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. Sputtering (6/3/2016)

This Week In Hedgeye Cartoons - jobs cartoon 06.03.2016


Today we learned that the U.S. economy added a paltry 38,000 jobs in the month prior. Our Macro team nailed it.




2. Today's OPEC Meeting (6/2/2016)

This Week In Hedgeye Cartoons - Saudi cartoon 06.02.2016


Nothing like $50 oil to create a positive atmosphere at the OPEC meeting in Vienna.


Our Senior Energy Analyst Joe McMonigle, who attended the meeting, has said for months not to expect any big action at the June meeting. But Joe said he was looking for signs of potential action at the next OPEC meeting in December after continued reductions in non-OPEC production.


Joe believes the Saudis offered up such a sign on Wednesday when a "senior gulf official" said the Kingdom was "open" to some action to stabilize prices. As a result, for the first time in two years, we think a policy change could be under consideration at the end of the year.


3. BLIND FAITH (6/1/2016)

This Week In Hedgeye Cartoons - Fed Hike cartoon 06.01.2016


The Yellen Fed seems oblivious to the idea that they are considering hiking rates into an economic slowdown.


4. Janet's Mess (5/31/2016)

This Week In Hedgeye Cartoons - Hawk or dove cartoon 05.31.2016


"On Friday at Harvard, Janet Yellen said that, based on her estimate of where the US economy is at, the Federal Reserve will “probably” raise rates in June or July," Hedgeye CEO Keith McCullough wrote in today's Early Look. "Ok. What if she raises and her estimates are wrong (again)?"

The Week Ahead

The Economic Data calendar for the week of the 6th of June through the 10th of June is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.



The Week Ahead - 06.03.16 Week Ahead

Benn Steil: Mercurial Central Bankers Screwing Markets


In this edition of “Real Conversations,” Benn Steil, director of international economics at the Council on Foreign Relations and author of "The Battle of Bretton Woods" discusses the significant challenges facing investors as global central bankers continue to manipulate and flummox markets with Hedgeye CEO Keith McCullough.  “This environment has never been more complicated for investors,” explains Dr. Steil. “They can no longer count on what monetary policy makers are telling them.”


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The Good Stuff: Reports and News Articles you May Have Missed This Week

Takeaway: The best of the best: our favorite reading material from the week of May 30th.

Happy Friday. Each week we read a lot of stuff so you don't have to. Below is our list of the best of the best this week and a final word from Jeff Buckley for those of you that love a little guitar artistry.


The Affordable Care Act

In a Secret Meeting, Revelations on the Battle Over Health Care, New York Times, May 30, 2016



The FDA isn't listening to patients pleading for drug approvals. Nor should it. Stat News, June 2, 2016

Sharp Rise in Cancer drug Spending Forecast, but Access remains a Problem, Stat News, June 2, 2016

Fearing Drugs’ Rare Side Effects, Millions Take Their Chances With Osteoporosis, June 1, 2016

Judge orders Washington Medicaid to provide hepatitis C drug, Modern Healthcare, May 30, 2016 <GLD>


Health Care Services:  

Does The Site Of Care Change The Cost Of Care?, Health Affairs, June 2, 2016

Nonprofits' Tax-Exemption Battle Moves to the Courts, Governing, June 2, 2016

Unpaid, stressed, and confused: patients are the health care system's free labor, Vox, June 1, 2016

The U.S. Health Disadvantage And The Role Of Spending, Health Affairs, June 1, 2016

After prompting from high-profile docs, CMS opens up CPC+ to ACOs, Mobihealth News, May 31, 2016 


Health Care IT

ONC and CMS: We're at a critical inflection point for EHRs, interoperability, HealthcareIT News, May 31, 2016 <ATHN> <CERN>

Athenahealth seeks to "unbreak" healthcare with the help of humor, MedCity News, June 1, 2016 <ATHN>



Why lower ACA exchange enrollment may not be a bad thing, Modern healthcare, june 2, 2016 <All Health Insurers>

Health insurance mega-deals aren't winning over a key party: large employers, Modern Healthcare, June 1, 2016 <HUM> <AET> ATHM> <CI>

Advanced Analytics: A Triple Win for Payers, Healthcare Finance, June 1, 2016

UnitedHealth To Exit California’s Obamacare Market, California Healthline, May 31, 2016 


Random Miscellany

Scientists name praying mantis species after Ginsburg, The Hill, June 1, 2016


Shameless Sell Promotion

Maternity Tracker Update, June 2, 2016

HOLX 3D Update Falling Short QTD, June 1, 2016


Last week we asked if we could have an Hallelujah. This week we are giving you one. In memory of the late, great Jeff Buckley who died 19 years ago this week in Memphis:



Follow me on Twitter for more throughout the week

Cartoon of the Day: Sputtering

Cartoon of the Day: Sputtering - jobs cartoon 06.03.2016


Today we learned that the U.S. economy added a paltry 38,000 jobs in the month prior. Our Macro team nailed it.



Does a Third-Party Candidate Derail Trump?


In this edition of Washington To Wall Street, Hedgeye Potomac Chief Political Strategist JT Taylor and Director of Research Daryl Jones discuss what a third-party Libertarian presidential bid may mean for Donald Trump’s Oval Office aspirations.

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 80.52%
  • SHORT SIGNALS 78.70%