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CHART OF THE DAY: A Closer Look At Earnings "Beats" Vs. Earnings "Growth"

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.

 

"... What is American Goldilocks?

 

  1. Forget the 2-3-4%, we need GDP of 1% (but definitely not 0%)
  2. Earnings to “beat” beaten down expectations (and still be negative y/y)
  3. A Dovish Fed that pretends to be hawkish so they can go back to dovish
  4. The “but, but… the labor market is good” political narrative
  5. Stocks and Bonds near their highs for the YTD, at the same time

 

Yep. Don’t worry. We’re all in the 1% now."

 

CHART OF THE DAY: A Closer Look At Earnings "Beats" Vs. Earnings "Growth" - 08.08.16 EL chart


Real Conversations: How the Smart(est) Money Invests

In this edition of “Real Conversations,” AQR Capital Management principal and Efficiently Inefficient author Lasse H. Pedersen sits down with Hedgeye CEO Keith McCullough to demystify the “secret” world of active investing.  Pedersen, who is also a finance professor at Copenhagen Business School and NYU Stern School of Business, describes some of the key trading strategies used by top hedge fund managers, many of whom he interviewed one-one-one for his book.


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.)

 

Enjoy!

 

1. Blast Off! (8/5/2016)

This Week In Hedgeye Cartoons - Rate hike cartoon 11.30.2015

 

After Friday's Jobs Report "beat" analyst expectations, Hedgeye CEO Keith McCullough wrote, "After going from hawkish to dovish to hawkish to dovish to hawkish, this Jobs print keeps Federal Reserve hawkish."

 

2. Choppy Waters (8/4/2016)

This Week In Hedgeye Cartoons - fed 6 9 14

 

Since Yellen & Co. have totally got this (for sure), we bring you another audience favorite.

 

3. Bull Bomb (8/3/2016)

This Week In Hedgeye Cartoons - Bull bomb cartoon 09.01.2015

 

As U.S. equity indices hang out near all-time highs, we bring you another audience favorite.

 

4. Happy Hour? (8/2/2016)

This Week In Hedgeye Cartoons - Oil cartoon 11.20.2015

 

With oil down 28% from its recent high, we bring you another audience favorite.

 

5. Currency Wars (8/1/2016)

This Week In Hedgeye Cartoons - currency wars

 

In light of all the monetary policy shenanigans, we bring you another audience favorite.

 

Click here to receive our daily cartoon for free.


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The Week Ahead

The Economic Data calendar for the week of the 8th of August through the 12th 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.

 

CLICK IMAGE TO ENLARGE.

The Week Ahead - 08.05.16 Week Ahead


[From The Vault] Cartoon of the Day: Blast Off!

[From The Vault] Cartoon of the Day: Blast Off! - Rate hike cartoon 11.30.2015

 

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. After Friday's Jobs Report "beat" analyst expectations, Hedgeye CEO Keith McCullough wrote, "After going from hawkish to dovish to hawkish to dovish to hawkish, this Jobs print keeps Federal Reserve hawkish." Here's another audience favorite ... Blast off!


Daily Market Data Dump: Friday

Takeaway: A closer look at global macro market developments.

Editor's Note: Below are complimentary charts highlighting global equity market developments, S&P 500 sector performance, volume on U.S. stock exchanges, rates and bond spreads, key currency crosses, and commodities. It's on the house. For more information on how Hedgeye can help you better understand the markets and economy (and stay ahead of consensus) check out our array of investing products

 

CLICK TO ENLARGE

 

Daily Market Data Dump: Friday - equity markets 8 5

 

Daily Market Data Dump: Friday - sector performance 8 5

 

Daily Market Data Dump: Friday - volume 8 5

 

Daily Market Data Dump: Friday - rates and spreads 8 5

 

Daily Market Data Dump: Friday - currencies 8 5

 

Daily Market Data Dump: Friday - commodities 8 5


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.

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