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More Insights

11/30/19 07:00 AM EST

Investing Ideas Newsletter
11/29/19 01:00 PM EST

EXCERPT: Diary Of a Hedge Fund Manager

11/29/19 12:37 PM EST

Cartoon of the Day: Driving In Circles
11/29/19 11:33 AM EST

GH: Adding Guardant Health to Investing Ideas (Long Side)
11/29/19 10:38 AM EST

11 Tweets From Keith McCullough
11/29/19 08:36 AM EST

November 29, 2019
11/29/19 08:13 AM EST

Conference Call Invite: GSE UPDATE: Progress or Pitfalls?
11/27/19 04:00 PM EST

A Sneak Peek → The Call @ Hedgeye (11/27/19)
11/27/19 03:01 PM EST

Cartoon of the Day: Dinnertime?
11/27/19 10:53 AM EST

China (Still) Quad 3, Oil & Volatility
11/27/19 09:52 AM EST

OPEC In Prevent Defense, But Don’t Dismiss Surprise Deep Route
11/27/19 08:55 AM EST

10 Tweets From Hedgeye Senior Macro Analyst Darius Dale

11/27/19 08:16 AM EST

GIL | New BlackBook. 50-80% Upside
11/27/19 08:01 AM EST

November 27, 2019
11/27/19 07:49 AM EST

CHART OF THE DAY: Think Rate Of Change NOT Absolutes
11/27/19 07:49 AM EST

Thanking All Of You
11/27/19 07:32 AM EST

Conference Call Invite: GSE UPDATE: Progress or Pitfalls?
11/27/19 07:30 AM EST

OPEC in Prevent Defense But Don’t Dismiss Surprise Deep Route
11/26/19 03:21 PM EST

Cartoon of the Day: Perspective

11/26/19 03:16 PM EST

OPEC in Prevent Defense But Don’t Dismiss Surprise Deep Route
11/26/19 02:16 PM EST

DLTR | This Is Why We Need To Break The Buck
11/26/19 01:44 PM EST

Podcast: VIX Falls. Powell Bets On Worker Growth. Italy, Spain, & UK. Bloomberg in Race.(11/26/2019)
11/26/19 01:44 PM EST

Podcast: VIX Falls. Powell Bets on Worker Growth. Italy, Spain, & UK. Bloomberg in Race.(11/26/2019)
11/26/19 01:43 PM EST

Podcast: VIX Falls. Powell Bets On Worker Growth. Italy, Spain, & UK. Bloomberg in Race.(11/26/2019)
11/26/19 01:39 PM EST

A Sneak Peek → The Call @ Hedgeye (11/26/19)
11/26/19 12:23 PM EST

Head Fake? Breakout? Watch The Data
11/26/19 11:56 AM EST

Don’t Chase the Bait. Fade the FOMO
11/26/19 10:42 AM EST

The Phenomenal Failure of Abenomics And Its Lessons
11/26/19 10:17 AM EST

The Best Deal We Offer All Year
11/26/19 09:05 AM EST

11 Tweets From Our Research Team Today
11/26/19 08:27 AM EST

A Real Conversation with Mark Gordon: An 'Unprecedented Opportunity' in Oil
11/26/19 08:00 AM EST

November 26, 2019
11/26/19 07:43 AM EST

[Podcast] One-on-One with Director of Sales & Research Daryl Jones
11/26/19 07:42 AM EST

CHART OF THE DAY: Is Tech The Only Move In #Quad 3?
11/26/19 07:42 AM EST

Epically Divergent All-Time Highs
11/25/19 04:03 PM EST

Cartoon of the Day: Changing Seasons
11/25/19 03:54 PM EST

HBI | Headwinds Continue Building
11/25/19 03:21 PM EST

BKNG: We Are Removing Booking Holdings Inc from Investing Ideas
11/25/19 02:29 PM EST

Bullish Signals In Europe?
11/25/19 01:37 PM EST

Pension Volcano Is Ready To Blow
11/25/19 01:13 PM EST

Italy, Germany, India → Quad 2
11/25/19 12:42 PM EST

Trendspotting: State and Local Pensions Are a Volcano Ready to Blow.
11/25/19 12:42 PM EST

