More Insights

01/31/23 04:52 PM EST

INVITE | Retail | Flash Call | What Does BBBY Bankruptcy Mean For Retail?
01/31/23 03:00 PM EST

Cartoon of the Day
01/31/23 12:19 PM EST

Happening Soon | Consumables Digest: Restaurants & Consumer Staples (New Format)

01/31/23 12:19 PM EST

Happening Soon | Consumables Digest: Restaurants & Consumer Staples (New Format)

01/31/23 10:01 AM EST

Deep Dive: Katie Stockton 1-on-1 with Danielle DiMartino Booth
01/31/23 09:43 AM EST

Call Today | Consumables Digest: Restaurants & Consumer Staples (New Format)

01/31/23 09:42 AM EST

Call Today | Consumables Digest: Restaurants & Consumer Staples (New Format)

01/31/23 09:12 AM EST

RESTAURANT INSIGHTS | MCD, EAT & DIN, SYY Local Volumes
01/31/23 08:20 AM EST

January 31, 2023
01/31/23 07:30 AM EST

Chart of the Day | Vaccine Uptake Continues to Slow FPE, MRNA, BNTX
01/31/23 07:28 AM EST

CHART OF THE DAY: China vs. US Growth
01/31/23 07:28 AM EST

China vs. US Growth
01/31/23 07:08 AM EST

REITS DAILY BRIEF | INVH CFO DEPARTURE + ADDING AMH TO ACTIVE SHORT LIST | 1.31.23 (AMH, INVH)
01/31/23 06:22 AM EST

Staples Insights | Dry January boost (TAP), Flu monitor (PRGO), Little Blue Menu (LANC)
01/30/23 03:41 PM EST

VIPS | Online/Offline Proxy Didn't Improve in December
01/30/23 03:32 PM EST

Cartoon of the Day
01/30/23 01:55 PM EST

McCullough: “This Is Very Dangerous… There’s A Lack of Liquidity”
01/30/23 11:23 AM EST

A (Really) Bad Date Night For Pfizer Director of R&D Jordan Walker $PFE
01/30/23 11:00 AM EST

Sierpinski NorthCoast Quarterly Update (1Q 2023)
01/30/23 08:41 AM EST

RESTAURANT INSIGHTS | Position Monitor Changes (DIN & SHAK), Gas Prices, FAST ACT 2.0
01/30/23 08:39 AM EST

Cannabis Insight | CURLF, West Coast, IL Trends, Q&A Call
01/30/23 08:23 AM EST

January 30, 2023
01/30/23 07:41 AM EST

CHART OF THE DAY: Is This Where The Soft Landing Peaks?
01/30/23 07:41 AM EST

Is This Where The Soft Landing Peaks?
01/30/23 07:30 AM EST

GEOPOLITICS: Col. Jeffrey McCausland | Unleash the Leopards (and the Abrams… eventually)
01/30/23 06:53 AM EST

Investing Ideas - Levels
01/30/23 06:23 AM EST

Staples Insights | Position Monitor changes (KMB, OTLY, LANC), Food inflation (GO), Minimums (KR)
01/29/23 07:33 PM EST

Hedgeye Retail Position Monitor Update | CROX, REAL, DECK, AMZN, VFC
01/29/23 04:30 PM EST

Date Night | Politics, Policy & Power
01/29/23 02:24 PM EST

CALL INVITE | Cloudflare (NET) | Data Points To Slower Growth
01/29/23 10:04 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week
01/29/23 10:04 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week
01/29/23 10:04 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week
01/29/23 09:17 AM EST

INVITE | DIN BLACK BOOK | TOP 5 SHORT | Melting ICE CUBE
01/29/23 08:42 AM EST

New Invite | Consumables Digest: Restaurants & Consumer Staples (New Format)

01/29/23 08:42 AM EST

New Invite | Consumables Digest: Restaurants & Consumer Staples (New Format)

01/29/23 08:19 AM EST

SUNDAY NIGHT REIT READ | "RENTER BILL OF RIGHTS" + STEWARD WTF | 1.29.23 | (APARTMENTS, SFR, MPW)
01/28/23 07:11 AM EST

Investing Ideas Newsletter
01/27/23 05:00 PM EST

Dose | Health Policy Week in Review; A Load of Reversal PFE, BNTX, Cannabis
01/27/23 04:40 PM EST

Cartoon of the Day
01/27/23 12:51 PM EST

CFLT | 90 Days To Comp
01/27/23 12:20 PM EST

The Anatomy of a Debt Default: Will the U.S. Default?

