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PREMIUM INSIGHT

About Everything: Medicaid for the Middle Class?

About Everything: Medicaid for the Middle Class? - neil cover

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses how America's biggest health insurers are bailing out of the exchanges—with ominous consequences for the future of private insurance. 


Poll Of The Day: If You Had to Buy-and-Hold ONE ITEM For a Year Which Would You Choose?

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

 

Poll Of The Day: If You Had to Buy-and-Hold ONE ITEM For a Year Which Would You Choose? - z poll99

 


CHART OF THE DAY: Worst ISM Services Since 2010

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. 

 

CHART OF THE DAY: Worst ISM Services Since 2010 - el 09.07.16 chart

 

"...Seriously. That was the worst ISM Services report since 2010 and the largest sequential decline in New Orders (leading indicator) in 104 months and this character at the San Francisco Fed, John Williams, came out intraday saying “the economy is strong” and needs rate hikes.

 

What, precisely, does “the economy is strong” mean? At Hedgeye we deal in real-time and space terms using this thing called the 2nd derivative as a leading indicator for future “levels.” In other words:

 

A)     The economy is either accelerating or

B)      The economy is decelerating

 

It’s not that complicated."


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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.


investing ideas

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.

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