State and Local Pensions Are a Volcano Ready to Blow. NewsWire
11/25/19 12:42 PM EST

State and Local Pensions Are a Volcano Ready to Blow. NewsWire
11/25/19 11:14 AM EST

WEBCAST + TRANSCRIPT: How To Prepare Your Portfolio For The Year Ahead
11/25/19 09:56 AM EST

NFLX: We Are Removing Netflix from Investing Ideas
11/25/19 09:14 AM EST

11 Tweets From Our Research Team Today
11/25/19 08:03 AM EST

November 25, 2019
11/25/19 07:40 AM EST

Investing Ideas - Levels
11/25/19 07:28 AM EST

CHART OF THE DAY: US Consumer? → Slowing
11/25/19 07:28 AM EST

Success Is No Accident
11/23/19 07:00 AM EST

Investing Ideas Newsletter
11/22/19 04:39 PM EST

FL | Deserves To Be Down
11/22/19 02:49 PM EST

A Sneak Peek → The Call @ Hedgeye (11/22/19)
11/22/19 02:45 PM EST

Cartoon of the Day: The Cliff
11/22/19 12:18 PM EST

FLASHBACK | Best Idea Short → $JACK
11/22/19 10:49 AM EST

Are You Tired Of People Lying To You? McCullough Discusses China "Deal"
11/22/19 10:45 AM EST

11 Tweets This Morning From Keith McCullough
11/22/19 10:41 AM EST

‘The Index Of The Volume Of Speculation’ Is Rolling Over
11/22/19 08:50 AM EST

CHART OF THE DAY: Tesla → Test Drives In Decline
11/22/19 08:50 AM EST

The Curious Cats
11/22/19 08:04 AM EST

November 22, 2019
11/22/19 07:50 AM EST

Jim Chanos Talks Tesla With Keith McCullough
11/21/19 03:38 PM EST

Cartoon of the Day: The Kudlow Report
11/21/19 02:53 PM EST

A Sneak Peek → The Call @ Hedgeye (11/21/19)
11/21/19 11:07 AM EST

A China Trade Deal? Stop The Insanity
11/21/19 08:02 AM EST

November 21, 2019
11/21/19 07:43 AM EST

CHART OF THE DAY: Old Wall Forecasting → Very Confused
11/21/19 07:43 AM EST

Cautious & Confused?
11/20/19 04:13 PM EST

Cartoon of the Day: Bus Stop
11/20/19 02:19 PM EST

A Sneak Peek → The Call @ Hedgeye (11/20/19)
11/20/19 01:45 PM EST

Don't Get Flattened By Darius Dale (Or Mr. Market)
11/20/19 12:04 PM EST

The Yield Curve 'Just Got Pancaked'
11/20/19 10:22 AM EST

CNQ: Adding Canadian Natural Resources to Investing Ideas (Long Side)
11/20/19 10:02 AM EST

10 Tweets From Our Research Team Today
11/20/19 09:09 AM EST

A Leap Into Marketing? "Ok Boomer"
11/20/19 09:00 AM EST

EXCERPT: Diary Of a Hedge Fund Manager

11/20/19 08:37 AM EST

WEBCAST TODAY AT 11AM ET | MID-QUARTER MACRO THEMES UPDATE
11/20/19 07:40 AM EST

November 20, 2019
11/20/19 07:40 AM EST

CHART OF THE DAY: What’s NEVER Happened Before In Corporate Credit

11/20/19 07:40 AM EST

What Are You Chasing?
11/19/19 02:42 PM EST

A Sneak Peek → The Call @ Hedgeye (11/19/19)
11/19/19 02:16 PM EST

Cartoon of the Day: Precarious

11/19/19 02:13 PM EST

KSS | Downward Revisions Upon Downward Revisions
11/19/19 02:04 PM EST

11 Tweets From Our Research Team Today
11/19/19 12:11 PM EST

Call Replay | A "Crash" Course in Recession Indicators
11/19/19 12:10 PM EST

Call Replay | A "Crash" Course in Recession Indicators
11/19/19 12:10 PM EST

Call Replay | A "Crash" Course in Recession Indicators
11/19/19 11:46 AM EST

The Next Wave of Debt Monetization Will (Also) Be A Disaster
11/19/19 11:16 AM EST

