More Insights

10/31/14 07:08 PM EDT

The Best of This Week From Hedgeye
10/31/14 06:59 PM EDT

Commodities: Weekly Quant
10/31/14 04:14 PM EDT

The Week Ahead
10/31/14 03:11 PM EDT

EHTH: Covering the Short (Removing from Best Ideas List)
10/31/14 02:19 PM EDT

Video | Is There A Bubble in Restaurant Stocks?
10/31/14 01:02 PM EDT

FLASHBACK: Hedgeye's Howard Penney Says Short Starbucks $SBUX
10/31/14 12:02 PM EDT

Keith's Macro Notebook 10/31: Japan | USD | Oil
10/31/14 11:24 AM EDT

HLT Q3 2014 EARNINGS CALL NOTES
10/31/14 10:13 AM EDT

HEADLINES & UNDER-HOODS: Sept. Income & Spending
10/31/14 10:12 AM EDT

SBUX: Short Thesis Firmly Intact
10/31/14 09:43 AM EDT

LEISURE LETTER (10/31/2014) TRICK OR TREAT EDITION
10/31/14 09:28 AM EDT

Retail Callouts (10/31): NKE, Lebron, WMT, COLM, KSS, AMZN
10/31/14 09:08 AM EDT

Halloween Poll of the Day: Which Central Bank Is Scarier?
10/31/14 08:43 AM EDT

Cartoon of the Day: #ConsumerSlowing
10/31/14 08:31 AM EDT

WTW: Debating Whether to Cover
10/31/14 08:20 AM EDT

Japan: CTRL+PRINT
10/31/14 08:16 AM EDT

CHART OF THE DAY: Panic Plan, CTRL-Print
10/31/14 08:16 AM EDT

Panic Plan, CTRL-Print
10/31/14 08:01 AM EDT

Bumbles Bounce!
10/31/14 07:49 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/31/14 07:48 AM EDT

October 31, 2014
10/30/14 08:22 PM EDT

BYD 3Q 2014 CONFERENCE CALL NOTES
10/30/14 05:11 PM EDT

$KSS: Still a Short After 2014 Investor Conference?
10/30/14 05:09 PM EDT

HLT Q3 2014 EARNINGS PREP
10/30/14 03:38 PM EDT

HILTON: TRICK OR TREAT - A LITTLE OF BOTH
10/30/14 03:27 PM EDT

FLASHBACK: Hedgeye's Keith McCullough Warns About the Return of Deflation In This 2-Minute Video
10/30/14 03:02 PM EDT

Will There Be An October Surprise? Call with renowned pollster Scott Rasmussen
10/30/14 01:26 PM EDT

Cartoon of the Day: A Closer Look Behind Today's GDP Report
10/30/14 12:31 PM EDT

MGM 3Q 2014 CONFERENCE CALL NOTES
10/30/14 11:29 AM EDT

NCLH 3Q 2014 CONFERENCE CALL NOTES
10/30/14 11:29 AM EDT

HST Q3 2014 EARNINGS CALL NOTES
10/30/14 11:01 AM EDT

Video | Keith Discusses The End Of QE And The Beginning of Deflation on Fox Business

10/30/14 10:53 AM EDT

HANGOVERS & LATE-CYCLE JUGGERNAUTS: 3Q GDP & Initial Claims
10/30/14 09:55 AM EDT

Macro Notebook 10/30: USD | Oil | UST 10YR
10/30/14 09:53 AM EDT

CLAIMS DATA JUGGERNAUT & A WORD OF CAUTION
10/30/14 09:44 AM EDT

MGM: TABLE HOLD OBSERVATIONS
10/30/14 09:04 AM EDT

Retail Callouts (10/30): RL, HBI, Apple Pay, Marc Jacobs, TGT, KATE, M
10/30/14 08:10 AM EDT

ICI Fund Flow Survey - Domestic Equity Funds Perk Up with Taxable Fixed Income Still Getting Grossed
10/30/14 08:02 AM EDT

"Ebeta"
10/30/14 07:51 AM EDT

USD, Oil and the UST 10YR
10/30/14 07:49 AM EDT

CHART OF THE DAY: @Hedgeye Longs vs. Shorts #TimeStamped
10/30/14 07:49 AM EDT

Deflated Disputants
10/30/14 07:07 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/30/14 07:05 AM EDT

October 30, 2014
10/30/14 06:40 AM EDT

KSS – ‘Short'ness Agenda
10/29/14 05:45 PM EDT

MGM 3Q 2014 EARNINGS PREP
10/29/14 04:29 PM EDT

This Is the Scary Stock Market Chart Giving Perma-Bulls Heart Palpitations
10/29/14 03:11 PM EDT

