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 Show, Real-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. ‘Macro Mentoring’ Session 10: Tips & Advice to Protect Your Portfolio (12/17/2016)
Tame your emotions. That about summarizes what Hedgeye CEO Keith McCullough counsels in the video above. “There’s a discipline to how you should make your decisions so that when you hit your portfolio with those decisions it forces you not to do something radical,” McCullough says.
2. So, Central Bankers Bought $24 Trillion in Assets… What Exactly Did We Get? (12/15/2016)
For those of you counting at home, the world’s top 50 global central banks have cut interest rates (drum roll please) almost 700 times since the collapse of Lehman Brothers. That’s a lot of cuts. Combine that astounding figure with almost $24 trillion worth of asset purchases, and then ask yourself the following question: What exactly did we all get from this unprecedented amount of stimulus?
3. McCullough: ‘If You Want To Repeat the Same Mistakes, Go Be A Cleveland Browns Fan’ (12/15/2016)
“We do not wake up every day making the same mistakes over and over and over again,” says Hedgeye CEO Keith McCullough. “If you want to do that, you can go be a Cleveland Browns fan.” McCullough continues.
4. Athenahealth: Why It’s Up 20% Today (And Why 40% Upside May Remain) (12/15/2016)
Hedgeye Healthcare analyst Andrew Freedman says of Athenahealth: “We see continued upside into the $160s as ambulatory stabilizes, inpatient accelerates and sell side estimates have bottomed. We laid out the potential for +30% upside in our presentation on Monday, December 12th that walked through our latest thoughts and analysis. Overall, while the bull case is far from bullet-proof, we continue to view the risk-reward and catalyst calendar as favorable heading into 2017.”
5. REPLAY | Fed Day Live with Hedgeye CEO Keith McCullough (12/14/2016)
Watch Hedgeye CEO Keith McCullough and Senior Macro Analyst Darius Dale in this special Fed Day Live. Keith delivers real-time analysis following the FOMC decision and takes viewer questions during a live Q&A.
6. 3 Reasons to Sell American Express | $AXP (12/14/2016)
‘DON’T LEAVE HOME WITHOUT IT.’
That of course is the famous American Express slogan created in 1975. It’s one of the most memorable and successful ad campaigns of all time which has featured Jerry Seinfeld, Stephen King and others. Unfortunately for American Express (AXP), when it comes to their cards, more and more Americans are in fact, leaving home without it.
7. Just Do It? Why Nike Is A Good (Long Term) Buy For Investors (12/13/2016)
It first began transforming the global footwear industry over forty years ago. Now Nike (NKE) is transforming how it gets its shoes on customers’ feet.
8. Should You Buy Bonds Now? Three Things To Carefully Consider (12/13/2016)
Are investors too bearish on bonds? Maybe…
Is now a good time to buy bonds? Maybe… the when and why matters.
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