PREMIUM INSIGHT

ICYMI: Clock Is Ticking On China’s $24 Trillion Debt Time Bomb

ICYMI: Clock Is Ticking On China’s $24 Trillion Debt Time Bomb - ICYMI 1 10 2017 CHINA

If you’re looking for a catalyst that could send China’s flagging economy into a tailspin, here’s one: The People’s Bank of China is pulling money out of the system in an effort to defend the yuan. But that could have ramifications for the country’s overheating debt markets too.


SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

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McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

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A Sneak Peek At Hedgeye's 2017 GDP Estimates

Here's an inside look at our GDP estimates versus Wall Street consensus.

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McCullough: ‘My 1-Minute Summary of My Institutional Meetings in NYC Yesterday’

What are even some of the smartest investors in the world missing right now?

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What’s Next? The Death Or Rebirth of Active Management?

Predicting the “death of active management” is about as tired a proclamation as calling any year “a stock picker’s market.”

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SECTOR SPOTLIGHT Replay | Q&A with Retail Sector Head Brian McGough

Retail Sector Head Brian McGough was live on HedgeyeTV discussing their favorite long and short ideas and why they think 20% of today’s companies are likely to account for 90% of tomorrow’s market cap.

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McCullough: 3 ‘Wonderful Opportunities’ To Buy Accelerating U.S. Growth

An interesting debate is playing out in markets right now. In fact, it’s presenting investors with a “wonderful opportunity,” says Hedgeye CEO Keith McCullough.

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Jobs Growth: Why It Matters for Auto Sales

Jobs growth is picking up once again. That’s an essential ingredient that puts into perspective many recent economic data releases.

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Macro Meets Micro: What’s Next for Healthcare Stocks

By our estimation, the U.S. economy is headed for Quad 1 in our Growth, Inflation, Policy (GIP) model, in which growth is accelerating and inflation is slowing down.

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REPLAY: An Interview With Jim Rickards & Keith McCullough on HedgeyeTV

You don't want to miss this no-punches-pulled unplugged Q&A session with bestselling author Jim Rickards and hosted by Hedgeye CEO Keith McCullough. Exclusively on HedgeyeTV.

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SECTOR SPOTLIGHT | Replay with Industrials Analyst Jay Van Sciver

What you need to know before investing in the Industrials space.

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Dear Hedge Funds – This Idea is Worth 4 & 40

Hedgeye CEO Keith McCullough reviews demographic trends in the U.S., Japan and Europe and explains why a really juicy investing idea might just be long the U.S. Dollar versus short the Yen and Euro.

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