NCLH 3Q 2014 EARNINGS PREP
10/29/14 03:08 PM EDT

We Think Gravity Wins, Sell Europe
10/29/14 01:04 PM EDT

H Q3 2014 EARNINGS CALL NOTES
10/29/14 12:03 PM EDT

MAR Q3 2014 CONFERENCE CALL NOTES
10/29/14 12:00 PM EDT

Cartoon of the Day: Birds of a Feather
10/29/14 11:55 AM EDT

Ebola In New York City; Should We Be Worried? [Key Takeaways From Our Call Yesterday]
10/29/14 10:01 AM EDT

Keith's Macro Notebook 10/29: Japan | Europe | Russell 2000

10/29/14 09:52 AM EDT

LEISURE LETTER (10/29/2014)
10/29/14 09:23 AM EDT

*Short CHUY Call Today @11AM
10/29/14 09:16 AM EDT

WYNN - LUCKY Q3 BUT UNLUCKY OUTLOOK
10/29/14 09:11 AM EDT

Japan, Europe and U.S. Small Caps
10/29/14 08:58 AM EDT

Video | Morning Macro Call 10/29/14

10/29/14 08:42 AM EDT

CHART OF THE DAY: Double Double Top
10/29/14 08:42 AM EDT

Double Double Top
10/29/14 08:01 AM EDT

Napoleon Complex
10/29/14 07:43 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/29/14 07:40 AM EDT

October 29, 2014
10/28/14 06:36 PM EDT

REAL COST OF PRODUCING TIGHT OIL AND SHALE GAS: FACT VS. FICTION W/ SPECIALIST LEONARDO MAUGERI
10/28/14 05:49 PM EDT

WYNN Q3 CONFERENCE CALL NOTES
10/28/14 02:29 PM EDT

Cartoon of the Day: Hanging By a Feather?
10/28/14 01:29 PM EDT

HOT Q3 2014 EARNINGS CALL NOTES
10/28/14 12:52 PM EDT

HYATT 3Q 2014 EARNINGS PREP
10/28/14 12:42 PM EDT

Shiller Warns U.S. Home Prices Could Go 'Negative Nationally' [Flashback: We Were First]
10/28/14 11:38 AM EDT

September's Polar Vortex? Durable Goods/Retail Sales Slowing into 4Q
10/28/14 10:58 AM EDT

GLPI Q3 2014 EARNINGS CALL NOTES
10/28/14 10:47 AM EDT

Call Today | Ebola is in New York City; Should We Be Worried?
10/28/14 10:44 AM EDT

Daily Trading Ranges, Refreshed [UNLOCKED]
10/28/14 10:41 AM EDT

REAL COST OF PRODUCING TIGHT OIL AND SHALE GAS: FACT VS. FICTION W/ SPECIALIST LEONARDO MAUGERI
10/28/14 09:54 AM EDT

Call Today | Ebola is in New York City; Should We Be Worried?

10/28/14 09:49 AM EDT

LEISURE LETTER (10/28/2014)
10/28/14 09:33 AM EDT

Video | Morning Macro Call 10/28/14
10/28/14 09:30 AM EDT

Retail Callouts (10/28): ICSC, COH, CROX, KSS, WMT, M, JCP, LOW, AMZN
10/28/14 09:21 AM EDT

MACAU: STILL TRACKING DOWN 20-25% IN OCT

10/28/14 08:01 AM EDT

#Nice Behavior
10/28/14 07:44 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/28/14 07:44 AM EDT

October 28, 2014
10/28/14 07:42 AM EDT

Equity Market Bounce

10/28/14 07:33 AM EDT

CHART OF THE DAY: Variance And Contentions
10/28/14 07:33 AM EDT

Variance And Contentions
10/28/14 07:28 AM EDT

MAR Q3 2014 EARNINGS PREP
10/28/14 07:15 AM EDT

KSS - It'll Miss Again
10/28/14 07:13 AM EDT

TWTR: The Story Has Changed
10/28/14 06:09 AM EDT

New Best Idea: Short CHUY (Corrected)
10/28/14 05:54 AM EDT

New Best Idea: Short CHUY
10/27/14 03:30 PM EDT

HOT Q3 2014 EARNINGS PREP
10/27/14 03:29 PM EDT

GLPI Q3 2014 EARNINGS PREP
10/27/14 02:30 PM EDT

Cartoon of the Day: It Is Fall After All
10/27/14 02:08 PM EDT

Real-Time Alerts Description
10/27/14 01:24 PM EDT

REAL COST OF PRODUCING TIGHT OIL AND SHALE GAS: FACT VS. FICTION W/ SPECIALIST LEONARDO MAUGERI
10/27/14 12:20 PM EDT

McDonald's: Millennials Aren't the Problem
10/27/14 10:36 AM EDT

European Banking Monitor: Financials Swaps Pull-Back
10/27/14 10:09 AM EDT

MONDAY MORNING RISK MONITOR: BALANCED
10/27/14 10:03 AM EDT

Macro Notebook 10/27: VIX | China | Oil
10/27/14 09:56 AM EDT

Germany Confirms #GrowthSlowing
10/27/14 09:51 AM EDT

Commodities Weekly Sentiment Tracker
10/27/14 09:47 AM EDT

Monday Mashup: BWLD, BJRI and More
10/27/14 09:39 AM EDT

LEISURE LETTER (10/27/2014)
10/27/14 08:46 AM EDT

Retail Callouts (10/27): Hedgeye Retail Idea List, W, NKE/AAPL, VFC, WMT
10/27/14 08:12 AM EDT

