prev

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. McCullough: Is The Fed Dumb Enough To Hike On Today’s Jobs Report? (4/1/2016)

 

 

In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough discussed how the Fed will interpret today’s late cycle non-farm payroll numbers and its implications for investors.

 

2. McCullough: Shame On You Mark Zandi (3/31/2016)

 

 

In this animated excerpt from The Macro Show, Hedgeye CEO Keith McCullough pulls no punches on establishment economist Mark Zandi and establishment financial media which is failing America. 

 

3. McCullough: S&P Earnings Confront ‘Toughest Comps In U.S. History’ (3/31/2016)

 

 

Hedgeye CEO Keith McCullough crystalizes an enormous risk facing the U.S. stock market right now in this brief excerpt from The Macro Show today. 

 

4. One Of Our Best Calls YTD (3/30/2016)

 

 

In this brief excerpt from The Macro Show today, Hedgeye Senior Macro analyst Darius Dale discusses our macro team’s call to remove the Industrials and Energy sector as top short ideas while adding short Financials. 

 

5. Millennials Gone Mild: The Investing Implications (3/30/2016)

 

 

In this complimentary edition of “About Everything,” Hedgeye Demography Sector Head Neil Howe discusses the sweeping behavioral changes of Millennials (“Generation Yawn”) compared to prior generations, and spells out what it all means for investors and companies around the globe.

 

6. The Airbnb Impact On Hotels & Timeshare (3/30/2016)

 

 

Hedgeye’s Gaming, Lodging, and Leisure team hosted a presentation recently to introduce our proprietary Airbnb listings/price tracker and discuss the Airbnb impact on the lodging and timeshare space.

 

7. McCullough: Short Rich People? (3/28/2016)

 

 

In this recent clip from The Macro Show, Hedgeye Demography Sector Neil Howe and CEO Keith McCullough discuss the income gulf between America’s “haves” and “have-nots” and why that gap may narrow in the years to come.


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.)

 

Enjoy!

 

1. Happy April Fools' Day (4/1/2016)

This Week In Hedgeye Cartoons - April foo cartoon 04.01.2016

 

See today's supposedly "bullish" non-farm payroll numbers? Nothing to celebrate. "Remember, whatever the bulls want to characterize as "good" news now = #Fed rate hike," says Hedgeye CEO Keith McCullough. 

 

On a related note, we've got big news.

 

2. Dysfunction (3/31/2016)

This Week In Hedgeye Cartoons - Yellen cartoon 03.31.2016

 

"The Fed is S&P 500 dependent, not data dependent," Hedgeye CEO Keith McCullough wrote recently. 

 

3. Reality Check (3/30/2016)

This Week In Hedgeye Cartoons - Math   Myth cartoon 03.30.2016

 

"Since Q4 ended on December 31st (they haven’t been able to centrally plan a change in the calendar dates yet), has anyone considered why we just saw the worst 6 week start to a stock market year ever? Yep, it’s the Profit vs. Credit Cycle (within the Economic Cycle), stupid," Hedgeye CEO Keith McCullough wrote in a recent Early Look.

 

4. Whack! (3/29/2016)

This Week In Hedgeye Cartoons - oil cartoon 03.29.2016

 

Oil is getting knocked around again today, down another -2.4%, despite Fed head Janet Yellen reiterating that declining crude prices are "transitory."

 

5. Corporate Contraction (3/28/2016)

This Week In Hedgeye Cartoons - corp profits cartoon 03.28.2016

 

While U.S. 4Q GDP was revised up to +1.4%, the corporate profit component showed a -10.5% Y/Y contraction. That marks the second consecutive quarter in which corporate profit growth was down Y/Y. Over the past 30 years, two consecutive quarters of shrinking corporate profits have always preceded a material stock market crash.


The Week Ahead

The Economic Data calendar for the week of the 4th of April through the 8th of April 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 - 04.01.16 Week Ahead


GET THE HEDGEYE MARKET BRIEF FREE

Enter your email address to receive our newsletter of 5 trending market topics. VIEW SAMPLE

By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails.

Cartoon of the Day: Happy April Fools' Day

Cartoon of the Day: Happy April Fools' Day - April foo cartoon 04.01.2016

 

See today's supposedly "bullish" non-farm payroll numbers? Nothing to celebrate. "Remember, whatever the bulls want to characterize as "good" news now = #Fed rate hike," says Hedgeye CEO Keith McCullough. 

 

On a related note, we've got big news.


McCullough: Is The Fed Dumb Enough To Hike On Today’s Jobs Report?

In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough discussed how the Fed will interpret today’s late cycle non-farm payroll numbers and its implications for investors.


Craziest Offer In Hedgeye History (Not an April Fool's Joke)

Takeaway: The deal expires at 4pm today. Get it before it's gone.

Click image below to take advantage of thiS offer.

 

Craziest Offer In Hedgeye History (Not an April Fool's Joke) - z april fools promo


Hedgeye Statistics

The total percentage of successful long and short trading signals since the inception of Real-Time Alerts in August of 2008.

  • LONG SIGNALS 80.64%
  • SHORT SIGNALS 78.61%
next