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. McCullough: If You Don’t Do Macro, Macro Will Do You (5/20/16)
https://www.youtube.com/watch?v=6jZvpf57Zro
In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough responds to a subscriber’s question about whether he thinks there will be a “20% or more” drawdown in the S&P 500 from here. Spoiler Alert: He does.
2. REPLAY | Today's Healthcare Q&A with Tom Tobin | $HCA $AHS $MDRX $ATHN $HOLX $ILMN (5/19/16)
https://cdn.jwplayer.com/players/awzPVvFk-KY3o17gg.js
Click here to access the associate slides.
Earlier this week, our Healthcare analysts Tom Tobin and Andrew Freedman discussed their top ideas and the latest trends in the Healthcare space.
Topics included:
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#ACATaper thesis update with latest employment and JOLTS reports and implications for HCA Holdings (HCA) and AMN Healthcare Services (AHS)
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Allscripts (MDRX) earnings recap and latest thoughts on attrition
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Athenahealth (ATHN) and Hologic (HOLX) tracker updates
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Illumina (ILMN)…. Throwing our hat into the ring
3. McCullough: History Is An Important Guide To Mr. Market (5/19/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough responds to a “fantastic question” about the correlation between the U.S. dollar and Treasuries now that the dollar is getting stronger.
4. Why The 10-Year Yield May Make All-Time Lows (5/19/2016)
In a brief excerpt from The Macro Show earlier this week, Hedgeye CEO Keith McCullough responds to a subscriber’s question about whether the yield on the 10-year U.S. Treasury note will fall below 1.50%.
5. FLASHBACK | McGough: Target Is A ‘Killer Name On The Short Side’ (5/18/2016)
Earlier today, Target management blamed an “increasingly volatile consumer environment” for its weak earnings and guidance. Its shares fell as much as 9% on the news. In this prescient HedgeyeTV video flashback from last week, our Retail analyst Brian McGough discussed why Target (TGT) was among his top short ideas ahead of today’s earnings release.