REPLAY Special Free Edition of The Macro Show: Beware the Bubble

REPLAY Special Free Edition of The Macro Show: Beware the Bubble - z xq

Did you miss it? Hedgeye CEO Keith McCullough went live (for free) this morning on The Macro Show. It was a no-punches pulled look into why “this is one of the top-3 stock market bubbles in history.” He opened up the discussion during interactive Q&A with viewers.

‘Macro Mentoring’ With Hedgeye’s Keith McCullough : Session 2

In this special HedgeyeTV video, Hedgeye CEO Keith McCullough goes to the board and sheds light on critical subscriber questions including where we are in the current economic cycle, how this is affecting consumers, implications of what the Fed is doing on the interest rate front, and why the “rate of change” is so important when analyzing macro data sets.


The Week Ahead

The Economic Data calendar for the week of the 12th of September through the 16th of September is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.



The Week Ahead  - Week Ahead


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Cartoon of the Day: Demographics

Cartoon of the Day: Demographics - storkish cartoon 09.09.2016


America may have a bigger problem than a fickle Fed.

Why We (Really) Like Short LuluLemon | $LULU

He may wear Lululemon’s clothes, but Hedgeye Retail analyst Alec Richards is recommending investors short the stock. He gives a granular look into why shares of LuluLemon (LULU) have considerable downside from here.

Mr. Rosengren, What Are You Thinking?

Takeaway: The Fed hatches (yet) another headscatcher.

Mr. Rosengren, What Are You Thinking? - z cbb

well Now you know


This is what your portfolio will look like if the Fed hikes (again) into a slowdown.


Boston Fed head Eric Rosengren's "time to hike" comments must be part of a new Federal Reserve policy initiative to be anti-data-dependent. In the face of very obvious U.S. #GrowthSlowing data, he just ramped the Fed Funds Futures on a SEP hike from 20% to 34%



That's why stocks and bonds are down. That's also giving you an immediate-term TRADE oversold signal in most things I like.


I'll leave you with the chart below. Wasn't this Janet Yellen's favorite indicator once upon a time?


Mr. Rosengren, What Are You Thinking? - z lmci

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