01/27/23 08:58 AM EST

January 27, 2023
01/27/23 08:58 AM EST

CHART OF THE DAY: A Squeeze Story ....

01/27/23 08:58 AM EST

A Squeeze Story ....

01/27/23 08:48 AM EST

Cannabis Insight | MD Trends, CT Cannabis, AYRWF, Acquisitions

01/27/23 08:10 AM EST

[COMPLIMENTARY] Top 3 Things | 0DTE/Oil/2yr
01/27/23 07:30 AM EST

REITS WEEKLY VALUATION HANDBOOK | 1.27.23
01/27/23 06:25 AM EST

Staples Insights | Beer distributor index (STZ), Organic produce loses share (SFM), Sam's Club (WMT)
01/27/23 06:03 AM EST

THE (DIS)TRUST SERIES | VOL. XLI | REBUTTING THE SHASTA REBUTTAL | 1.27.23 (MPW)
01/26/23 05:14 PM EST

HZO | More Guide Downs Coming – Best Idea Short
01/26/23 04:38 PM EST

CFLT | Is Nothing Sacred? MACRO FTW
01/26/23 04:23 PM EST

Cartoon of the Day
01/26/23 02:26 PM EST

McCullough: Why Is Nobody Talking About This Market?
01/26/23 11:21 AM EST

RESTAURANT INSIGHTS | LONG CHINA (YUM, YUMC), CMG has a Burrito Season?, Industry Traffic Trends
01/26/23 08:25 AM EST

CHART OF THE DAY: Keep On Rocking

01/26/23 08:25 AM EST

Keep On Rocking

01/26/23 08:19 AM EST

January 26, 2023
01/26/23 07:37 AM EST

[COMPLIMENTARY] Top 3 Things | China/USD/VIX
01/26/23 07:30 AM EST

Chart of the Day | Higher Benefit Expense Follows Labor Trends; ELV
01/26/23 07:00 AM EST

REITS DAILY BRIEF | RADI SALE PROCESS CONCLUDING NEXT MONTH? | 1.26.23 (EPR/AMC, RADI, SLG)
01/26/23 06:24 AM EST

Staples Insights | Below-the-line headwinds (KMB), Self-picking (KR), falling fertilizer (PPC)
01/25/23 08:23 PM EST

Cartoon of the Day
01/25/23 09:28 AM EST

MSFT | Game On
01/25/23 08:44 AM EST

January 25, 2023
01/25/23 08:33 AM EST

Cannabis Insight | FL Trends, Mississippi Opening, Waka, TRSSF
01/25/23 08:29 AM EST

CHART OF THE DAY: We Can't Change The Past But We Can Learn From It
01/25/23 08:29 AM EST

We Can't Change The Past But We Can Learn From It
01/25/23 08:22 AM EST

RESTAURANT INSIGHTS | D-HERO Fined In Germany, EU Workers Directive (JET), Lettuce (SG)
01/25/23 07:34 AM EST

CALL REPLAY | LEGAL AND REGULATORY CHALLENGES FOR SOCIAL MEDIA
01/25/23 06:23 AM EST

Staples Insights | UK grocery prices (BUD), DTC Wine declines (NAPA), Nutrition expansion (STKL)
01/24/23 06:45 PM EST

[BONUS CONTENT] Hedgeye Regional Miami Macro Show Highlight
01/24/23 05:19 PM EST

