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6 VIDEOS: 'About Everything' With Renowned Demographer Neil Howe

Takeaway: In the videos below, Neil Howe covers topics like the surge in mental health services & Millennial to Boomer behavioral differences.

6 VIDEOS: 'About Everything' With Renowned Demographer Neil Howe - neil howe headshot

 

In case you missed it, world-renowned demographer and Hedgeye Managing Director Neil Howe hosted the sixth installment of his About Everything series yesterday, discussing the long-term secular decline of the cable industry. For the record, Neil's work has garnered the resounding praise of such polar political opposites as Vice President Al Gore and former House Speaker Newt Gingrich. (Click here to read Howe's complete biography.)

 

During live About Everything broadcasts, Howe dissects a topic's key underlying demographic trends and distills the broader implications for investors and their portfolios. Below are the six complimentary video installments, in their entirety, along with Howe's accompanying written pieces. The wide-ranging topics covered include the surge in mental health services, the demographic drivers behind "less interest in things" and the behavioral differences between Millennials and Baby Boomers.

 

Enjoy!

 

1. About Everything: Does Cable Have a Future? (5/10/2016)

 

 

In this complimentary edition of About Everything below, Hedgeye Demography Sector Head Neil Howe writes about why the cable and satellite TV industry's glory days are behind it. In it, Howe dissects the underlying demographic drivers and explains the broader implications for investors. 

 

Click here to read Howe’s associated About Everything piece.

 

2. About Everything | The Surge in Mental Health Services (4/28/2016)

 

 

In this complimentary edition of About Everything, renowned demographer and Hedgeye Sector Head Neil Howe discusses why "mental health services spending is riding a long-term attitudinal shift that has brought mental health issues out into the open." Howe explains why it's happening and explores the broader societal and investing implications.

Click here to read Howe’s associated About Everything piece.

 

3. About Everything | The Golden Age of Home Improvement (4/24/2016)

 

 

In this complimentary edition of About Everything, renowned demographer and Hedgeye Sector Head Neil Howe explores why consumer spending on home improvement is outstripping GDP growth and the key demographic trends behind this shift.

 

Click here to read Howe’s associated About Everything piece.

 

4. About Everything | A Perfect Storm of Trends Points to Less Interest In "Things" (4/18/2016)

 

 

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses why manufacturers and retailers should prepare for the possibility that “goods” aren’t coming back anytime soon. And, even when (and if) the industrial sector emerges from its long-term atrophy, the underlying framework of the “old economy” will look entirely different than what we see today.

 

Click here to read Howe’s associated About Everything piece.

 

5. About Everything | When Less Is More (4/13/2016)

 

 

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses why "we’re entering a new era in which simplicity — not choice — is the hallmark of a cutting-edge brand." 

 

Click here to read Howe’s associated About Everything piece.

 

6. about everything | 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.

 

Click here to read Howe’s associated About Everything piece.


Clinton's Latest Attack On 'The King Of Debt'

Below is a brief excerpt from Hedgeye Potomac Chief Political Strategist JT Taylor's Morning Bullets sent to institutional clients each morning. For more information on how you can access our institutional research please email sales@hedgeye.com.

IS IT JUNE 7 YET?

Clinton's Latest Attack On 'The King Of Debt' - hillary lates

 

With Bernie Sanders' victory in WVA last night, Hillary Clinton is looking to run the clock out this month - without attracting further damage to her general election chances.  We've said before that the May primary calendar favors Sanders, but with the Republican field cleared and Donald Trump the presumptive nominee Clinton is unexpectedly (and unpreparedly?) finding herself under attack by him as well as Sanders - precisely at the time when she needs to unite the Democrats. Sanders is poised to win in OR next Tuesday and Clinton is now refocusing her attention on KY (also next Tues) where the coal comments that cost her WVA - which she won in a landslide in 2008 -  are now cutting into her support there.

CLINTON TALKS TYCOONS

 

The Clinton campaign floated a new attack on Trump, painting the billionaire as a heartless tycoon. No doubt this attack is an attempt to convince the "Never Hillary" Democrats, who feel Trump may provide the shakeup they so desperately want from Bernie, that Trump is less Bernie-like than Hillary. The jury is still out on whether this new approach will actually work to bring Bernie Democrats back into the fold (or backfire a-la-Goldman-speeches).

KING OF DEBT

Clinton's Latest Attack On 'The King Of Debt' - make america

 

Trump continued to blast past criticisms that his tax plan would raise the national debt by $45 trillion over 20 years and provide $3.2 trillion in tax breaks to millionaires, emphasizing that everyone would get tax breaks. He suggested he would increase taxes on the wealthy, but then said they would "pay less than they pay now" and then "On my plan they're going down. But by the time it's negotiated, they'll go up," which definitely cleared things up.  Ahem.  

