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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. Why I Remain An Unrepentant Bear (7/23/2016)

 

 

This is an excerpt from a special presentation Mike O’Rourke, Chief Market Strategist at Jones Trading gave to Hedgeye’s 2016 summer intern class. In this clip, O’Rourke discusses current market and economic conditions, and why he believes myriad market risks are conspiring against a continued bull market run.

 

2. 4 Stocks Hurt By The Retail Slowdown (7/22/2016)

 

 

In this excerpt from The Macro Show, Hedgeye Retail analyst Alec Richards and Macro analyst Ben Ryan discuss the companies most vulnerable to the ongoing retail slowdown.

 

3. About Everything: The Decline of the Film Industry & Its Investing Implications (7/21/2016)

 

 

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses why the movie industry is in decline and breaks down the broader implications for investors.

 

Click here to read the associated About Everything writeup.

 

4. Macro Meets Micro: Behind The Bursting Biotech Bubble (7/21/2016)

 

 

In this excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough and Healthcare analyst Andrew Freedman discuss the macro and micro fundamentals behind the bursting biotech bubble.

 

5. REPLAY | Q&A with Tom Tobin - What to Expect in Healthcare (7/18/16) 

 

CLICK HERE TO ACCESS THE ASSOCIATED SLIDES.

 

**Johnson & Johnson (JNJ) reported this morning and set the quarter's tone for the rest of Healthcare.

 

Hedgeye Healthcare Sector Head Tom Tobin and analyst Andrew Freedman were the studio today to discuss specific implications for ATHN, AHS, MDRX, ILMN, ZBH, HOLXand MD. Tom and Andrew recapped last week's Themes Presentation, which included a comprehensive overview of our #ACATaper and Healthcare Deflation themes with new datasets and analysis.

 

6. McCullough: Buy The All-Time High? (7/18/2016)

 

 

In this excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough cautions subscribers and advises what investors should consider as U.S. equities hit an all-time high.


Why I Remain An Unrepentant Bear

Takeaway: Buyer beware warns market strategist Mike O'Rourke.

This is an excerpt from a special presentation Mike O’Rourke, Chief Market Strategist at Jones Trading gave to Hedgeye’s 2016 summer intern class. In this clip, O’Rourke discusses current market and economic conditions, and why he believes myriad market risks are conspiring against a continued bull market run.

 


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. Vanishing (7/22/2016)

This Week In Hedgeye Cartoons - Market volume cartoon 07.22.2016

 

U.S. equity markets closed in on all-time highs this week but market volume was nowhere to be found.

 

2. A Bear Tale (7/21/2016)

This Week In Hedgeye Cartoons - Europe three bears cartoon 07.21.2016

 

Drawdowns from respective 2015 highs:

 

  • Germany, DAX: -13.7%
  • Italy, FTSE MIB: -30.3%
  • France, CAC: -16.1%
  • Spain, IBEX: -25.8%

 

3. Groovy, Man! (7/20/2016)

This Week In Hedgeye Cartoons - All time high cartoon 07.20.2016

 

What are the bulls smoking buying the all-time high in stocks?

 

4. Going Nowhere (7/19/2016)

This Week In Hedgeye Cartoons - helicopter money cartoon 07.19.2016

 

Rumors about helicopter money aside, Japan's Nikkei is still down 19.8%, inclusive of last week's 10% pop.

 

5. Extinct? (7/18/2016)

This Week In Hedgeye Cartoons - earnings cartoon 07.18.2016

 

Earnings season... hawkish or dovish?


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The Week Ahead

The Economic Data calendar for the week of the 25th of July through the 29th 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 - 07.22.16 Week Ahead


Cartoon of the Day: Vanishing

 

Cartoon of the Day: Vanishing - Market volume cartoon 07.22.2016

 

U.S. equity markets closed in on all-time highs this week but market volume was nowhere to be found.


Capital Brief: Trump's Rockstar Performance ... & All Aboard The Boos Cruz!

Takeaway: Let's Get Ready To Ruuuumble; Boos Cruz; Trump-Nato;

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

 

Capital Brief: Trump's Rockstar Performance ... & All Aboard The Boos Cruz! - JT   Potomac under 1 mb

 

"With me it is exceptionally true that the Presidency is no bed of roses."

-James Knox Polk 

LET’S GET READY TO RUUUUMBLE

Even for a master showman like Donald Trump, last night’s primetime acceptance speech was the biggest test of his life and his campaign, and he did what Donald needed to do. After three days of convention chaos, a very poised and polished Ivanka Trump introduced the softer side of her father and made the strongest appeal of the week to women while portraying her father as a fighter.

 

The pleasantries stopped there as Trump launched into an hour-long dialogue doubling-down on ideals he’s pushed for over a year, and presented himself as the leader who will bring law and order to a country victimized by corruption, illegal immigrants and terrorism. The night was Trump’s and he closed the convention the way he wanted to close it, leaving no prisoners and highlighting what he’ll do to put America first again.

 

His rockstar performance brought the Quicken crowd to their feet - and solidified his most fervent supporters viewing from their living rooms - but will it be enough to appeal to undecideds, independents and estranged Democrats?

BOOS CRUZ

Trump’s campaign tried to focus the Republican convention on party unity, but it’s apparent that Senator Ted Cruz didn’t get the memo. Most Republicans eyeing future runs for 1600 Pennsylvania Ave have already made peace with Trump, or at least ignored him altogether, and worry a failure to fall in line could backfire if the outspoken and mercurial candidate ends up placing the blame of his defeat - at their feet.

 

But for over a year now, Cruz and like-minded conservatives have made the case that Republicans will lose again if they nominate an insufficiently conservative candidate, and they’re betting that a Trump loss would prove their point. Cruz is only 45 years old and could have a long political career ahead of him – that is, if his arrogance doesn’t come back to haunt him.

TRUMP-NATO

It’s been said that foreign policy is not Trump’s strong suit, and his previous quip that he “watches the shows” to gather geopolitical information further cements that view. So we weren’t surprised when Trump stepped into it again by stating that the US would not necessarily defend new NATO members in the Baltics in the event of Russian attack.

 

Hmmm...that contradicts everything his newly-minted veep has said, not to mention that it rattles the very foundation of NATO itself, further digging himself into a deeper hole. His lack of foreign policy cred and unorthodox declarations will be on full display throughout the election, especially as his counterpart continually references her experience and steady hand.


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