prev

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. SHORT EARTH? (7/8/2016)

This Week In Hedgeye Cartoons - Intelligent life cartoon

 

A gloomy mood is engulfing the globe. 

 

2. Dumbbells (7/7/2016)

This Week In Hedgeye Cartoons - Rate hike dumbells cartoon 07.07.2016

 

At the beginning of the year, some Fed officials suggested as many as five rate hikes in 2016. Not today. With a Fed gone dovish, the market is now skeptical of any rate hikes this year.

 

3. Wise Guys, Eh? (7/6/2016)

This Week In Hedgeye Cartoons - Three central bankers cartoon 07.06.2016

 

How long can these central planners keep this charlatan charade going?

 

4. Pounded (7/5/2016)

This Week In Hedgeye Cartoons - Pound cartoon 07.05.2016

 

The British pound hit a 31-year-low against the dollar today as the Bank of England warned that "the current outlook for UK financial stability is challenging."


The Week Ahead

The Economic Data calendar for the week of the 11th of July through the 15th of July 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 - 07.08.16 Week Ahead


Cartoon of the Day: Short Earth?

Cartoon of the Day: Short Earth? - Intelligent life cartoon

 

A gloomy mood is engulfing the globe.


the macro show

what smart investors watch to win

Hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

Don't Believe the June Jobs Report Hype

Takeaway: Employment growth continued to slow from its 2.3% y-o-y peak in February 2015 to 1.73% in June.

For those of you out there who actually study #TheCycle (rather than blindly accept the manic financial media's headlines at face value) here's the key chart to consider. It shows the continued slowdown in jobs growth since February 2015.

 

Click images to enlarge

Don't Believe the June Jobs Report Hype - nfp 7 8

 

Digging a little deeper than just the headline 287,000 number... May was revised down from 38,000 to 11,000. As Hedgeye CEO Keith McCullough points out, in other words...

 

 

Here's the detailed breakdown to study today. As you can see, the key takeaway is...

#EmploymentSlowing

 

Don't Believe the June Jobs Report Hype - employment summary 7 8


McCullough: Here’s Who’s Really Getting Paid

In this excerpt from The Macro Show today, Hedgeye CEO Keith McCullough discusses who’s really getting paid in the current  market and economic setup. 


An Animated History Of U.S. #GrowthSlowing (In Just One Minute)

Takeaway: If you don't do macro, macro will do you.

During his presentation of our top Q3 macro themes to our institutional customers yesterday, Hedgeye CEO Keith McCullough empasized the importance of understanding the cycle. The one-minute video below sheds addiitional light on this economic reality.

 

Click below to watch.


real-time alerts

real edge in real-time

This indispensable trading tool is based on a risk management signaling process Hedgeye CEO Keith McCullough developed during his years as a hedge fund manager and continues to refine. Nearly every trading day, you’ll receive Keith’s latest signals - buy, sell, short or cover.

next