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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. The Land of Make-Believe (8/12/2016)

This Week In Hedgeye Cartoons - Central banks cartoon 08.12.2016

 

Central planners have the delusional idea that they can smooth economic gravity. That#BeliefSystem is breaking down. 

 

2. We ❤ Gold (8/11/2016)

This Week In Hedgeye Cartoons - Gold cartoon 08.11.2016

 

Gold is up 25% year-to-date.

 

3. Sign of the Times (8/10/2016)

This Week In Hedgeye Cartoons - 10 yr yield cartoon 08.10.2016

 

Ten-year yields, globally, were down across the board this morning. Got#GrowthSlowing?

 

4. Twilight Zone (8/9/2016)

This Week In Hedgeye Cartoons - Euro Zone cartoon 08.09.2016

 

One of our top three 3Q16 Macro Themes is #EuropeImploding.

 

5. Employment Growth Slowing (8/8/2016)

This Week In Hedgeye Cartoons - jobs cartoon 08.08.2016

 

While Wall Street trumpeted Friday's headline 255,000 jobs number as "good," the year-over-year rate of change continues to slow from 2.3% in February of 2015 to last week's reading of 1.72%.

 

Click here to receive our daily cartoon for free.


The Week Ahead

The Economic Data calendar for the week of the 15th of August through the 19th 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 - 08.12.16 Week Ahead


Cartoon of the Day: The Land of Make-Believe

Cartoon of the Day: The Land of Make-Believe - Central banks cartoon 08.12.2016

 

Central planners have the delusional idea that they can smooth economic gravity. That #BeliefSystem is breaking down.

 

Click here to receive our daily cartoon for free.


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Risk Managed Long Term Investing for Pros

Hedgeye CEO Keith McCullough handpicks the “best of the best” long and short ideas delivered to him by our team of over 30 research analysts across myriad sectors.

Tobin: Shorting Healthcare Is A ‘Layup’

In this brief excerpt from our “Healthcare Earnings Recap” call earlier this week, Hedgeye’s Tom Tobin explains why Healthcare earnings trends don’t bode well for the industry’s stocks.


PREMIUM INSIGHT

Can The Fed Smooth The #CreditCycle?

Can The Fed Smooth The #CreditCycle? - dollar cartoon 07.02.2014

If you believe this ends well, you also have to believe the Fed’s next ease will involve buying of corporate bonds and monetization of debt.


PREMIUM INSIGHT

1 Chart: Why Wall Street's Earnings Estimates Defy Common Sense & Rationality

1 Chart: Why Wall Street's Earnings Estimates Defy Common Sense & Rationality - earnings cartoon 07.18.2016

Given the nasty reality of underperforming corporate earnings, Wall Street's earnings estimates for coming quarters look downright ridiculous.


Early Look

daily macro intelligence

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