First Look | Great Execution, Covered By The Mud of Macro
01/24/23 03:48 PM EST

CRM | MATH OF REDEMPTION STICKS A BIT IN MY THROAT
01/24/23 03:42 PM EST

Cartoon of the Day
01/24/23 09:38 AM EST

RESTAURANT INSIGHTS | BYND, CMG, SHAK SUB Feedback
01/24/23 09:20 AM EST

CHART OF THE DAY: GOAT
01/24/23 08:37 AM EST

[COMPLIMENTARY] Top 3 Things | QQQ/Curve/Gold

01/24/23 08:32 AM EST

January 24, 2023
01/24/23 07:30 AM EST

Chart of the Day | Disabled Workers Continue to Proliferate
01/24/23 07:21 AM EST

JT TAYLOR | CAPITAL BRIEF + EVENT TODAY@10AM | LEGAL AND REGULATORY CHALLENGES FOR SOCIAL MEDIA
01/24/23 06:24 AM EST

Staples Insights | Beer sales underwhelm in '22 (BUD), Tomato market (APPH), Salad shortage (ACI)
01/23/23 07:42 PM EST

THE PITCH: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.
01/23/23 06:16 PM EST

PODCAST: Keith McCullough 1-On-1 With David Greely on "SmarterMarkets"
01/23/23 03:30 PM EST

Cartoon of the Day
01/23/23 02:06 PM EST

Navigating The Big Hedgeye Tech Shorts | $MSFT $GOOGL
01/23/23 11:50 AM EST

MSFT | The Second Miss Is Always The Worst
01/23/23 11:36 AM EST

RESTAURANT INSIGHTS | Delivery Guidance (JET, ROO, DASH) & Chili's (Focus on the Core)

01/23/23 10:27 AM EST

Cannabis Insight | AZ Trends, GTBIF, Valentines Day, CURLF, FL
01/23/23 08:13 AM EST

CHART OF THE DAY: Epic Non-Quad4 Positioning
01/23/23 08:13 AM EST

Epic Non-Quad4 Positioning
01/23/23 08:06 AM EST

January 23, 2023
01/23/23 07:36 AM EST

CALL INVITE TOMORROW | LEGAL AND REGULATORY CHALLENGES FOR SOCIAL MEDIA
01/23/23 06:44 AM EST

Investing Ideas - Levels
01/23/23 06:22 AM EST

Staples Insights | Grocery traffic declines (KR, WMT), Flu season (PRGO), River of rain (STKL)
01/22/23 07:32 PM EST

Hedgeye Retail Position Monitor Update | WWW, RVLV, MNRO, DRVN, VVV, W, HZO, ONEW
01/22/23 05:00 PM EST

No Offense | Politics, Policy & Power
01/22/23 03:20 PM EST

SUNDAY NIGHT REIT READ | POTENTIAL FY23 BEATS & MISSES | 1.22.23 (AMH, CUBE, INVH, IRM, MPW, STAG)
01/22/23 01:41 PM EST

Call Replay | NEW LONG | Brinker International (EAT)

01/21/23 07:03 AM EST

Investing Ideas Newsletter
01/20/23 10:07 PM EST

Cartoon of the Day
01/20/23 05:00 PM EST

Dose | Health Policy Week in Review; MA Threat Rising From PPI and The Hill
01/20/23 11:15 AM EST

Best Idea Short: Wayfair (We Think $W Can Go Below $20)

01/20/23 11:08 AM EST

CALL INVITE NEXT TUESDAY | LEGAL AND REGULATORY CHALLENGES FOR SOCIAL MEDIA
01/20/23 10:42 AM EST

NEW INTERVIEW | Hugh Hendry Unplugged With Keith McCullough
01/20/23 09:11 AM EST

January 20, 2023
01/20/23 08:54 AM EST

CHART OF THE DAY: Anxiety
01/20/23 08:54 AM EST

Anxiety
01/20/23 08:16 AM EST

Cannabis Insight | IIPR, MI Trends, NY Cannabis, Black Market
01/20/23 08:00 AM EST

