prev

CHART OF THE DAY: Online Retail Crushing Brick & Mortar

Editor's Note: This is an excerpt and chart from today's Early Look written by Hedgeye Retail analyst Brian McGough. Click here to learn more.  

 

Here’s the kicker – of the 263 basis points in share gain for e-commerce, 177bps of it came over the past 12 months. That sentence might be worth rereading. It’s huge, and I can assure you that no self-respecting brick & mortar CEO is taking about that. Those that are probably are on their way our [case in point – HBI’s CEO has 16 days left on the job. Macy’s has 108]. Those guys know the drill.

 

CHART OF THE DAY: Online Retail Crushing Brick & Mortar - mcgough Online Carrying Retail Sales


Cartoon of the Day: Fed Fingers

Cartoon of the Day: Fed Fingers - Fed La La Land cartoon 09.15.2016

One of the greatest risks facing investors remains our unelected central planners at the Federal Reserve.


This Country Is The Poster Child of #BeliefSystem Breakdown

Takeaway: The "Land of the Rising Sun" is looking more desperate with each passing day (and each BOJ market intervention).

This Country Is The Poster Child of #BeliefSystem Breakdown - Japan cartoon 05.02.2016

"The #BeliefSystem in central-market-planning...

 

"...continues to break-down as Global Growth Slows," Hedgeye CEO Keith McCullough wrote in his Early Look morning missive to subscribers.

 

In case you weren't already aware, he added ... Japan is the epicenter of all things “central-market-planning innovation.” Watch what's going on there very closely. The Nikkei was down (hard) again -1.3% overnight on a Yen move that did nothing – despite the Bank of Japan “buying” (every day into the close).

 

For the record, the crash in the Nikkei Composite Casino (from the 2015 top in the Global Equities bubble) is back to -21.5%.

 

This Country Is The Poster Child of #BeliefSystem Breakdown - km japan

 

This movie is going to get very interesting. 

 


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 80.33%
  • SHORT SIGNALS 78.51%

Poll of The Day: Which Word Below BEST Reflects Your Opinion of the #Fed?

Four choices. choose one.

 

Poll of The Day: Which Word Below BEST Reflects Your Opinion of the #Fed? - fed poll

 


PREMIUM INSIGHT

[UNLOCKED] Keith's Daily Trading Ranges

[UNLOCKED] Keith's Daily Trading Ranges - z baba

This is a special (free) look at our Daily Trading Ranges product. These are Hedgeye CEO Keith McCullough's "buy and sell" levels on major markets, commodities and currencies. Subscribers receive it weekday mornings before the market opens. FYI - Our special 50% off deal on this product and others is about to expire.


CHART OF THE DAY: This Is #1 Causal Factor on "Slower and Lower for Longer"

Editor's Note: This is an excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more. 

 

If you don’t get that Demographics is the #1 causal factor on slower and lower for longer, you’re definitely not reading Hedgeye’s Demography Research (see Chart of The Day for details on the rate of change in growth for the 35-54 year old US population). 

 

CHART OF THE DAY: This Is #1 Causal Factor on "Slower and Lower for Longer" - EL 15


the macro show

what smart investors watch to win

Hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

next