More Insights

02/28/23 03:37 PM EST

WEBCAST | The Mother of All Bubbles is Popping [PART 2]

02/28/23 03:29 PM EST

Call Replay | Consumables Digest: Restaurants & Consumer Staples

02/28/23 03:27 PM EST

Call Replay | Consumables Digest: Restaurants & Consumer Staples

02/28/23 02:34 PM EST

McCullough: How Our Model Helps Manage Positions

02/28/23 02:07 PM EST

TGT | Likely To Drift Lower

02/28/23 01:24 PM EST

Tech Stock Outlook No Bueno → Echoes of Dot Com Blowup?

02/28/23 12:19 PM EST

Happening Soon | Consumables Digest: Restaurants & Consumer Staples

02/28/23 12:18 PM EST

Happening Soon | Consumables Digest: Restaurants & Consumer Staples

02/28/23 09:09 AM EST

CORRECTION: REITS DAILY BRIEF | RADI SALE SAGA FINALLY CONCLUDING? | 2.28.23 (RADI)

02/28/23 08:29 AM EST

CHART OF THE DAY: Snow Days

02/28/23 08:29 AM EST

Snow Days

02/28/23 08:28 AM EST

February 28, 2023

02/28/23 07:51 AM EST

RESTAURANT INSIGHTS | RED FLAG #3 (BROS), CMG, MCD & DNUT

02/28/23 07:33 AM EST

CAPITOL BRIEF + CALL REPLAY | SUPREME COURT TARGETS BIG TECH AND STUDENT LOAN FORGIVENESS

02/28/23 07:30 AM EST

Chart of the Day | How Many People Really Disenroll from Medicaid after PHE? HCA, THC, CNC, MOH

02/28/23 06:58 AM EST

REITS DAILY BRIEF | RADI SALE SAGA FINALLY CONCLUDING? | 2.28.23 (RADI)

02/28/23 06:52 AM EST

CHART OF THE DAY: [COMPLIMENTARY] Top 3 Things | USD/Rates/Utes

02/28/23 06:52 AM EST

[COMPLIMENTARY] Top 3 Things | USD/Rates/Utes

02/28/23 06:23 AM EST

Staples Insights | Q4 results (PRGO), Beer distributor outlook improves, (STZ), CA rain (KR)

02/27/23 04:01 PM EST

Cartoon of the Day

02/27/23 02:34 PM EST

Call Replay | BROS | New Best Idea Short | JV Management Team, Not Ready For The Big Leagues

02/27/23 02:00 PM EST

Caution: ‘Cost Of Capital Has Essentially Gone Vertical’

02/27/23 01:45 PM EST

McCullough: How I Use Position Sizing (To Avoid Blow-Ups)

02/27/23 01:43 PM EST

REPLAY | The Retail Show | 2-27-2023

02/27/23 12:18 PM EST

Happening Soon | BROS | New Best Idea Short | JV Management Team, Not Ready For The Big Leag

02/27/23 12:18 PM EST

THE (DIS)TRUST SERIES | VOL. LIII | STOP WASTING OUR TIME | 2.27.23 $MPW

02/27/23 11:23 AM EST

THE (DIS)TRUST SERIES | VOL. LIII | STOP WASTING OUR TIME | 2.27.23 (MPW)

02/27/23 10:45 AM EST

HAPPENING IN 15 MIN | The Retail Show | TODAY at 11ET | 14 Ticker Callouts

02/27/23 09:33 AM EST

CALL TODAY @ 11 AM | SUPREME COURT TARGETS BIG TECH AND STUDENT LOAN FORGIVENESS

02/27/23 08:39 AM EST

RESTAURANT INSIGHTS | BROS RED FLAGS & BLACK BOX

02/27/23 08:30 AM EST

February 27, 2023

02/27/23 07:54 AM EST

Investing Ideas - Levels

02/27/23 07:27 AM EST

Trained For #Quad4?

02/27/23 07:27 AM EST

CHART OF THE DAY: Trained For #Quad4?