REITS DAILY BRIEF | OUR NOTES FROM THE PLD CALL | 1.20.23 (PLD)
01/20/23 08:00 AM EST

REITS WEEKLY VALUATION HANDBOOK | 1.20.23
01/20/23 07:30 AM EST

THE (DIS)TRUST SERIES | VOL. XXXX | PROSPECT CROZER MIGHT BE A TOTAL LOSS | 1.20.23 (MPW)
01/20/23 06:24 AM EST

Staples Insights | Lower spirits taxes (BUD), Whole Foods expands (SFM), '22 alcohol servings (STZ)
01/19/23 06:13 PM EST

EVENT REPLAY: The Dynamics of Defense Spending

01/19/23 03:55 PM EST

Cartoon of the Day
01/19/23 01:22 PM EST

10 Books Keith McCullough Has Recently Read
01/19/23 12:19 PM EST

Happening Soon | NEW LONG | Brinker International (EAT)

01/19/23 10:41 AM EST

Central Banks Buy Record Amounts of Gold
01/19/23 09:12 AM EST

The Financial Media Goes Gaga For The Greenback, Part Deux
01/19/23 08:15 AM EST

January 19, 2023
01/19/23 08:04 AM EST

RESTAURANT INSIGHTS | EAT EVENT TODAY, YUM, SBUX
01/19/23 07:36 AM EST

EVENT TODAY @10 AM: THE DYNAMICS OF DEFENSE SPENDING

01/19/23 07:33 AM EST

CHART OF THE DAY: There's No #Quad4 Landing (yet)
01/19/23 07:33 AM EST

There's No #Quad4 Landing (yet)
01/19/23 07:30 AM EST

Chart of the Day | PPI: Medicare Benefit Costs Increase MoM; HUM, UNH, ELV
01/19/23 07:29 AM EST

EVENT TODAY @10 AM: The Dynamics of Defense Spending

01/19/23 06:25 AM EST

Staples Insights | Dec. PPI (LANC), Return to the office (KR), Wild Verdict (CELH)
01/18/23 03:21 PM EST

Call Tomorrow | NEW LONG | Brinker International (EAT)

01/18/23 03:14 PM EST

Cartoon of the Day
01/18/23 10:05 AM EST

RESTAURANT INSIGHTS | RRGB Insider & EAT New Marketing

01/18/23 09:10 AM EST

CHART OF THE DAY: When You're Sliding Into First....

01/18/23 09:10 AM EST

When You're Sliding Into First....

01/18/23 08:18 AM EST

Cannabis Insight | CA Trends, Tilray, Labor, CT Sales
01/18/23 08:17 AM EST

January 18, 2023
01/18/23 07:58 AM EST

JT TAYLOR | CAPITAL BRIEF + DYNAMICS OF DEFENSE SPENDING EVENT TOMORROW
01/18/23 06:23 AM EST

Staples Insights | Off-premise sales bounce (STZ), Egg prices (CALM), Round one (ACI)
01/17/23 04:40 PM EST

INVITE | Call Tomorrow on HELE with Marc Cohodes

01/17/23 03:13 PM EST

Cartoon of the Day
01/17/23 10:12 AM EST

Cohodes & McGough: Short the Hell Out of $HELE
01/17/23 10:01 AM EST

PLBY | Beginning of a Narrative Change
01/17/23 08:54 AM EST

RESTAURANT INSIGHTS | Knapp Track Slows (DEC), & EAT EVENT
01/17/23 08:53 AM EST

Cannabis Insight | WA Trends, Dry January, Trulieve
01/17/23 08:34 AM EST

January 17, 2023
01/17/23 07:52 AM EST

GEOPOLITICS: Col. Jeffrey McCausland | The Politics of Defense Budgeting + Defense Event Thurs @10am
01/17/23 07:36 AM EST

CHART OF THE DAY: The Facade of A Soft Landing
01/17/23 07:36 AM EST

The Facade of A Soft Landing
01/17/23 07:08 AM EST

Investing Ideas - Levels
01/17/23 06:25 AM EST

Staples Insights | flu monitor (PRGO), TX alcohol sales (STZ), Iced coffee on top (WEST, STKL)
01/16/23 05:45 PM EST

