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.)




1. This Overlooked Housing Investigation Has Huge Investing Implications (7/29/2016)



In this excerpt from The Macro Show, Hedgeye Housing analyst Josh Steiner explains the findings of a recent Treasury Department investigation that has significant implications for housing investors. 


2. REPLAY | About Everything with Neil Howe: Earnings Smaller Than They Appear (7/28/2016)



In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the growing use of "pro forma" accounting and explains the broader implications for investors.

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


Click here to access the associated About Everything slides.


3. Under 60 Seconds: 3 Takeaways From Hilton's Earnings Report (7/27/2016)



Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan shares three key conclusions from Hilton's earnings report and why it remains on the Best Ideas list as a short.


4. Why We’re Positive On Las Vegas Sands And Its Fat Dividend (7/27/2016)



In this brief excerpt from The Macro Show this morning, Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan explains why he likes Las Vegas Sands (LVS).


5. Under 60 Seconds: 3 Takeaways From Twitter's Earnings Report (7/27/16) 



Hedgeye Internet & Media analyst Hesham Shaaban shares three key conclusions from Twitter's worse-than-expected earnings report.


6. The Long-Term Twitter Story Isn’t Good (7/26/2016)



In this excerpt from The Macro Show, Hedgeye analyst Hesham Shaaban goes granular on the major headwinds facing Twitter. “Over the last two plus years, management has inflicted so much damage on its model that we really can’t see a way to fix it,” says Shaaban. “If Twitter can figure this out, there’s a ton of upside, given how badly the stock has been dinged throughout its public history. We just can’t see it—not yet at least.”


7. Lazard: Cheap On The Wrong Numbers (7/25/2016)



In this excerpt from The Macro Show earlier today, Hedgeye Financials analyst Jonathan Casteleyn reiterates his short call on Lazard ahead of its earnings report on Thursday.

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. Bob is on a much-deserved summer vacation. While he kicks back and relaxes, we're going into the Hedgeye Vault and highlighting some of his best work. (Click here to receive our daily cartoon for free.)




1. GDP Stink Bomb (7/29/2016)

This Week In Hedgeye Cartoons - GDP cartoon 05.29.2015



Considering Friday's dismal 1.2% second quarter GDP reading, we bring you another audience favorite


2. Fallen... (7/28/2016)

This Week In Hedgeye Cartoons - Oil cartoon 12.09.2014 large


Oil has tumbled -25% off the recent high.


3. Volcker To Yellen (7/27/2016)

This Week In Hedgeye Cartoons - Fed Chairmen cartoon 02.03.2016


In light of this week's Fed decision to hold rates steady today...


4. In Case You Didn't Know (7/26/2016)

This Week In Hedgeye Cartoons - Fed lady cartoon 06.25.2016  1


A relevent cartoon ahead of the Fed's policy announcement.


5. Iceberg(s) (7/25/2016)

This Week In Hedgeye Cartoons - Greek iceberg cartoon 06.30.2015 large


Given the resurgence of Europe’s ongoing, multifaceted issues, we bring you this cartoon, originally published in June 2015. It's just as fitting today as investors fret over Italian bank solvency and a host of other issues in Europe.

The Week Ahead

The Economic Data calendar for the week of the 1st of August through the 5th of August 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 - 07.29.16 Week Ahead

Attention Students...

Get The Macro Show and the Early Look now for only $29.95/month – a savings of 57% – with the Hedgeye Student Discount! In addition to those daily macro insights, you'll receive exclusive content tailor-made to augment what you learn in the classroom. Must be a current college or university student to qualify.

[From The Vault] Cartoon of the Day: GDP Stink Bomb

[From The Vault] Cartoon of the Day: GDP Stink Bomb - GDP cartoon 05.29.2015


Our inimitable, in-house cartoonist Bob Rich is on a much-deserved summer vacation. While he kicks back and relaxes, we're going into the Hedgeye Vault and highlighting some of his best work. Considering today's dismal 1.2% second quarter GDP reading, we bring you another audience favorite


A Certified Train Wreck GDP Report

A Certified Train Wreck GDP Report - GDP cartoon 10.29.2015

Let’s cut to the chase. Today's Q2 US GDP report was a certified train wreck. Here's a closer look.

Capital Brief | Trump Vs. Clinton: A Tale Of Convention Contrast

Takeaway: Clinton's Convention Contrast; Depending On Independents; Russian Roulette

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


Capital Brief | Trump Vs. Clinton: A Tale Of Convention Contrast - JT   Potomac under 1 mb


"If your actions inspire others to dream more, learn more, do more and become more, you are a leader."

-John Quincy Adams


Hillary Clinton took center stage last night and made a case to her fellow Democrats and the country why they should coalesce around and support her this November. In a three-day build up to last night, speakers cast Clinton as experienced, stable and committed in stark contrast to Donald Trump - but all lot of this boils down to whether voters can connect to her on a personal level. Chelsea Clinton’s introduction provided the perfect touch portraying her mother as a role model and grandmother to all and amplifying her father’s message earlier in the week.


Clinton’s speech did what Donald Trump’s did not do – she addressed how she’ll provide strong and stable leadership and bring about economic change while at the same time conveying passion and dedication to the causes of millions of Americans. Clinton’s main objective was to neutralize her lingering negatives and appeal to Americans as an experienced hand and unifier by showcasing her career and persistent drive through decades of public service.  


We see a requisite bump in the polls after a solid four days in Philly, but will she continue to excite her constituencies and sustain the momentum?


Uncommitted voters disenchanted with the two-party system continue to hold out on and with both conventions now complete, we wonder if either party has created enough enthusiasm for the ever-growing number of Independents to swing their way. Democrat-turned-Republican-turned-Independent Michael Bloomberg made the case against Trump for pro-business Independents who are wary of Clinton, but only time will tell if his endorsement is strong enough to shift voters her way.


Bernie Sanders’s supporters hold the golden ticket, but with the curtain now closed on the convention, it comes down to the strength and passion of the party’s message and grassroots efforts.


Trump rattled off some of the more myopic statements on Russia since former AK Governor Sarah Palin reminded us that Russia can be seen from her house...Criticism from all corners is building for his outrageous remarks encouraging Russia to continue their hacking efforts to find Clinton’s missing emails. Whether it was sarcasm or not, it crystallized where Trump’s head is. Rather than focusing on party themes and policy differences, like the ones he will see in debates, he sticks to the personal attacks that helped him thrive in the primaries.


We heard promises that the Republican convention would be a turning point for Trump, after which he would buckle down and get serious, but instead he continues to fall back on ridicule, innuendo and attention-getting headlines. While most of the country finally realizes that this is a change election - his rhetoric will only get him so far until he digs deeper on substance and focuses on solutions mattering most to the American people.

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 80.47%
  • SHORT SIGNALS 78.70%