HILTON: GET THE REIT FOR (ALMOST) FREE
10/27/14 08:11 AM EDT

#GrowthSlowing
10/27/14 08:07 AM EDT

CHART OF THE DAY: Don't Call It Bad!
10/27/14 08:07 AM EDT

Don't Call It Bad!
10/27/14 08:01 AM EDT

Pardon The Bear
10/27/14 07:57 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/27/14 07:54 AM EDT

October 27, 2014
10/27/14 07:25 AM EDT

KSS – Key Questions for Kevin and Wes
10/26/14 09:51 PM EDT

INVITE | EBOLA FORECASTING & CONTAINMENT CALL WITH DR. JEFFREY SHARMAN
10/26/14 02:04 PM EDT

INVITE | EBOLA FORECASTING & CONTAINMENT CALL WITH DR. JEFFREY SHAMAN
10/25/14 06:00 AM EDT

Investing Ideas Newsletter

10/24/14 06:42 PM EDT

Commodities: Weekly Quant
10/24/14 06:21 PM EDT

The Week Ahead
10/24/14 04:06 PM EDT

The Best of This Week From Hedgeye
10/24/14 03:03 PM EDT

COFFEE: FOLLOW THE SIGNALS AND DON’T BE FOOLED BY FAVORABLE WEATHER IN BRAZIL
10/24/14 02:47 PM EDT

Cartoon of the Day: Over Fed
10/24/14 02:26 PM EDT

Invite | Ebola Forecasting & Containment Call with Dr. Jeffrey Shaman
10/24/14 02:26 PM EDT

Invite | Ebola Forecasting & Containment Call with Dr. Jeffrey Shaman
10/24/14 12:54 PM EDT

**NEW Materials Link: YELP Flash Call
10/24/14 12:38 PM EDT

EVENT: YELP Flash Call at 1pm EDT
10/24/14 11:58 AM EDT

Target: Temporary "Free Shipping" is a Very Bad Precedent For All

10/24/14 10:04 AM EDT

LEISURE LETTER (10/24/2014)
10/24/14 09:55 AM EDT

Macro Notebook 10/24: S&P 500 | Oil | UST 10YR
10/24/14 08:22 AM EDT

Lower Highs
10/24/14 08:19 AM EDT

CHART OF THE DAY: They Can't Fix This
10/24/14 08:19 AM EDT

They Can't Fix This
10/24/14 08:02 AM EDT

#EuropeSlowing – Austerity Is Dead?
10/24/14 07:39 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/24/14 07:32 AM EDT

October 24, 2014
10/23/14 06:05 PM EDT

OPEC's NEXT MOVE
10/23/14 04:56 PM EDT

Video | 3D Printing Marketplace [Conference Call Excerpt]
10/23/14 04:30 PM EDT

REAL COST OF PRODUCING TIGHT OIL AND SHALE GAS: FACT VS. FICTION W/ SPECIALIST LEONARDO MAUGERI
10/23/14 03:19 PM EDT

UA - Market Share Math Matters
10/23/14 02:46 PM EDT

Cartoon of the Day: Yelp
10/23/14 12:48 PM EDT

A Close Look at the Jobless Claims Numbers
10/23/14 11:57 AM EDT

EVENT: YELP Flash Call Tomorrow (1pm EDT)
10/23/14 11:09 AM EDT

PENN Q3 2014 CONF CALL NOTES
10/23/14 10:41 AM EDT

CAT: 2015 Estimates Going Lower? (pre-call review)
10/23/14 10:13 AM EDT

Keith's Macro Notebook 10/23: Oil | Russia | Europe
10/23/14 09:45 AM EDT

NEW LOWS FOR INITIAL CLAIMS BOTH IN ABSOLUTE AND RATE OF CHANGE
10/23/14 09:41 AM EDT

LEISURE LETTER (10/23/2014)
10/23/14 08:59 AM EDT

YELP: Only Gets Worse From Here (3Q14)
10/23/14 08:26 AM EDT

Oil, Russia and Europe
10/23/14 08:24 AM EDT

CHART OF THE DAY: Don't Be Intimidated
10/23/14 08:24 AM EDT

Don't Be Intimidated
10/23/14 08:01 AM EDT

Biting the Hand That Feeds
10/23/14 07:46 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/23/14 07:37 AM EDT