 

He also reiterated his title as "King of Debt," with comments suggesting a Trump Administration might not fully honor Treasury Department bonds. Never one to create confusion, Trump clarified to, "I understand debt better than probably anybody. I know how to deal with debt very well. I love debt -- but you know, debt is tricky and it's dangerous, and you have to be careful and you have to know what you're doing." We're sure global markets are breathing a sigh of relief for the clarification.


A Brief Update On Earnings Season & Sector Performance

Takeaway: As Macy's (M) & Disney (DIS) missed earnings numbers and shares implode this morning, here's a critical update on earnings season.

A Brief Update On Earnings Season & Sector Performance - Earnings cartoon 11.03.2015

 

A grand total of 446 of 500 S&P 500 companies have reported earnings, aggregate sales and earnings growth is down -2.4% and -8.5% respectively.

 

A few callouts:

 

  • 6 of 10 sectors have reported negative sales and earnings growth;
  • Energy leads the laggards, with sales and earnings plummeting -31.6% and -108.7% respectively;
  • Financials & Materials earnings growth is down -14.3% and -15.1% respectively;

 

A Brief Update On Earnings Season & Sector Performance - earnings season 5 11

 

Meanwhile, looking at sector Performance:

 

  • Our Macro team's favorite long sector of 2016, Utilities (XLU), continues to outperform, 13.1%;
  • Our favorite short, Financials (XLF), is down -2.3% and is the second worst performing sector;
  • Other callouts: Healthcare (XLV) is having a rough 2016 and Energy (XLE), which had a rough start to the year, is the second best performing sector. 

 

A Brief Update On Earnings Season & Sector Performance - sector performance 5 11


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Daily Market Data Dump: Wednesday

Takeaway: A closer look at global macro market developments.

Editor's Note: Below are complimentary charts highlighting global equity market developments, S&P 500 sector performance, volume on U.S. stock exchanges, and rates and bond spreads. It's on the house. For more information on how Hedgeye can help you better understand the markets and economy (and stay ahead of consensus) check out our array of investing products

 

CLICK TO ENLARGE

 

Daily Market Data Dump: Wednesday - equity markets 5 11

 

Daily Market Data Dump: Wednesday - sector performance 5 11

 

Daily Market Data Dump: Wednesday - volume 5 11

 

Daily Market Data Dump: Wednesday - rates and spreads 5 11


A #LateCycle Reality Check Hits Disney, Macy's, China, Italy, etc...

Takeaway: Recent stumbles in Disney shares, Italy's bank-heavy FTSE MIB index, and China's Hang Seng index are prime examples of #GrowthSlowing.

A #LateCycle Reality Check Hits Disney, Macy's, China, Italy, etc... - late cycle cartoon 10.08.2015

 

It's getting tougher each day for deniers of #LateCycle reality.

 

"I wonder if Disney missing for the 1st time in 5yrs has anything to do with #TheCycle (it continues to slow)," Hedgeye CEO Keith McCullough wrote in a note to subscribers this morning.

 

Even chart chasers can digest the massive rally in Disney (DIS) shares followed by the abrupt flatlining. Note: DIS is down more than -10% from it's August 2015 peak.

 

 

By the way...

 

It's going to be a rough #LateCycle reality check for Macy's (M) investors this morning. The retailer printed lackluster earnings eerily reminiscent of the last cycle's rollover. (It has also already nosedived from its July 2015 peak – it's down almost -50% since then.)

 

 

It's happening around the world...

 

Check out European economic data:

 

 

And Italy's banking-heavy FTSE MIB leads the losers today. 

 

Thanks NIRP!

 

 

(For more, read the FT's piece about the German regulator who called NIRP a "seeping poison." Or Spain's 50-year Long Bond issuance as growth continues to slow.)

 

 

Rouding out the morning's #GrowthSlowing flops is China's Hang Seng:

 

 

Meanwhile, there's always a bull market somewhere...

 


CHART OF THE DAY: A Look At The Peak In S&P 500 P/E

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.

 

"... Unless we’re going to go all-in #bubble multiple speak (Bernstein slapped a $1000 price target on AMZN yesterday), as you can see here in our Chart of The Day, forward SP500 P/E multiples already peaked (right on time) last year too."

 

CHART OF THE DAY: A Look At The Peak In S&P 500 P/E - 05.11.16 EL Chart


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