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PREMIUM INSIGHT

3 Reasons: Why Las Vegas Sands Is A Buy | $LVS

3 Reasons: Why Las Vegas Sands Is A Buy | $LVS - HE GLL Macau Vegas

This is an excerpt from a recent “Black Book” presentation for institutional investors on Las Vegas Sands (LVS). In this clip, Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan presents three reasons why he added LVS to his Best Ideas Long list.


McMonigle: No OPEC ‘Freeze’ Without Iran

In this clip from The Macro Show earlier today, Hedgeye Energy Policy Analyst Joe McMonigle addresses the latest global oil developments and why there will be no OPEC oil freeze without Iran.

 


Cartoon of the Day: Crude Realities

Cartoon of the Day: Crude Realities - Freeze and hike cartoon 09.06.2016

 

Talk is ... how shall we put it ... cheap.


Attention Students...

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Dear Janet, Are You Really "Data Dependent"?

Takeaway: You may want to stop reading now if you're a “data dependent” hawk.

Dear Janet, Are You Really "Data Dependent"? - Yellen data dependent cartoon 11.18.2015

 

Editor's Note: The excerpt below is from a larger institutional note written by Hedgeye CEO Keith McCullough.

ISM Services prints worst since 2010. 

 

...Drops -4 pts sequentially with Business Activity and New Orders dropping a remarkable -7.5 pts and -8.9 pts, respectively.  Employment down -0.7 and barely holding positive at 50.7 as well.

 

From potential overheating to flirting with contraction in a single month with New Orders posting its largest sequential decline in 104 months. To review, if you broadly divide the economy into Services & Goods and do the data dependence math for August:

 

  1. GOODS = Contraction
  2. SERVICES = worst print since 2010  

 

If you’re more into data point breadth, here’s a list that “data dependent” hawks should obfuscate or ignore:

 

  1. Chicago PMI = Worse
  2. ISM Services = Worse
  3. ISM manufacturing = Worse
  4. Markit Manufacturing PMI = Worse
  5. Bloomberg Consumer Confidence = Worse
  6. NFP = Worse
  7. Auto Sales = Worse
  8. Labor Market Conditions = Worse

Poll of the Day: Are Negative Interest Rates Coming to America?

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

 

Poll of the Day: Are Negative Interest Rates Coming to America? - z silly

 

 

 


PREMIUM INSIGHT

18 (Excellent) Book Recommendations From Hedgeye

18 (Excellent) Book Recommendations From Hedgeye - books

We receive a lot of book recommendation requests from our subscribers. Here's a list of some of the more thoughtful ones we've read recently here at Hedgeye (along with the person making the recommendation).


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 80.38%
  • SHORT SIGNALS 78.41%
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