October 23, 2014
10/23/14 07:18 AM EDT

TGT - Temporary 'Free Shipping' is a Very Bad Precedent For All

10/23/14 07:04 AM EDT

MCD: Millennials Aren't the Problem
10/22/14 02:35 PM EDT

Cartoon of the Day: #GrowthSlowing
10/22/14 02:35 PM EDT

RCL F3Q 2014 EARNINGS PREP
10/22/14 02:32 PM EDT

PENN F3Q 2014 EARNINGS PREP
10/22/14 02:17 PM EDT

Promotional Email From Retailers
10/22/14 10:50 AM EDT

MUB: Adding iShares Muni Bond ETF to Investing Ideas
10/22/14 10:36 AM EDT

Retail Callouts (10/22): KATE, COH, KSS, JWN, RL, URBN
10/22/14 10:05 AM EDT

Keith's Macro Notebook 10/22: Europe | VIX | S&P 500
10/22/14 09:12 AM EDT

LEISURE LETTER (10/22/2014)
10/22/14 08:01 AM EDT

Conflations and Incongruencies
10/22/14 07:57 AM EDT

No Bullish Signals
10/22/14 07:49 AM EDT

CHART OF THE DAY: All Boxed In
10/22/14 07:49 AM EDT

All Boxed In
10/22/14 07:38 AM EDT

October 22, 2014
10/22/14 07:06 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/21/14 03:08 PM EDT

EAT: Earnings Recap

10/21/14 02:55 PM EDT

Cartoon of the Day: Absolute Zero
10/21/14 01:04 PM EDT

Our Take on Existing Home Sales
10/21/14 12:24 PM EDT

YELP: Thoughts into the Print (3Q14)
10/21/14 11:54 AM EDT

WATT YOU SHOULD REALLY TAKE AWAY FROM YESTERDAY'S ANNOUNCEMENT
10/21/14 11:11 AM EDT

Video | Texas Instruments Delivers
10/21/14 10:51 AM EDT

LEISURE LETTER (10/21/2014)
10/21/14 10:31 AM EDT

MACAU: NO PICKUP HERE
10/21/14 10:13 AM EDT

Keith's Macro Notebook 10/21: Russell 2000 | UST 10YR | Oil
10/21/14 10:03 AM EDT

Podcast | Policy to Inflate Won’t End Well
10/21/14 09:37 AM EDT

HOT: CATALYSTS COMING INTO FOCUS
10/21/14 08:10 AM EDT

The Russell, UST 10YR and Oil
10/21/14 08:07 AM EDT

CHART OF THE DAY: Useless Sleep
10/21/14 08:07 AM EDT

Useless Sleep
10/21/14 08:01 AM EDT

Exorbitant Privilege
10/21/14 07:59 AM EDT

CAT: Game Time (Earnings Preview, Revised)

10/21/14 07:40 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/21/14 07:34 AM EDT

October 21, 2014
10/21/14 07:11 AM EDT

CMG: Dip Presents Buying Opportunity
10/21/14 07:02 AM EDT

BABA: Leaning Short, But...
10/20/14 02:41 PM EDT

Cartoon of the Day: No Russell Muscle
10/20/14 12:09 PM EDT

MID-OCTOBER 2014 CRUISE PRICING SURVEY - EBOLA IMPACT
10/20/14 11:19 AM EDT

Video | McCullough on Fox Business Talks Macro, Markets and More
10/20/14 10:39 AM EDT

Commodities Weekly Sentiment Tracker
10/20/14 10:32 AM EDT

Monday Mashup: DRI, EAT and More
10/20/14 10:16 AM EDT

Contributor Call: Short Monsanto ($MON), Says BluePac's Chris Sommers
10/20/14 10:13 AM EDT

Retail Callouts (10/20): RL, NKE, BBBY, URBN, JWN, M, DKS, GPS, VFC, AdiBok
10/20/14 09:41 AM EDT

Macro Notebook 10/15: Volume | Volatility | Europe
10/20/14 09:40 AM EDT

European Banking Monitor: Widening in PIIGS Spreads Leads the Way
10/20/14 09:26 AM EDT

LEISURE LETTER (10/20/2014)
10/20/14 08:04 AM EDT

Bears Bounce
10/20/14 08:02 AM EDT

Deflation's Good Fortune
10/20/14 07:57 AM EDT

MONDAY MORNING RISK MONITOR: STAYING IN THE FOXHOLE
10/20/14 07:54 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/20/14 07:51 AM EDT

CHART OF THE DAY: Seeing Red
10/20/14 07:51 AM EDT

Seeing Red
10/20/14 07:25 AM EDT

October 20, 2014
10/18/14 06:07 AM EDT

Investing Ideas Newsletter

10/17/14 07:53 PM EDT

The Best of This Week From Hedgeye
10/17/14 05:57 PM EDT

Commodities: Weekly Quant
10/17/14 05:21 PM EDT

The Week Ahead
10/17/14 03:33 PM EDT

Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More

10/17/14 03:27 PM EDT

OC: Removing Owens Corning from Investing Ideas
10/17/14 02:54 PM EDT

Video Replay: #Bubbles Or Bottom?
10/17/14 02:11 PM EDT

Cartoon of the Day: Beware the Bounce
10/17/14 11:23 AM EDT

LM: Removing Legg Mason from Investing Ideas
10/17/14 11:19 AM EDT

INITIAL CLAIMS: PEAKS ARE PROCESSES
10/17/14 10:33 AM EDT

Flash Call at 1:00pm: #Bubbles Or Bottom?