Retail Position Monitor Update | MOV, GME, GOLF, ARHS, URBN
01/16/23 10:37 AM EST

Retail | Apparel Unit Economics Just Flipped Negative -- Short The Group
01/16/23 10:32 AM EST

MONDAY NIGHT REIT READ | MULTIFAMILY UNDERWRITING + EPR + PIPELINE | 1.16.23 (EPR, APARTMENTS, MPW)
01/16/23 09:12 AM EST

EVENT THURSDAY @10 AM: The Dynamics of Defense Spending

01/15/23 04:29 PM EST

The Arc of History | Politics, Policy & Power
01/14/23 11:23 AM EST

Replay | STZ | From Long to Short
01/14/23 07:05 AM EST

Investing Ideas Newsletter
01/13/23 05:00 PM EST

Dose | Health Policy Week in Review
01/13/23 04:30 PM EST

Cartoon Of The Day
01/13/23 02:29 PM EST

Replay | HELE Black Book
01/13/23 12:19 PM EST

Happening Soon | STZ | From Long To Short
01/13/23 12:06 PM EST

RESTAURANT INSIGHTS | NO SALE (WEN), Food Inflation, Subway
01/13/23 11:58 AM EST

THE (DIS)TRUST SERIES | VOL. XXXIX | PIPELINE HEALTH IS SIMPLY INCREDIBLE | 1.13.23 (MPW)
01/13/23 09:50 AM EST

HAPPENING IN 10 MINUTES | HELE Black Book
01/13/23 08:29 AM EST

January 13, 2023
01/13/23 08:18 AM EST

CHART OF THE DAY: Buy Volatility Now
01/13/23 08:18 AM EST

Buy Volatility Now
01/13/23 07:43 AM EST

EVENT NEXT THURSDAY @10 AM: The Dynamics of Defense Spending

01/13/23 07:42 AM EST

INVITE | NEW LONG | Brinker International (EAT)

01/13/23 07:05 AM EST

REITS WEEKLY VALUATION HANDBOOK | 1.13.23
01/13/23 07:03 AM EST

Adding OneWater Marine (ONEW) & Camden Property Trust (CPT) to the Short List
01/13/23 07:00 AM EST

REITS DAILY BRIEF | UPDATING SFR #s FOR HIGHER NC PROPERTY TAXES | 1.13.23 (AMH, INVH)
01/13/23 06:21 AM EST

Staples Insights | STZ Call today, Dec. CPI decelerates slightly (WMT), New Oat milks (STKL)
01/12/23 06:17 PM EST

HELE | Key Conclusions For Tomorrow's Black Book
01/12/23 04:53 PM EST

Cartoon of the Day
01/12/23 04:00 PM EST

RECESSION RISK RISING ➜ Layoffs Ahead ➜ WE’RE HIRING
01/12/23 02:41 PM EST

Call Tomorrow | STZ | From Long To Short
01/12/23 10:08 AM EST

Cannabis Insight | AZ Trends, One Voice, DC, TILT, CURLF
01/12/23 09:51 AM EST

Call @10am ET | Venture View w/Marcus Whitney: 4Q Data & Promise of Health Care
01/12/23 08:29 AM EST

January 12, 2023
01/12/23 08:17 AM EST

Reminder | HELE | Best Idea Short Black Book Tomorrow
01/12/23 07:34 AM EST

CHART OF THE DAY: #1 Reason To Crash From Here
01/12/23 07:34 AM EST

#1 Reason To Crash From Here
01/12/23 07:30 AM EST

Chart of the Day | Excess Mortality is a Not Just a Thing for the Tinfoil Hat Crowd
01/12/23 06:32 AM EST

REITS DAILY BRIEF | POSITION MONITOR UPDATES | 1.12.23 (AMT, HIW, MAA, NSA, SBAC, VTR)
01/12/23 06:19 AM EST

Staples Insights | Online grocery (KR), price or no price? (CAG), Letter to the FTC (ACI, KR)
01/11/23 09:52 PM EST