02/27/23 06:21 AM EST

Staples Insights | Flu monitor (PRGO), Store label dairy (STKL)

02/26/23 09:00 PM EST

Retail Position Monitor Update | 14 Moves and Earnings Previews

02/26/23 06:49 PM EST

SUNDAY NIGHT REIT READ | EPR 4Q22 CALL NOTES | 2.26.23 | (EPR)

02/26/23 05:29 PM EST

Why We Can't Have Nice Things | Politics, Policy & Power

02/26/23 02:23 PM EST

Call Tomorrow | BROS | New Best Idea Short | JV Management Team, Not Ready For The Big League

02/26/23 10:12 AM EST

EVENT FRIDAY @ 10 AM | The Return of Hedgeye's CryptoCapitol Series

02/26/23 09:27 AM EST

Call Invite | Consumables Digest: Restaurants & Consumer Staples

02/26/23 09:27 AM EST

Call Invite | Consumables Digest: Restaurants & Consumer Staples

02/26/23 09:26 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/26/23 09:26 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/26/23 09:26 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/26/23 07:46 AM EST

CALL TOMORROW @ 11 AM | SUPREME COURT TARGETS BIG TECH AND STUDENT LOAN FORGIVENESS

02/26/23 07:00 AM EST

THE (DIS)TRUST SERIES | VOL. LII | "FRAUD" IN MALTA | 2.26.23 (MPW)

02/25/23 10:18 AM EST

Investing Ideas Newsletter

02/25/23 09:01 AM EST

Cartoon of the Day

02/24/23 05:12 PM EST

Dose | Health Policy Week in Review PCE and Suitcases of Cash PFE, DVA, ENSG, CHE, AMED

02/24/23 10:53 AM EST

WEBCAST | Chris Whalen 1-On-1 With Keith McCullough

02/24/23 09:44 AM EST

RESTAURANT INSIGHTS | SG, BYND & SBUX'S Oleato,

02/24/23 09:39 AM EST

REITS WEEKLY VALUATION HANDBOOK | 2.24.23

02/24/23 09:16 AM EST

AMH 4Q22 RESULTS | DISAPPOINTING FY23 GUIDE SHOULDN'T BE A SURPRISE... | 2.24.23 (AMH)

02/24/23 08:57 AM EST

Cannabis Insight | Q&A Call Today, CO Trends, WA, Discrimination

02/24/23 08:34 AM EST

ICYMI | McCullough: Market Crash Ahead?

02/24/23 07:43 AM EST

FND | Numbers Still Too High

02/24/23 07:37 AM EST

CHART OF THE DAY: Sell, Short, Breathe.

02/24/23 07:37 AM EST

Sell, Short, Breathe.

02/24/23 07:32 AM EST

February 24, 2023

02/24/23 06:23 AM EST

Staples Insights | (Not so) Wild oats (STKL), Distributor pickup (STZ), Grocery (dis)inflation (WMT)

02/23/23 08:53 PM EST

THE (DIS)TRUST SERIES | VOL. LI | MPW'S EQUITY REMAINS WORTHLESS | 2.24.23 (MPW)

02/23/23 08:18 PM EST

RVLV | Bad Quarter, But Pseudo Squeezy

02/23/23 04:13 PM EST

W | Do You Believe?

02/23/23 03:54 PM EST

THE PITCH: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.

02/23/23 03:01 PM EST

Cartoon of the Day

02/23/23 01:41 PM EST

Trading Down: Price Conscious Consumers Choosing Store Brands

02/23/23 10:00 AM EST

Call Invite | BROS | New Best Idea Short | JV Management Team, Not Ready For The Big Leagues

02/23/23 08:25 AM EST

RESTAURANT INSIGHTS | INot Ready For Prime Time (BROS), Moving to Long Bias (WING), Moving Lower-DPZ

02/23/23 08:24 AM EST

Cannabis Insight | TLRY, Capital, MedMen, Assets, Sellings, Q&A, Call Tomorrow

02/23/23 08:20 AM EST

February 23, 2023

02/23/23 07:39 AM EST

CHART OF THE DAY: Buy, Cover, Breathe

02/23/23 07:39 AM EST

Buy, Cover, Breathe

02/23/23 07:33 AM EST

EPR 4Q22 RESULTS | BETTER 4Q, BUT NO FY23 OUTLOOK THE FOCUS | 2.23.23 (EPR)

02/23/23 07:30 AM EST

Chart of the Day | DVA Labor Improves; Excess Mortality Still High; Leverage Ratio Rises

02/23/23 06:37 AM EST

ETSY | Buyer Beware

02/23/23 06:21 AM EST

Staples Insights | Private label growth (PRGO), Comparing milks (STKL), Cutting Moose loose (WMT)

02/22/23 03:55 PM EST

Cartoon of the Day

02/22/23 03:38 PM EST

McCullough: A Big Lower High In The S&P 500

02/22/23 03:26 PM EST

Adding CARR to the Long List

02/22/23 02:53 PM EST

Gold Prices Are Knocking On The Door Of New Record Highs

02/22/23 02:41 PM EST

Cartoon of the Day

02/22/23 09:30 AM EST

THE (DIS)TRUST SERIES | VOL. L | NEW FILINGS IN TENET/STEWARD LITIGATION | 2.22.23 (MPW)

02/22/23 08:24 AM EST

February 22, 2023

02/22/23 07:58 AM EST

RESTAURANT INSIGHTS | Restaurants realities, DMP-AU, CMG Discounting

02/22/23 07:40 AM EST

CHART OF THE DAY: Risk Happens Slowly, Then...