10/17/14 09:09 AM EDT

Hedgeye Morning Macro Call
10/17/14 08:21 AM EDT

LEISURE LETTER (10/17/2014)
10/17/14 08:01 AM EDT

Moving Onward
10/17/14 07:56 AM EDT

Another Selling Opportunity
10/17/14 07:54 AM EDT

CHART OF THE DAY: Bumbles Bounce!
10/17/14 07:54 AM EDT

Bumbles Bounce!
10/17/14 07:36 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/17/14 07:33 AM EDT

October 17, 2014
10/16/14 03:00 PM EDT

Contributor Call: Short John Deere ($DE), Says BluePac's Chris Sommers
10/16/14 02:16 PM EDT

Cartoon of the Day: Weak Consumer
10/16/14 01:41 PM EDT

Flash Call Friday: #Bubbles Or Bottom?

10/16/14 01:36 PM EDT

OIL HAS FURTHER DOWNSIDE BEFORE THE BOTTOM
10/16/14 01:16 PM EDT

INITIAL CLAIMS: PEAKS ARE PROCESSES
10/16/14 12:50 PM EDT

Video | Daryl Jones Talks Market Peak on Fox Business

10/16/14 11:55 AM EDT

Keith's Macro Notebook 10/16: Yen | Europe | Oil
10/16/14 11:11 AM EDT

PIGS Paper Shows Swift Reversal!
10/16/14 10:37 AM EDT

LVS - WILL STREET ESTIMATES GO LOW ENOUGH?

10/16/14 10:22 AM EDT

LABOR IS GOOD BUT A LOT OF OTHER THINGS ARE BAD
10/16/14 10:15 AM EDT

Podcast | Q&A: What is Deflation?
10/16/14 09:39 AM EDT

DFRG: Timing is Critical
10/16/14 08:02 AM EDT

You Will Survive
10/16/14 07:58 AM EDT

The World Changed

10/16/14 07:51 AM EDT

CHART OF THE DAY: "Ebeta"
10/16/14 07:51 AM EDT

"Ebeta"
10/16/14 07:41 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/16/14 07:37 AM EDT

ICI Fund Flow Survey - Taxable Bond Bleeding Continues - BlackRock Puts Up Soft Equity Results
10/16/14 07:27 AM EDT

October 16, 2014
10/15/14 06:38 PM EDT

LVS 3Q 2014 CONF CALL NOTES
10/15/14 02:40 PM EDT

Macro Medley: 0 for (Quad#) 4
10/15/14 02:34 PM EDT

CARTOON OF THE DAY: SAFE WATERS
10/15/14 12:52 PM EDT

Video | Keith Talks Market Turbulence With Maria
10/15/14 10:49 AM EDT

Retail Callouts (10/15): Tory, NKE, LULU, WMT, RH, KATE, ZQK
10/15/14 10:42 AM EDT

Keith's Macro Notebook 10/15: Europe | Oil | UST 10YR

10/15/14 09:36 AM EDT

Europe, Oil and the UST 10YR
10/15/14 08:58 AM EDT

LEISURE LETTER (10/15/2014)
10/15/14 08:46 AM EDT

CHART OF THE DAY: Napoleon Complex
10/15/14 08:46 AM EDT

Napoleon Complex
10/15/14 08:28 AM EDT

Rate Retreat - Refi Ramps, Purchase Demand Dips
10/15/14 08:02 AM EDT

The Hong Kong Government Has Already Lost
10/15/14 07:47 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/15/14 07:43 AM EDT

October 15, 2014
10/14/14 08:26 PM EDT

RETAIL - DEPARTMENT STORE DEEP DIVE/BLACK BOOK ON THURSDAY
10/14/14 02:38 PM EDT

Cartoon of the Day: Crank It Up
10/14/14 12:34 PM EDT

#EuropeSlowing: Some Ugly Charts
10/14/14 12:00 PM EDT

WWW – Penalty Box
10/14/14 10:58 AM EDT

DRI: No Better Time for Focus and Simplicity
10/14/14 10:29 AM EDT

Just Ugly Charts #EuropeSlowing
10/14/14 10:14 AM EDT

Video | McCullough: Why Volume Matters
10/14/14 10:00 AM EDT

LEISURE LETTER (10/14/2014)
10/14/14 09:33 AM EDT

Keith's Macro Notebook 10/14: Japan | Europe | UST 10YR

10/14/14 09:19 AM EDT

MACAU: NO REBOUND IN WEEK 2
10/14/14 08:04 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/14/14 08:01 AM EDT

