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‘Macro Mentoring’ With Hedgeye’s Keith McCullough: Session 4

In this week’s edition of ‘Macro Mentoring’, Hedgeye CEO Keith McCullough details where we are in the U.S. economic cycle, describes how he uses rate of change to analyze macro data and explains how his process allows him to front-run the emotion of crowds.


This Week In Hedgeye Cartoons

Our cartoonist Bob Rich captures the tenor on Wall Street every weekday in Hedgeye's widely-acclaimed Cartoon of the Day. Below are his five latest cartoons. We hope you enjoy his humor and wit as filtered through Hedgeye's market insights. (Click here to receive our daily cartoon for free.)

 

Enjoy!

 

1. Stampede! (9/30/2016)

This Week In Hedgeye Cartoons - Wells Fargo cartoon 09.30.2016 


Wells Fargo CEO John Stumpf was grilled by Washington lawmakers earlier this week after the bank paid a $185 million settlement and entered into an enforcement action for allegedly “widespread illegal” sales tactics. The bank opened as many as two million fabricated or unauthorized customer accounts. 

 

2. Draghi's Ducks (9/29/2016)

This Week In Hedgeye Cartoons - Draghi DAX cartoon 09.29.2016

 

Fears over Deutsche Bank's financial health have moved into the German political arena as Berlin was forced to deny it was preparing a rescue and ECB head honcho Mario Draghi was grilled by the Bundestag over the future of the bank.

 

3. GDP Report Preview (9/28/2016)

This Week In Hedgeye Cartoons - GDP cartoon 09.28.2016

 

"US GDP is going to be reported tomorrow and it’s closer to 1% y/y than it’s been all year," Hedgeye CEO Keith McCullough wrote in this morning's Early Look note. U.S.#GrowthSlowing continues.

 

4. Yellen's Arcade (9/27/2016)

This Week In Hedgeye Cartoons - Yellen   toy animals 09.27.2016

 

The Fed isn't "data dependent." It's S&P 500 dependent and will do anything to keep the bull market going. 

 

5. Snail's Pace (9/26/2016)

This Week In Hedgeye Cartoons - growth slowing cartoon 09.26.2016

 

Why did the Fed put rate hikes on hold yet again? U.S. #GrowthSlowing.

 

Click here to receive our daily cartoon for free.


The Week Ahead

The Economic Data calendar for the week of the 3rd of October through the 7th of October is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.

 

CLICK IMAGE TO ENLARGE.

The Week Ahead - 09.30.16 Week Ahead


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.

An Animated Healthcare Outlook (3 Shorts, 1 Long)

In this animated video, Hedgeye Healthcare analyst Andrew Freedman walks through our outlook for the Hospital EHR (“electronic health record”) market with insights on companies such as Epic Systems Corporation, athenahealth (ATHN), Cerner Corp (CERN), Allscripts Healthcare Solutions (MDRX), and Computer Programs & Systems (CPSI).


Keith McCullough Reveals One Of Our Favorite Market Calls!

In case you missed it. Hedgeye Risk-Manager-In-Chief Keith McCullough really likes this… like a lot. Like a lot, a lot.


Cartoon of the Day: Stampede!

Cartoon of the Day: Stampede! - Wells Fargo cartoon 09.30.2016

 

Wells Fargo CEO John Stumpf was grilled by Washington lawmakers earlier this week after the bank paid a $185 million settlement and entered into an enforcement action for allegedly “widespread illegal” sales tactics. The bank opened as many as two million fabricated or unauthorized customer accounts. 


Attention Students...

Get The Macro Show and the Early Look now for only $29.95/month – a savings of 57% – with the Hedgeye Student Discount! In addition to those daily macro insights, you'll receive exclusive content tailor-made to augment what you learn in the classroom. Must be a current college or university student to qualify.

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