilized." "Yi is spinning. China’s bad-debt problem remains serious," write Benn Steil and Emma Smith, Council on Foreign Relations.

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UnderArmour: 'I Am Much More Bearish Than I Was 3 Hours Ago'

“The consumer has a short memory.” Yes, Plank actually said this," writes Hedgeye Retail analyst Brian McGough. "Last time I heard such arrogance was Ron Johnson."

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Buffalo Wild Wings: Complacency & Lack of Leadership (by Howard Penney)

"Buffalo Wild Wings has been plagued by complacency and a continued lack of adequate leadership," writes Hedgeye Restaurants analyst Howard Penney.

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Todd Jordan on Las Vegas Sands Earnings

"The quarter actually beat lowered expectations. Overall, the mass segment performed well although base mass lagging is a concern," writes Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan on Las Vegas Sands.

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An Update on Defense Spending by Lt. Gen Emo Gardner

"Congress' FY17 omnibus appropriation will fully fund the Pentagon's original budget request plus $15B of its $30B supplemental request," writes Hedgeye Potomac Defense Policy analyst Lt. Gen Emerson "Emo" Gardner USMC Ret.

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Got Process? Zero Hedge Sells Fear, Not Truth

Fear sells. Always has. Look no further than Zero Hedge.

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