Tech Bubble?
10/14/14 07:54 AM EDT

Japan, Europe and the U.S. Slowing

10/14/14 07:49 AM EDT

October 14, 2014
10/14/14 07:25 AM EDT

CHART OF THE DAY: #Nice Behavior
10/14/14 07:25 AM EDT

#Nice Behavior
10/13/14 02:13 PM EDT

Cartoon of the Day: Falling Stocks
10/13/14 12:30 PM EDT

VIDEO | Macau: Doubling Down on Our Bearish Thesis
10/13/14 11:03 AM EDT

Commodities Weekly Sentiment Tracker
10/13/14 10:56 AM EDT

JCP - ceo announcement more bearish than bullish
10/13/14 10:25 AM EDT

Video | McCullough: Expecting A More Dovish Fed
10/13/14 10:18 AM EDT

Monday Mashup: DFRG, EAT and More
10/13/14 09:47 AM EDT

European Banking Monitor: Financials Swaps Continue Widening
10/13/14 09:38 AM EDT

Keith's Macro Notebook 10/13: Vix | Oil | Gold
10/13/14 09:37 AM EDT

LEISURE LETTER (10/13/2014)
10/13/14 08:44 AM EDT

MONDAY MORNING RISK MONITOR: DANGER ZONE
10/13/14 08:08 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/13/14 08:01 AM EDT

Legislating Deflation?
10/13/14 07:56 AM EDT

October 13, 2014
10/13/14 07:55 AM EDT

VIX, Oil and Gold

10/13/14 07:41 AM EDT

CHART OF THE DAY: Small Cap Illiquidity #Bubble $IWM
10/13/14 07:41 AM EDT

Pardon The Bear
10/12/14 01:52 PM EDT

Commodities: Weekly Quant
10/11/14 06:05 AM EDT

Investing Ideas Newsletter

10/10/14 05:24 PM EDT

The Best of This Week From Hedgeye
10/10/14 04:22 PM EDT

The Week Ahead
10/10/14 02:29 PM EDT

Cartoon of the Day: No Bark, No Bite
10/10/14 01:57 PM EDT

Estimates Are Heading Higher
10/10/14 01:16 PM EDT

VIDEO | Macau: Doubling Down on Bearish Thesis
10/10/14 11:38 AM EDT

Video | Q&A: McCullough Answers Questions on Gold | $GLD
10/10/14 10:39 AM EDT

Video | McCullough: Russell 2000 Is "Definitive Bubble"

10/10/14 09:51 AM EDT

Keith's Macro Notebook 10/10: Oil | XLY | UST 10YR
10/10/14 09:28 AM EDT

Retail Callouts (10/10): DG, FDO, AMZN, NKE, ZQK
10/10/14 08:38 AM EDT

LEISURE LETTER (10/10/2014)
10/10/14 08:09 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/10/14 08:01 AM EDT

#Preppers Await!
10/10/14 07:53 AM EDT

Oil, XLY and UST 10YR
10/10/14 07:41 AM EDT

October 10, 2014
10/10/14 07:37 AM EDT

CHART OF THE DAY: #EuropeSlowing – Austerity Is Dead?
10/10/14 07:37 AM EDT

#EuropeSlowing – Austerity Is Dead?
10/09/14 04:14 PM EDT

Q3 2014 HOTEL TRANSACTIONS: HIGHER PRICES
10/09/14 02:23 PM EDT

Cartoon of the Day: Beware of #Quad4
10/09/14 11:46 AM EDT

FLASHBACK | 'Currency Wars' Author Jim Rickards on Why 2014 Is Worse Than 2008
10/09/14 11:37 AM EDT

OZM: Removing Och-Ziff from Investing Ideas

10/09/14 10:53 AM EDT

DFRG, EAT: Covering Our Shorts Given Strong Knapp Sales
10/09/14 10:49 AM EDT

INITIAL CLAIMS - FURTHER IMPROVEMENT
10/09/14 10:07 AM EDT

Macro Notebook 10/9: UST 10YR | USD | Japan
10/09/14 09:26 AM EDT

Retail Callouts (10/9): GPS, JCP, TGT, AMZN, DKS, EBAY, SHLD
10/09/14 08:57 AM EDT

LEISURE LETTER (10/09/2014)
10/09/14 08:43 AM EDT

Decidedly Dovish
10/09/14 08:36 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/09/14 08:34 AM EDT

CHART OF THE DAY: Energy Price Sensitivity (Wildcatters Energy E&P Index)
10/09/14 08:34 AM EDT

Biting the Hand That Feeds
10/09/14 08:01 AM EDT

Yo, FX Go!
10/09/14 07:48 AM EDT

October 9, 2014
10/09/14 07:30 AM EDT

ICI Fund Flow Survey - Worst Quarter since 4Q 2012 for Equity Fund Flows and the PIMCO Puke
10/08/14 02:56 PM EDT

