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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. Tobin: Shorting Healthcare Is A ‘Layup’ (8/12/2016)

 

 

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.  

 

2. Van Sciver: I’m Pretty Excited About The CAT Short Call (8/11/2016)

 

 

In this excerpt from our Short Caterpillar Black Book presentation held on August 4, 2016, Hedgeye Industrials analyst Jay Van Sciver discusses where CAT ranks on his list of short calls.

 

3. McMonigle: An OPEC Meeting Spoiler Alert (8/11/16) 

 

 

In this brief HedgeyeTV video, Hedgeye Potomac Senior Energy Policy analyst Joe McMonigle explains why Saudi Arabia and Iran will once again dash OPEC oil production “freeze” discussions.

 

4. About Everything | Q&A with Neil Howe: The Gig Economy is Alive and Growing (8/9/2016)

 

 

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the so-called "gig economy." A broad measure of the gig economy shows that it accounted for as much as 40% of the workforce in 2010, up from 30.6% in 2005. Howe dissects what this means for the U.S. economy and the broader implications for investors.

 

Click here to access the associated About Everything slides.

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

 

5. What Wall Street Missed About Friday’s Jobs Report (8/8/2016)

 

 

In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale discuss Friday’s Jobs Report. Spoiler alert: #EmploymentSlowing.

 

Click here to subscribe for free to our YouTube channel.


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


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20 Proprietary Risk Ranges

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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.


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.


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