Starts | The Elusive 9-Handle
11/19/19 11:15 AM EST

Trendspotting: By Some Measures, Millennials Are In Even Worse Health Than Gen-Xers
11/19/19 11:15 AM EST

By Some Measures, Millennials Are In Even Worse Health Than Gen-Xers. NewsWire
11/19/19 11:15 AM EST

By Some Measures, Millennials Are In Even Worse Health Than Gen-Xers. NewsWire
11/19/19 09:21 AM EST

Does Goldman Sachs Discriminate Against Female Borrowers?
11/19/19 09:18 AM EST

REPLAY MATERIALS | A "Crash" Course on Recession Indicators
11/19/19 08:24 AM EST

CHART OF THE DAY: Decelerating → Average Weekly Earnings Growth
11/19/19 08:24 AM EST

Cement Shoes
11/19/19 08:07 AM EST

November 19, 2019
11/19/19 07:52 AM EST

JT TAYLOR: CAPITAL BRIEF

11/19/19 07:26 AM EST

WEBCAST TOMORROW | MID-QUARTER MACRO THEMES UPDATE
11/19/19 07:15 AM EST

DVA | Field Notes: Operational Impact of California AB290 and Similar Efforts
11/19/19 06:45 AM EST

NVTA, GWPH, ABBV | As Investors Turn Their Attention to the New Quarter, Good Thing We Never Stopped
11/18/19 04:19 PM EST

Cartoon of the Day: The Gallows
11/18/19 02:37 PM EST

A Sneak Peek → The Call @ Hedgeye (11/18/19)
11/18/19 12:20 PM EST

Happening Now | Webcast: A "Crash" Course in Recession Indicators | @ 12:30 PM ET
11/18/19 12:20 PM EST

Happening Now | Webcast: A "Crash" Course in Recession Indicators | @ 12:30 PM ET
11/18/19 12:20 PM EST

Happening Now | Webcast: A "Crash" Course in Recession Indicators | @ 12:30 PM ET
11/18/19 11:34 AM EST

Rising Inflation → Bullish Commodities
11/18/19 10:31 AM EST

10 Tweets This Morning From Keith McCullough
11/18/19 10:17 AM EST

CMG: Adding Chipotle to Investing Ideas (Short Side)
11/18/19 08:00 AM EST

November 18, 2019
11/18/19 07:55 AM EST

WEBCAST TODAY | A "Crash" Course in Recession Indicators
11/18/19 07:31 AM EST

CHART OF THE DAY: What Could Possibly Go Wrong?
11/18/19 07:31 AM EST

To Infinity, And Beyond!
11/18/19 07:27 AM EST

Podcast: China Deal? More Q4 Downgrades. Clarida on Bond Yields. Dems Seeking a Moderate. (11/18/19)
11/18/19 07:27 AM EST

Podcast: China Deal? More Q4 Downgrades. Clarida on Bond Yields. Dems Seeking a Moderate. (11/18/19)
11/18/19 07:26 AM EST

Podcast: China Deal? More Q4 Downgrades. Clarida on Bond Yields. Dems Seeking a Moderate. (11/18/19)
11/18/19 07:15 AM EST

Investing Ideas - Levels
11/18/19 07:13 AM EST

General Dan Christman | ARAB SPRING 2.0?
11/17/19 03:27 PM EST

Call Tomorrow | A Crash Course in Recession Indicators | Monday, November 18th @ 12:30 PM ET
11/17/19 03:27 PM EST

Call Tomorrow | A Crash Course in Recession Indicators | Monday, November 18th @ 12:30 PM ET
11/17/19 03:26 PM EST

Call Tomorrow | A Crash Course in Recession Indicators | Monday, November 18th @ 12:30 PM ET
11/17/19 10:36 AM EST

WEBCAST TOMORROW | A "Crash" Course in Recession Indicators
11/16/19 07:00 AM EST