JCP – Key Conclusion From Analyst Meeting
10/08/14 01:14 PM EDT

Cartoon of the Day: A Snail's Pace
10/08/14 01:06 PM EDT

Increase in Shale Gas Production Meets Transportation Capacity Constraints
10/08/14 12:37 PM EDT

VIDEO REPLAY: Semiconductor Industry Teach-In
10/08/14 11:03 AM EDT

PODCAST: London Calling
10/08/14 10:50 AM EDT

Reality Check: Hedgeye Nailed Two of the Biggest Macro Moves This Year | $TLT $IWM
10/08/14 10:13 AM EDT

Macro Notebook 10/8: Europe | Vix | Sectors
10/08/14 09:34 AM EDT

Retail Callouts (10/8): COST, NKE, WMT, WWW, JCP
10/08/14 09:31 AM EDT

LEISURE LETTER (10/08/2014)
10/08/14 08:48 AM EDT

MORTGAGE DEMAND - THE SOFT STREAK ENDS AT 12

10/08/14 08:02 AM EDT

#GROWTHSLOWING
10/08/14 08:02 AM EDT

Adapt and Evolve
10/08/14 07:58 AM EDT

CHART OF THE DAY: #Complacency | $SPX: Days With >1% Move
10/08/14 07:58 AM EDT

Conflations and Incongruencies
10/08/14 07:37 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/08/14 07:35 AM EDT

October 8, 2014
10/08/14 06:50 AM EDT

MACAU: 1ST 6 DAYS OF OCTOBER
10/07/14 09:29 PM EDT

Shipbuilding Short Update: Sinking Far From Port
10/07/14 02:57 PM EDT

FXB: Removing the British Pound from Investing Ideas
10/07/14 01:33 PM EDT

Cartoon of the Day: Hedgeye + $TLT = Love
10/07/14 10:06 AM EDT

Hedgeye Reiterates Our Non-Consensus Call to Stay Long the Long Bond | $TLT
10/07/14 10:04 AM EDT

Retail Callouts (10/7): ICSC, KATE, TGT, KSS, WMT, AMZN
10/07/14 10:00 AM EDT

LEISURE LETTER (10/07/2014)
10/07/14 09:53 AM EDT

Macro Notebook 10/7: USD | UST 10YR | Russell 2000
10/07/14 09:13 AM EDT

MACAU: MASS WEAKNESS CONTINUED
10/07/14 08:58 AM EDT

KSS - The Risk In 'KSS Rewards'
10/07/14 08:41 AM EDT

Daily Trading Ranges, Refreshed [Unlocked]

10/07/14 08:16 AM EDT

Dollar, UST 10YR and Russell

10/07/14 08:01 AM EDT

Pygmy Minds
10/07/14 08:01 AM EDT

CHART OF THE DAY: Exorbitant Privilege (Fed Remittances to the U.S. Treasury)
10/07/14 08:01 AM EDT

Exorbitant Privilege
10/07/14 07:45 AM EDT

October 7, 2014
10/07/14 07:38 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/07/14 07:21 AM EDT

Retail - TIME CHANGE: Department Store Black Book
10/06/14 07:00 PM EDT

JCP – What JCP Needs To Say
10/06/14 02:21 PM EDT

Cartoon of the Day: A Sad Song
10/06/14 01:49 PM EDT

Video | Semi Stocks Facing Risks?
10/06/14 12:48 PM EDT

Food for Thought in the Restaurants Sector
10/06/14 11:20 AM EDT

Monday Mashup: PBPB, MCD and More
10/06/14 10:51 AM EDT

Restoration Hardware: Stealth Revenue Driver
10/06/14 09:13 AM EDT

Commodities Weekly Sentiment Tracker
10/06/14 09:04 AM EDT

LEISURE LETTER (10/06/2014)
10/06/14 08:59 AM EDT

U.S. and Europe
10/06/14 08:28 AM EDT

October 6, 2014
10/06/14 08:27 AM EDT

European Banking Monitor: Financials CDS Holds Flat on the Week After Widening

10/06/14 08:13 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/06/14 08:05 AM EDT