02/22/23 07:40 AM EST

Risk Happens Slowly, Then...

02/22/23 07:16 AM EST

REITS DAILY BRIEF | PSA 4Q22 + INVH CASE + OFFICE LOANS | 2.22.23 (PSA, INVH, OFFICE)

02/22/23 06:22 AM EST

Staples Insights | Beat but lower (WMT), 3rd time is a charm (GIS), All price (TAP)

02/21/23 03:01 PM EST

HD | This Is Just The Beginning

02/21/23 12:21 PM EST

REPLAY | The Retail Show | 2-21-2023

02/21/23 12:09 PM EST

Remove Short WSM, TRIP

02/21/23 12:03 PM EST

NXRT 4Q22 RESULTS | MOVING TO SHORT BENCH | 2.21.23 (NXRT)

02/21/23 09:39 AM EST

RESTAURANT INSIGHTS | BLMN & Industry Traffic Trends (FEB)

02/21/23 08:48 AM EST

February 21, 2023

02/21/23 08:36 AM EST

Cannabis Insight | Call Invite, QA, OH Trends, CGC

02/21/23 07:35 AM EST

CHART OF THE DAY: USD Says Still #Quad4

02/21/23 07:35 AM EST

USD Says Still #Quad4

02/21/23 07:07 AM EST

Investing Ideas - Levels

02/21/23 06:23 AM EST

Staples Insights | Position monitor changes (WMT, NAPA, MNST), Price hike (BRCC), Flu monitor (PRGO)

02/20/23 06:37 PM EST

Retail Position Monitor Update | 13 Key Callouts and Earnings Previews For The Week Ahead

02/20/23 05:00 PM EST

Cancer, Inc. | Politics, Policy & Power

02/20/23 11:36 AM EST

Adding MLCO and LVS to the Long List

02/20/23 09:47 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/20/23 09:47 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/20/23 09:47 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/20/23 08:16 AM EST

MONDAY NIGHT REIT READ | NXRT 4Q + STAG MODEL + MIKE PAPA WHISKEY | 2.20.23 | (NXRT, STAG, MPW)

02/18/23 07:07 AM EST

Investing Ideas Newsletter

02/17/23 05:06 PM EST

Dose | Health Policy Week in Review; PPI, Florida Agitates Against mRNA Vaccines; SNF Oversight

02/17/23 04:47 PM EST

Cartoon of the Day

02/17/23 12:22 PM EST

REITS WEEKLY VALUATION HANDBOOK | 2.17.23

02/17/23 12:08 PM EST

WEBCAST | The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event

02/17/23 08:17 AM EST

Cannabis Insight | WA, Interstate Commerce, Twitter, Trulieve, NM Trends

02/17/23 08:12 AM EST

RESTAURANT INSIGHTS | Alternative Reality (DASH), TXRH, BLMN & BYND

02/17/23 07:56 AM EST

February 17, 2023

02/17/23 07:43 AM EST

CHART OF THE DAY: Evolution

02/17/23 07:43 AM EST

Evolution

02/17/23 06:25 AM EST

Staples Insights | January PPI (LANC), Online grocery (KR), Grocery tax relief (WMT)

02/16/23 05:48 PM EST

COLD 4Q22 RESULTS | 2.16.23 (COLD)

02/16/23 05:43 PM EST

Cartoon of the Day

02/16/23 05:41 PM EST

CTC.A-CN | Canadian Tire Numbers/Stock Headed Lower

02/16/23 05:06 PM EST

REAL | New CEO Taking Action

02/16/23 02:59 PM EST

Hedgeye Survey → We Want Your Feedback

02/16/23 02:23 PM EST

POOL | Should Have Guided Down. Best Idea Short

02/16/23 10:21 AM EST

Ultra-Rich Chinese Tycoons Moving To Singapore

02/16/23 09:27 AM EST

STAG 4Q22 RESULTS | THINK THE FY23 GUIDE IS CONSERVATIVE | 2.16.23 (STAG)

02/16/23 08:48 AM EST

Deprogramming

02/16/23 08:48 AM EST

CHART OF THE DAY: Deprogramming

02/16/23 08:18 AM EST

[COMPLIMENTARY] Top 3 Things | QQQ/Baskets/Bonds

02/16/23 08:18 AM EST

CHART OF THE DAY: [COMPLIMENTARY] Top 3 Things | QQQ/Baskets/Bonds

02/16/23 08:18 AM EST

February 16, 2023

02/16/23 08:08 AM EST

RESTAURANT INSIGHTS | Nothing but Good News, CHEF, BOWL USFD

02/16/23 06:44 AM EST

THE (DIS)TRUST SERIES | VOL. XLIX | PUTTING ALL THE MOVING PARTS TOGETHER, AGAIN | 2.16.23 (MPW)