Cartoon Of The Day
01/11/23 02:51 PM EST

Corporate Insiders Embark On A Buyers’ Strike
01/11/23 02:41 PM EST

Adding Pool Corporation (POOL), EPR Properties (EPR) & Avis Budget Group (CAR) to the Short List
01/11/23 01:48 PM EST

Call Invite Thurs. Jan 12 @10am ET | Venture View w/Marcus Whitney: 4Q Data & Promise of Health Care
01/11/23 09:12 AM EST

RESTAURANT INSIGHTS | NOT GOOD ENOUGH (SHAK), CMG Free food, Bowling Technology (BOWL)
01/11/23 08:29 AM EST

CHART OF THE DAY: Seeing The Forest
01/11/23 08:29 AM EST

Seeing The Forest
01/11/23 08:28 AM EST

Cannabis Insight | TLRY'S BS, Opening Day, CT Sales, AYR, FL
01/11/23 08:23 AM EST

January 11, 2023
01/11/23 08:15 AM EST

[COMPLIMENTARY] Top 3 Things | CPI/Gold/QQQ
01/11/23 06:26 AM EST

Staples Insights | Gross margin statement (ACI), Dry January (STZ), Growth at the high end (NAPA)
01/10/23 02:38 PM EST

Cartoon of the Day
01/10/23 09:08 AM EST

RESTAURANT INSIGHTS | SBUX Delivery (DASH), BROS, DENN, MCD
01/10/23 08:32 AM EST

January 10, 2023
01/10/23 08:29 AM EST

JT TAYLOR | CAPITAL BRIEF + Budget Replay
01/10/23 07:35 AM EST

CHART OF THE DAY: Sell Gamma Squeezes
01/10/23 07:35 AM EST

Sell Gamma Squeezes
01/10/23 07:30 AM EST

Chart of the Day | Hospital PMI Slips a Bit; Still in Expansion Territory; HCA, THC, SGRY, UNH, ELV
01/10/23 07:01 AM EST

REITS DAILY BRIEF | ADDING/REMOVING CUBE/SBAC TO ACTIVE SHORT LIST | 1.10.23 (CUBE, EXR, SBAC, WPC)
01/10/23 06:28 AM EST

Staples Insights | No more pancakes (SOVO), Alcohol imports (STZ), Greater Velocity (BRCC)
01/09/23 04:08 PM EST

Cartoon of the Day
01/09/23 03:21 PM EST

There's Not Enough Adderall
01/09/23 08:19 AM EST

January 9, 2023
01/09/23 07:33 AM EST

EVENT TODAY, JAN 9 @ 11 AM : Outlook for the U.S. Budget with Divided Government on Tap
01/09/23 07:33 AM EST

CHART OF THE DAY: USA: #Quad4 Crash Landing
01/09/23 07:33 AM EST

USA: #Quad4 Crash Landing
01/09/23 07:29 AM EST

Cannabis Insight | IL Sales, Records, CFO, FFLWF, CSE
01/09/23 07:28 AM EST

RESTAURANT INSIGHTS | MCD MACRO AWARENESS, KRUS, ICR Press Releases
01/09/23 06:58 AM EST

Investing Ideas - Levels
01/09/23 06:24 AM EST

Staples Insights | Brand to watch (GO), Flu monitor (PRGO), Long to short (STZ)
01/08/23 06:35 PM EST

Retail Position Monitor Update | GME, LESL, POOL, WOOF, LULU, M, BOOT, LOVE
01/08/23 05:10 PM EST

SUNDAY NIGHT REIT READ | SD WHISTLEBLOWER CASE ACTIVITY + EPR FEEDBACK | 1.8.23 (INVH, EPR, MPW)
01/08/23 05:00 PM EST

What Lies Beneath | Politics, Policy & Power
01/08/23 01:54 PM EST

Replay & Primer Download | ICR Conference Preview
01/08/23 01:53 PM EST

Replay & Primer Download | ICR Conference Preview
01/08/23 10:24 AM EST

Call Invite | STZ | From Long To Short
01/08/23 08:41 AM EST

EVENT TOMORROW, JAN 9 @ 11 AM : Outlook for the U.S. Budget with Divided Government on Tap
01/07/23 06:58 PM EST