Investing Ideas Newsletter
11/15/19 03:52 PM EST

Cartoon of the Day: Fomosapien
11/15/19 01:33 PM EST

Retail Sales Rebound? Look Closer
11/15/19 01:11 PM EST

12 Tweets From Hedgeye Senior Macro Analyst Darius Dale

11/15/19 10:27 AM EST

WEBCAST INVITE | A "Crash" Course in Recession Indicators
11/15/19 10:11 AM EST

The Road to $25 | $ALRM Short Call Update
11/15/19 09:32 AM EST

Citigroup: Negative Assessment; FOMC: Liquidity vs the VIX
11/15/19 08:39 AM EST

CHART OF THE DAY: From Darius Dale's Notebook
11/15/19 08:39 AM EST

Short Strokes
11/15/19 08:12 AM EST

November 15, 2019
11/14/19 03:12 PM EST

Cartoon of the Day: A Toxic Concoction

11/14/19 01:53 PM EST

$TSLA | Teed-Up, Another Short Burn Backfire (Call Today @ 2pm ET)
11/14/19 01:48 PM EST

Are You Properly Allocated For This Market?
11/14/19 01:42 PM EST

Call Invite | A Crash Course in Recession Indicators | Monday, November 18th @ 12:30 PM ET
11/14/19 11:12 AM EST

CHEF: Adding Chef's Warehouse to Investing Ideas (Short Side)
11/14/19 10:35 AM EST

ROL: We Are Removing Rollins from Investing Ideas
11/14/19 10:33 AM EST

‘You Better Be Careful And Keep Your Eyes Open,’ Part Deux
11/14/19 10:24 AM EST

8 Tweets From Our Industrials Analyst Jay Van Sciver

11/14/19 08:12 AM EST

CHART OF THE DAY: Software Investment Likely To Keep Slowing
11/14/19 08:12 AM EST

What's The Whole Truth?
11/14/19 07:59 AM EST

November 14, 2019
11/13/19 08:38 PM EST

Call Invite | A Crash Course in Recession Indicators | Monday, November 18th @ 12:30 PM ET
11/13/19 08:37 PM EST

Call Invite | A Crash Course in Recession Indicators | Monday, November 18th @ 12:30 PM ET
11/13/19 04:27 PM EST

FLASHBACK | Best Idea Short --> $GOOS
11/13/19 02:41 PM EST

Cartoon of the Day: An Asinine Investor
11/13/19 01:00 PM EST

Will China Disrupt The Monetary System With A Cryptocurrency?
11/13/19 11:27 AM EST

GOOS | At Best, COLM2.0, not MONC2.0
11/13/19 11:00 AM EST

10 Tweets This Morning From Keith McCullough
11/13/19 09:49 AM EST

[WEBCAST + TRANSCRIPT] A Conversation With Renowned Short Seller Jim Chanos
11/13/19 08:55 AM EST

CHART OF THE DAY: Did Wall Street Jump The Gun On Quad 2?
11/13/19 08:55 AM EST

Too Far Too Fast?
11/13/19 08:14 AM EST

November 13, 2019
11/13/19 07:11 AM EST

JT TAYLOR: CAPITAL BRIEF

11/12/19 02:26 PM EST

Cartoon of the Day: A Beautiful Day In the Neighborhood
11/12/19 01:35 PM EST

KSS | Short On Strength
11/12/19 11:07 AM EST

Why Tech Is a Risky Bet Right Now
11/12/19 08:48 AM EST

CHART OF THE DAY: We're Not Out of the Woods Yet
11/12/19 08:48 AM EST

Quad 2/3 Ping Pong
11/12/19 07:59 AM EST

November 12, 2019
11/12/19 07:46 AM EST

AMN, DVA, DXCM, THC | Post Earnings Overview | 3Q19 Results Excite Alongside Favorable Quad Outlook
11/12/19 07:33 AM EST

[Podcast] One-on-One with Mish Shedlock: "I Would Hide Out in Gold & Treasuries"

11/11/19 03:51 PM EST

Cartoon of the Day: Chinese Food
11/11/19 02:06 PM EST

U.S. Teens Spend More Than Seven Hours A Day In Front Of Screens—Not Including Schoolwork
11/11/19 12:21 PM EST

Podcast: Bulls Slacken. Q4 Downgrades. Bloomberg Enters. Is Religion Ebbing in America? (11/11/19)
11/11/19 12:21 PM EST

