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.)
1. ICYMI: Are You Bullish On The U.S. Dollar Yet? (1/6/2016)
Here's why this week's Jobs Report is bullish for the U.S. Dollar. (Click here to read a more detailed write-up.)
2. McCullough: This Book Is The ‘Bible’ of Financial Market Knowledge (1/6/2016)
Need to get up to speed on the complex, inner workings of financial markets? We’ve got the book for you. Check out The Misbehavior of Markets by deceased mathematician and deep-thinker Benoit Mandelbrot.
3. What to Watch Ahead of Tomorrow’s Jobs Report (1/5/2016)
Since February 2015, the year-over-year growth (or rate of change) in jobs has been slowing, from that peak of 2.58% to the November reading of 1.58% (see the brief video above for more). (Click here for a more detailed write-up.)
4. How to Trade Gold Right Now (1/4/2016)
As you can see in the video above, the U.S. Dollar has a negative correlation of -0.97 to Gold over the past 90 days, meaning their prices move in direct opposition to each other. Pay attention to the 10-year Treasury yield and direction of the U.S. dollar — both are expressions of future growth expectations.
(Click here for a more detailed write-up.)
5. Here’s The Only Emerging Market We Like Right Now (1/3/2016)
As Hedgeye Senior Macro analyst Darius Dale puts it succinctly in the video above, the Russian economy is growing and you could also get some “goodies from the Trump White House as well.”
6. ‘You Gotta Love Brexit’ (1/3/2016)
“In sharp contrast to the politicized-fear-mongering about Brexit, the British economy chugged along at +2.2% year-over-year growth in Q3. That was even better than the USA’s +1.7% year-over-year growth rate,” Hedgeye CEO Keith McCullough wrote recently. In other words, the U.K. economy is accelerating.
WHAT TO BUY...
We like Britain’s pound on the long side (especially against the euro).
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