THE (DIS)TRUST SERIES | VOL. XXXVIII | ADD'L STEWARD VENDOR COMPLAINTS | 1.7.23 (MPW)
01/07/23 07:07 AM EST

Investing Ideas Newsletter
01/06/23 05:32 PM EST

Dose | Health Policy Week in Review | Macro Data Points Continue Improvement; Guidance on End of MOE
01/06/23 04:16 PM EST

SIGMA Setup Bearish Into ’23 – SIGMA Book with 180 Tickers
01/06/23 03:04 PM EST

Cartoon of the Day
01/06/23 09:43 AM EST

RESTAURANT INSIGHTS | MCD, ICR Replay, BK Franchise Bankruptcy
01/06/23 08:51 AM EST

January 6, 2023
01/06/23 08:27 AM EST

CHART OF THE DAY: Deus Ex Machina
01/06/23 08:27 AM EST

Deus Ex Machina
01/06/23 08:00 AM EST

Cannabis Insight | Lowell, AZ, OH, Ballot, Mexico
01/06/23 07:54 AM EST

CHART OF THE DAY: [COMPLIMENTARY] Top 3 Things | JGB/USD/Commodities
01/06/23 07:54 AM EST

[COMPLIMENTARY] Top 3 Things | JGB/USD/Commodities
01/06/23 07:15 AM EST

REITS WEEKLY VALUATION HANDBOOK | 1.6.23
01/06/23 07:11 AM EST

HELE | New Black Book – Best Idea Short – The Model is Broken
01/06/23 06:55 AM EST

EVENT REPLAY | NEW ACTIVE SHORT EPR PROPERTIES BLACK BOOK | 1.6.23 (EPR)
01/06/23 06:25 AM EST

Staples Insights | Getting fries w/ it (LW), standing alone (STZ), FDA signal (PRGO)
01/06/23 06:20 AM EST

STZ | Standing alone

01/05/23 10:33 PM EST

China May Ease "Three Red Lines" Rule

01/05/23 03:56 PM EST

Adding Charter Communications (CHTR), TripAdvisor (TRIP) & Knight-Swift Transportation (KNX) Short
01/05/23 03:43 PM EST

Cartoon of the Day
01/05/23 09:29 AM EST

RESTAURANT INSIGHTS | Dining out in 2023, DASH Pickup, SPTN
01/05/23 09:14 AM EST

EVENT NEXT MONDAY, JAN 9 @ 11 AM : Outlook for the U.S. Budget with Divided Government on Tap
01/05/23 08:31 AM EST

January 5, 2023
01/05/23 08:09 AM EST

[FLASHBACK] Silvergate $SI: "This Stock Is Dogsh!t. It Needs To Be Called Out Just Like FTX."
01/05/23 07:44 AM EST

CHART OF THE DAY: What's A PM's Greatest Fear?
01/05/23 07:44 AM EST

What's A PM's Greatest Fear?
01/05/23 07:16 AM EST

CHART OF THE DAY: Replace with Note's Headline
01/05/23 07:16 AM EST

What's A PM's Greatest Fear?
01/05/23 06:58 AM EST

EVENT REMINDER | EPR PROPERTIES (EPR) BLACK BOOK | TODAY @ 12:30 PM ET
01/05/23 06:17 AM EST

Staples Insights | Canadian beer (TAP), Most trusted Grocer (WMT), Kenvue S-1 (KVUE)
01/04/23 08:58 PM EST