Podcast: Bulls Slacken. Q4 Downgrades. Bloomberg Enters. Is Religion Ebbing in America? (11/11/19)
11/11/19 12:21 PM EST

Podcast: Bulls Slacken. Q4 Downgrades. Bloomberg Enters. Is Religion Ebbing in America? (11/11/19)
11/11/19 12:07 PM EST

Trendspotting: GOP No More: Why American Doctors Now Support the Democrats
11/11/19 12:07 PM EST

GOP No More: Why American Doctors Now Support the Democrats. NewsWire
11/11/19 12:07 PM EST

GOP No More: Why American Doctors Now Support the Democrats. NewsWire
11/11/19 12:00 PM EST

Kyle Bass: "We Think China Is Actually Growing About 2%"
11/11/19 11:53 AM EST

12 Tweets From Our Research Team Today
11/11/19 11:48 AM EST

EXCERPT: Diary Of a Hedge Fund Manager

11/11/19 08:53 AM EST

CHART OF THE DAY: Impressive Performance Chase
11/11/19 08:53 AM EST

Impressive Performance Chase
11/11/19 08:01 AM EST

November 11, 2019
11/11/19 07:17 AM EST

Investing Ideas - Levels
11/09/19 07:00 AM EST

Investing Ideas Newsletter
11/08/19 02:42 PM EST

Cartoon of the Day: Marking Territory
11/08/19 02:27 PM EST

10 Tweets From Our Senior Macro Analyst Darius Dale

11/08/19 02:23 PM EST

Why Do We Like Energy? Rate Of Change
11/08/19 12:07 PM EST

Cracks In The 'Consumer Is Strong' Narrative
11/08/19 11:33 AM EST

Keith McCullough on MacroVoices: Inflation Accelerating
11/08/19 08:17 AM EST

November 8, 2019
11/08/19 07:42 AM EST

CHART OF THE DAY: The Consumer Is Good? LOL
11/08/19 07:42 AM EST

Long Consumer & Up +23% YTD?
11/07/19 03:40 PM EST

CASY: We Are Removing Casey's General Stores from Investing Ideas
11/07/19 03:18 PM EST

Cartoon of the Day: Head In The Sand

11/07/19 03:03 PM EST

THC, SGRY, UNH | Welcome to the Ambulatory Surgery Center's Next Golden Age
11/07/19 01:15 PM EST

RL | Dead Money
11/07/19 11:38 AM EST

The Easiest Way To Take Advantage Of The Generational Opportunity In Value
11/07/19 11:30 AM EST

SQ: Adding Square to Investing Ideas (Short Side)
11/07/19 11:24 AM EST

We Like Germany For 1st Time Since 2017
11/07/19 09:39 AM EST

APD Margin Story, Siemens Read, JCI Light, 2 Sigma
11/07/19 09:32 AM EST

Why U.S. Death Rate From Heart Failure Is Surging
11/07/19 09:20 AM EST

DXCM | IS THERE STILL A SHORT THESIS?
11/07/19 09:19 AM EST

Is Retail Heading Into An 'Apparel Depression?'
11/07/19 08:03 AM EST

November 7, 2019
11/07/19 07:38 AM EST

CHART OF THE DAY: "We Are So Lucky"? This Won't Age Well
11/07/19 07:38 AM EST

We Are So Lucky
11/06/19 05:01 PM EST

FLASHBACK | Best Idea Short --> $ALRM
11/06/19 04:10 PM EST

Cartoon of the Day: Picking At Bones
11/06/19 03:43 PM EST

DIN: Adding Dine Brands to Investing Ideas (Short Side)
11/06/19 11:57 AM EST

DVA | IMPACT FROM COMMERCIAL MIX HEADWINDS AND POLICY LESS THAN EXPECTED
11/06/19 11:52 AM EST

Having (Another) Bond Panic Attack?
11/06/19 09:37 AM EST

Content Wars: A Real Vision Interview With Andrew Freedman
11/06/19 08:56 AM EST

CHART OF THE DAY: U.S. Growth → Separating Facts From Fiction
11/06/19 08:56 AM EST

