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Poll of the Day: Where Would You LEAST Like To Wake Up & Find Yourself Today?

Takeaway: What do you think? Cast your vote. Let us know.


Another Buying Opportunity...

Takeaway: Own Long Bonds, Gold and Platinum? Get long #GrowthSlowing.

There have been plenty “buying opportunities” (why is it that they never call them that in the Long Bond or Gold?) this year. Gold was one of them yesterday as we tapped the low-end of my immediate-term risk range = $1319-1365.

 

Anything that’s not hawkish from Janet should be bearish for Bond Yields; bullish for Gold and Platinum. (Note: Gold and Platinum are up 25% and 22% year-to-date respectively.)

 

 

Editor's Note: The snippet above is from a note written by Hedgeye CEO Keith McCullough and sent to subscribers this morning. Click here to learn more. 

 

Want more? Watch Hedgeye CEO Keith McCullough in the video below explain why investors should be long Gold.

 


Daily Market Data Dump: Thursday

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: Thursday - equity markets 8 25

 

Daily Market Data Dump: Thursday - sector performance 8 25

 

Daily Market Data Dump: Thursday - volume 8 25

 

Daily Market Data Dump: Thursday - rates and spreads 8 25

 

Daily Market Data Dump: Thursday - currencies 8 25

 

Daily Market Data Dump: Thursday - commodities 8 25


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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.

CHART OF THE DAY | Housing: Return of the Jedi?

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. 

 

"... Notwithstanding the noise (Old Wall’s Media trumpeted New Home Sales like the Return of The Jedi, and barely mentioned #GrowthSlowing in Existing ones) I have a few contextual points to make about US Housing:

 

A) Existing Home Sales make up 90% of the US Housing market (vs. New Homes at 10%)

B) A -1.6% year-over-year decline is the slowest rate of change in 23 months"

 

 

CHART OF THE DAY | Housing: Return of the Jedi? - 08.25.16 chart



Cartoon of the Day: Freezing?

Cartoon of the Day: Freezing? - OPEC cartoon 08.24.2016

 

Oil prices popped yesterday on rumors that Iran might support an OPEC oil production freeze. "In our view it is still too soon for any change in OPEC production policy," Hedgeye Potomac Senior Energy analyst Joe McMonigle wrote yesterday. Shortly thereafter, a spokesman for the Iranian Oil ministry said the country hadn't even decided whether to attend OPEC talks next month. Oil prices quickly faded and are down almost -3% today. 


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