THE (DIS)TRUST SERIES | VOLUME XXXVII | ARTICLE ON "PONZI HOSPITALS" | 1.4.23 (MPW)
01/04/23 04:00 PM EST

Replay | 1Q23 Retail Themes
01/04/23 03:20 PM EST

Cartoon of the Day
01/04/23 02:31 PM EST

Replay & Primer Download | ICR Conference Preview
01/04/23 02:31 PM EST

Replay & Primer Download | ICR Conference Preview
01/04/23 01:50 PM EST

HAPPENING IN 10 MINUTES | 1Q23 Retail Themes
01/04/23 12:19 PM EST

Happening Soon | ICR Conference | Restaurants & Consumer Staples Guidebook & Preview
01/04/23 12:19 PM EST

Happening Soon | ICR Conference | Consumer Staples & Restaurants Guidebook & Preview
01/04/23 11:58 AM EST

FLASH | JUDGE DENIES INVH'S MTD | 1.4.23 (INVH)
01/04/23 10:18 AM EST

JT TAYLOR | CAPITAL BRIEF + U.S. Budget Outlook Call January 9
01/04/23 09:40 AM EST

RESTAURANT INSIGHTS | ICR preview, CMG adding 1 HR, Industry 4Q Traffic

01/04/23 08:28 AM EST

January 4, 2023
01/04/23 08:12 AM EST

Cash-Strapped Colleges Court Reluctant Students
01/04/23 07:32 AM EST

CHART OF THE DAY: Long Precious vs. Short #BubbleCaps, Reiterated
01/04/23 07:32 AM EST

Long Precious vs. Short #BubbleCaps, Reiterated
01/04/23 06:25 AM EST

Staples Insights | ICR preview today, Beer price increases (TAP), New co-packer(OTLY), New COO(APPH)
01/03/23 08:48 PM EST

1Q23 Retail Themes | Key Conclusions and Details For Tomorrow's Call
01/03/23 03:28 PM EST

Cartoon of the Day
01/03/23 02:17 PM EST

Call Tomorrow | ICR Conference | Consumer Staples & Restaurants Guidebook & Preview
01/03/23 02:17 PM EST

Call Tomorrow | ICR Conference | Restaurants & Consumer Staples Guidebook & Preview
01/03/23 01:16 PM EST

McCullough: Fade Your Feelings And Narratives (Or Get Killed)
01/03/23 12:15 PM EST

RESTAURANT INSIGHTS | BYND (MCD), SBUX, FAST ACT Delayed
01/03/23 11:01 AM EST

Removing Playboy (PLBY) Long
01/03/23 08:44 AM EST

REITS DAILY BRIEF | INITIAL THOUGHTS ON EPR | 1.3.23 (EPR)
01/03/23 08:25 AM EST

January 3, 2023
01/03/23 08:10 AM EST

Cannabis Insight | NY Sales, Exports, Canada, Israel, CT
01/03/23 07:36 AM EST

CHART OF THE DAY: 2023. Game. On.
01/03/23 07:36 AM EST

2023. Game. On.
01/03/23 07:04 AM EST

Investing Ideas - Levels
01/03/23 06:23 AM EST

Staples Insights | Flu monitor (PRGO), CA storms (KR), Wine sales (NAPA, VWE)
01/02/23 06:01 PM EST

Retail Position Monitor Update | POOL, FIVE, NKE, KER-PAR/PPRUY/1Q23 Themes Call Wed
01/01/23 05:00 PM EST

FDA, Inc., A Wholly Owned Subsidiary | Politics, Policy & Power

01/01/23 04:40 PM EST

EVENT INVITE UPDATE | EPR PROPERTIES (EPR) BLACK BOOK | THURSDAY, 1/5 @ 12:30 PM ET

Sign up for free: Hedgeye's Market Brief

Enter your email to receive our newsletter of 5 trending market topics.

By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails.

VIEW SAMPLE
Date Range

Thank You! Your request has been received.

You have been added to our Market Brief.

By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails. All hedgeye products and services are subject to Hedgeye's Terms of Service available at www.hedgeye.com//terms_of_service

Thank You!

Your request has been received.

CONGRATULATIONS

You're well on your way to becoming a better investor.

Check your email & get started today!