CHART OF THE DAY: Deflating #Bubbles in #Quad4

10/06/14 08:05 AM EDT

Deflation's Good Fortune
10/06/14 08:01 AM EDT

Friday's Frenzy
10/06/14 07:55 AM EDT

MONDAY MORNING RISK MONITOR: DON'T GET COMPLACENT
10/04/14 05:59 AM EDT

Investing Ideas Newsletter

10/03/14 06:21 PM EDT

Commodities: Weekly Quant
10/03/14 05:56 PM EDT

The Week Ahead
10/03/14 04:03 PM EDT

The Best of This Week From Hedgeye
10/03/14 03:07 PM EDT

Cycles, Slack & Sisyphean Fights: September Employment

10/03/14 02:08 PM EDT

Cartoon of the Day: Sweet Success?
10/03/14 01:22 PM EDT

VIDEO | Quarterly Macro Themes Q&A
10/03/14 11:34 AM EDT

HCA: Removing HCA Holdings from Investing Ideas
10/03/14 09:44 AM EDT

Employment Numbers a Positive for Restaurants
10/03/14 09:42 AM EDT

Keith's Macro Notebook 10/3: DRAGHI | EUROPE | SPX
10/03/14 09:04 AM EDT

RH - Stealth Revenue Driver
10/03/14 08:36 AM EDT

Retail Callouts (10/3): KATE, NKE, LULU, Luxury
10/03/14 08:32 AM EDT

Draghi Drugs and the S&P 500
10/03/14 08:11 AM EDT

CHART OF THE DAY: Need. Moarr. Drugs. $DXY
10/03/14 08:11 AM EDT

Moving Onward
10/03/14 08:01 AM EDT

Scottish Independence Squashed
10/03/14 07:58 AM EDT

October 3, 2014
10/03/14 07:36 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/03/14 07:32 AM EDT

LEISURE LETTER (10/03/2014)
10/02/14 05:56 PM EDT

KATE – Adding To Best Ideas List as a Long
10/02/14 03:42 PM EDT

REPLAY: 4Q14 MACRO INVESTMENT THEMES CALL
10/02/14 02:48 PM EDT

Bullish on Bloomin'
10/02/14 02:48 PM EDT

The Hong Kong Government Has Already Lost
10/02/14 02:31 PM EDT

Cartoon of the Day: Deflation (Got #Quad4 Yet?)
10/02/14 11:08 AM EDT

Draghi Disappoints on Delivering the “Drugs”
10/02/14 11:00 AM EDT

One-Minute Video | McCullough: We Haven’t Seen This Bearish Market Signal In Over 18 Months
10/02/14 10:50 AM EDT

LABOR MARKET - THE SEVEN MONTH ITCH
10/02/14 10:30 AM EDT

LABOR MKT - THE SEVEN MONTH ITCH
10/02/14 10:19 AM EDT

Retail Callouts (10/2): NKE QUIZ, W, RH, SHLD, WSM, JWN, VFC
10/02/14 10:18 AM EDT

Poll of the Day | 10-Year Treasury Yield: 2% or 3% Next?
10/02/14 10:16 AM EDT

Restaurant Sector Valuation
10/02/14 09:36 AM EDT

Keith's Macro Notebook 10/2: RUSSELL 2000 | UST 10YR | OIL

10/02/14 09:32 AM EDT

Russell 2000 Is a ‘Certified Train Wreck’ as Treasury Yields Plummet (Who Warned You?)
10/02/14 08:16 AM EDT

LEISURE LETTER (10/02/2014)
10/02/14 08:13 AM EDT

#Deflation
10/02/14 08:08 AM EDT

CHART OF THE DAY: #Quad 4 [US growth and inflation (in rate of change terms) slowing at same time]
10/02/14 08:08 AM EDT

You Will Survive
10/02/14 08:02 AM EDT

Managing Dovish Paradox
10/02/14 07:50 AM EDT

October 2, 2014
10/02/14 07:26 AM EDT

THE HEDGEYE DAILY OUTLOOK
10/01/14 02:16 PM EDT

Cartoon of the Day: Super and Stupor
10/01/14 01:33 PM EDT

Expect Euro Doves Tomorrow
10/01/14 11:55 AM EDT

10-Second Takeaway: Adidas is in Denial About Why It's Losing Share
10/01/14 11:13 AM EDT

Expect Euro Doves Tomorrow
10/01/14 11:04 AM EDT

PBPB: Closing Best Idea Short
10/01/14 11:01 AM EDT

3Q Demand Goes Out With A Whimper
10/01/14 10:17 AM EDT

Join Tomorrow: Q4 2014 Macro Themes Conference Call at 1pm EDT

10/01/14 09:56 AM EDT

Keith's Macro Notebook 10/1: Volume | Russell 2000 | UST 10YR

10/01/14 09:21 AM EDT

Retail Callouts (10/1): AdiBok, NKE, UA, Mobile Sales
10/01/14 09:02 AM EDT

LEISURE LETTER (10/01/2014)
10/01/14 08:51 AM EDT

MACAU: NOT MUCH WIGGLE ROOM WITH SMOKING BAN
10/01/14 08:33 AM EDT

Volume, Russell 2000 and Bond Yields
10/01/14 08:10 AM EDT

CHART OF THE DAY: The Hong Kong Government Has Already Lost
10/01/14 08:10 AM EDT

The Hong Kong Government Has Already Lost
10/01/14 08:02 AM EDT

October 1, 2014
10/01/14 08:01 AM EDT

What Is Your Vision?
10/01/14 07:48 AM EDT

THE HEDGEYE DAILY OUTLOOK

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