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REPLAY! This Week On HedgeyeTV

Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro ShowReal-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.

 

Below is a taste of the most recent week in HedgeyeTV. (Like what you see? Click here to subscribe for free to our YouTube channel.)

 

Enjoy!   

 

1. 5 Reasons To Sell Starbucks Now | $SBUX (10/16/2016)

 

 

During a recent HedgeyeTV presentation to institutional subscribers, Hedgeye Restaurants analyst Howard Penney laid out his sell call on Starbucks. In the excerpt above, Penney gives the five reasons the company isn’t, as one of his competitors recently claimed, “the greatest growth company in all of retail.”

 

2. ‘Macro Mentoring’ Session 6: How We Analyze Economic Cycles (10/15/2016)

 

  

In this week’s edition of ‘Macro Mentoring’, Hedgeye CEO Keith McCullough shows viewers how he uses the sine curve when analyzing the Non-Farm Payrolls and why he is predicting a slowdown in the broader economy. He also explains what’s driving global bond yields. 

 

3. Howe: Why U.S. Election ‘Venom’ = Indictments & Gridlock (10/14/2016)

 

 

In this excerpt from The Macro Show earlier today, Hedgeye Demography Sector Head Neil Howe discusses his post-election outlook. It’s pretty grim.

 

4. What The Media Missed: ‘It’s Literally A Lie’ To Say US Growth Isn’t Slowing (10/12/2016)

 

 

In this brief excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains what mainstream media networks missed about U.S. economic growth and the broader implications for investors.

 

5. President Trump Catalyst? Bad Jobs Report (10/10/2016)

 

 

In this brief excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains why the upcoming non-farm payroll reports could tip the presidential election in Donald Trump’s favor.


PREMIUM INSIGHT

5 Reasons To Sell Starbucks Now | $SBUX

5 Reasons To Sell Starbucks Now | $SBUX - Restaurants SBUX 10.14.2016

During a recent HedgeyeTV presentation to institutional subscribers, Hedgeye Restaurants analyst Howard Penney laid out his sell call on Starbucks. In the excerpt above, Penney gives the five reasons the company isn’t, as one of his competitors claimed recently, “the greatest growth company in all of retail.”


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. Turning A Blind Eye (10/14/2016)

This Week In Hedgeye Cartoons - White House economist cartoon 10.14.2016

 

Jason Furman, chair of the White House Council of Economic Advisers, actually said last week, "I don't think you're late cycle... I just don't believe in the concept of late cycle." We crowned that statement "the most glaringly irresponsible statement" of the day. 

 

2. Crude "Cuts" (10/13/2016)

This Week In Hedgeye Cartoons - Oil cartoon 10.13.2016

 

OPEC sits on ~80% of global crude reserves but has "virtually no control" over how much crude its members produce.

 

3. Economic "Growth" (10/12/2016)

This Week In Hedgeye Cartoons - sine curve cartoon 10.12.2016

 

U.S. economic growth continues down the slope, from 3% to 2% to 1% to...

 

4. Bailouts! (10/11/2016)

This Week In Hedgeye Cartoons - bankers bailing cartoon 10.11.2016

 

Central bankers are trying to bail out the sinking global economy. But the water keeps on coming in.

 

5. Economic Ills (10/10/2016)

This Week In Hedgeye Cartoons - cyclicals cartoon 10.11.2016

 

We are entering the slowest part of the U.S. economic cycle and there's no cure for these economic ills.

 

Click here to receive our daily cartoon for free.

 


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‘Macro Mentoring’ Session 6: How We Analyze Economic Cycles

In this week’s edition of ‘Macro Mentoring’, Hedgeye CEO Keith McCullough shows viewers how he uses the sine curve when analyzing the Non-Farm Payrolls and why he is predicting a slowdown in the broader economy. He also explains what’s driving U.S. bond yields.


The Week Ahead

The Economic Data calendar for the week of the 17th of October through the 21st 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 - 10.14.16 Week Ahead


Howe: Why U.S. Election ‘Venom’ = Indictments & Gridlock

 

In this excerpt from The Macro Show earlier today, Hedgeye Demography Sector Head Neil Howe discusses his post-election outlook. It’s pretty grim.

 

Howe expects:

 

  1. Hillary Clinton will win the White House
  2. The Senate will tip in favor of Republicans
  3. Republicans will hold the House

 

This will incite gridlock and Clinton won’t be able to get anything done, he says. “The loser of the [White House], in 2016, will feel like an enemy occupied country and will behave accordingly,” Howe says. This will have implications for the Supreme Court, tax reform, and proposed infrastructure spending.

 

Other questions remain. What happens if U.S. economic growth slips? Or maybe there’s a foreign crisis? “It’s going to get really nasty and I expect the markets to reflect that,” Howe says.


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