Facts vs. Fiction
11/06/19 07:53 AM EST

November 6, 2019
11/05/19 06:13 PM EST

TPR | Removing from Best Ideas Long list
11/05/19 04:50 PM EST

FLASHBACK | Short $UBER
11/05/19 03:21 PM EST

12 Tweets Today From Keith McCullough
11/05/19 02:25 PM EST

Cartoon of the Day: Fish Bait
11/05/19 01:21 PM EST

Wall Street Is Short Energy. We're Not.
11/05/19 12:18 PM EST

Podcast: Fed Pushing Pause? Late-Cycle Reflation. Impeachment Civil War. UK Party Blowup. (11/05/19)
11/05/19 12:18 PM EST

Podcast: Fed Pushing Pause? Late-Cycle Reflation. Impeachment Civil War. UK Party Blowup. (11/05/19)
11/05/19 12:18 PM EST

Podcast: Fed Pushing Pause? Late-Cycle Reflation. Impeachment Civil War. UK Party Blowup. (11/05/19)
11/05/19 09:08 AM EST

[WEBCAST] Long or Short Netflix? A Bull and Bear Debate
11/05/19 08:20 AM EST

CHART OF THE DAY: #Quad3 Isn't Good For Margins
11/05/19 08:20 AM EST

Time To Get In?
11/05/19 08:09 AM EST

November 5, 2019
11/05/19 07:22 AM EST

JT TAYLOR: CAPITAL BRIEF

11/04/19 02:56 PM EST

Cartoon of the Day: Watch Your Step
11/04/19 02:03 PM EST

Now You Know Why Kevin Plank Stepped Down | $UAA
11/04/19 11:52 AM EST

The Fed Has Surrendered Its Independence

11/04/19 11:50 AM EST

The Peak May Be In For U.S. Dollar
11/04/19 11:40 AM EST

FLASHBACK | Best Idea Short --> $NSP
11/04/19 11:32 AM EST

Hedgeye Investing Summit (Highlights): A Discussion with Liz Ann Sonders
11/04/19 11:30 AM EST

Trendspotting: How Brexit Has Blown Up UK Party Loyalties
11/04/19 11:30 AM EST

How Brexit Has Blown Up UK Party Loyalties. NewsWire
11/04/19 11:30 AM EST

How Brexit Has Blown Up UK Party Loyalties. NewsWire
11/04/19 11:21 AM EST

NSP: We Are Removing Insperity from Investing Ideas
11/04/19 11:07 AM EST

Why We Are Sticking With Long Pinterest $PINS
11/04/19 10:40 AM EST

NSP | Removing As Best Ideas Short
11/04/19 10:34 AM EST

UAA | Now You Know Why Plank Stepped Down
11/04/19 10:33 AM EST

PENN: We Are Removing Penn National Gaming from Investing Ideas
11/04/19 08:05 AM EST

CHART OF THE DAY: Commodity Reflation Is Our Highest-Conviction Theme
11/04/19 08:05 AM EST

Four Dimensional Quads
11/04/19 08:01 AM EST

November 4, 2019
11/04/19 07:39 AM EST

Investing Ideas - Levels
11/04/19 07:13 AM EST

General Dan Christman | U.S. Out, Russia In: The Middle East Tectonic Plates Shift
11/03/19 02:30 PM EST

Warren Shows the Outlines of a Democratic Defense Budget
11/02/19 07:30 AM EDT

Investing Ideas Newsletter
11/01/19 02:02 PM EDT

Cartoon of the Day: Bite The Bull
11/01/19 11:38 AM EDT

Hedgeye Investing Summit (Highlights): A Discussion with Jurrien Timmer
11/01/19 11:36 AM EDT

Repo Madness: The Rest of the Story
11/01/19 11:35 AM EDT

10 Tweets From Our Research Team Today
11/01/19 09:38 AM EDT

EXCERPT: Diary Of a Hedge Fund Manager

11/01/19 08:51 AM EDT

CHART OF THE DAY: What If The Data Fails To Confirm Global #Quad2?
11/01/19 08:51 AM EDT

Green Shoots

11/01/19 08:29 AM EDT

November 1, 2019

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