02/16/23 06:23 AM EST

Staples Insights | Grocery sales (KR), Inflation inflection (AD-AMS), Super Bowl (BUD), Departed(KR)

02/15/23 08:06 PM EST

THE (DIS)TRUST SERIES | VOL. XLVIII | COMMONSPIRIT DISCLOSED THE PURCHASE PRICE | 2.15.23 (MPW)

02/15/23 07:24 PM EST

REITS DAILY BRIEF | INVH EARNINGS + MPW FOLLOW-UP | 2.15.23 (INVH, MPW)

02/15/23 07:18 PM EST

Call Tomorrow @ 10am | Venture View with Marcus Whitney: The Hope of Artificial Intelligence

02/15/23 04:11 PM EST

THE (DIS)TRUST SERIES | VOL. XLVI | NO-NONSENSE TAKE ON STEWARD UTAH | 2.15.23 (MPW)

02/15/23 03:58 PM EST

Cartoon of the Day

02/15/23 03:57 PM EST

[WEBCAST] Keith McCullough & David Dorr: Big Macro Risks & Rewards

02/15/23 03:44 PM EST

Hawkishness Is In The Eye Of The Beholder, Part Deux

02/15/23 03:08 PM EST

Replay | Home Retail Scenario Analysis Call

02/15/23 12:25 PM EST

Cannabis Insight | IL Trends, SD, Black Market, CA, CCHWF, VA

02/15/23 12:20 PM EST

HAPPENING IN 10 MINUTES | Home Retail Scenario Analysis Call

02/15/23 10:39 AM EST

Free All Access: Monday, February 27

02/15/23 10:39 AM EST

Free All Access: Friday, February 24

02/15/23 10:39 AM EST

Free All Access: Thursday, February 23

02/15/23 10:39 AM EST

Free All Access: Wednesday, February 22

02/15/23 10:39 AM EST

Free All Access: Tuesday, February 21

02/15/23 09:07 AM EST

RESTAURANT INSIGHTS | Menu Prices ++, The Anti 3G (QSR)

02/15/23 08:51 AM EST

February 15, 2023

02/15/23 08:40 AM EST

Cynical & Negative

02/15/23 08:40 AM EST

CHART OF THE DAY: Cynical & Negative

02/15/23 08:32 AM EST

[COMPLIMENTARY] Top 3 Things | Rates/USD/Gold

02/15/23 08:24 AM EST

Home Retail Scenario Analysis Call | Key Conclusions For Today's Call

02/15/23 06:24 AM EST

Staples Insights | January CPI (WMT), Spirits growth (DEO), Lemon Stand (KO)

02/14/23 03:30 PM EST

BOOM! Free 'All Access Week' Is HERE

02/14/23 01:50 PM EST

Call Invite Feb. 16th @ 10am | Venture View with Marcus Whitney: The Hope of Artificial Intelligence

02/14/23 10:20 AM EST

DIDIY | Highest Market Share Since March 2022 - Although January Recovery Slow

02/14/23 09:08 AM EST

Cannabis Insight | MD Trends, Interstate Commerece, Replay, CEO, AYR

02/14/23 08:39 AM EST

All Eyes on CPI (And Hedgeye Live)

02/14/23 08:39 AM EST

CHART OF THE DAY: All Eyes on CPI

02/14/23 08:29 AM EST

February 14, 2023

02/14/23 07:31 AM EST

JT TAYLOR | CAPITAL BRIEF

02/14/23 06:24 AM EST

Staples Insights | End of the emergency (GO), 2022 Grape crush (NAPA), Whole Foods Go Big (SFM)

02/13/23 04:16 PM EST

REPLAY | The Retail Show | 14 Ticker Callouts

02/13/23 03:32 PM EST

Penney: Why I’m Sticking With Chipotle Best Idea Short $CMG

02/13/23 03:30 PM EST

Cartoon of the Day

02/13/23 01:49 PM EST

Happening Soon | Cannabis Speaker Call w/ Adam Smith on Interstate Commerce

02/13/23 11:09 AM EST

THE (DIS)TRUST SERIES | VOL. XLV | TOO MUCH V'CNCY IN BIRMINGHAM... SO BUILD A HQ | 2.13.23 (MPW)

02/13/23 10:45 AM EST

HAPPENING IN 15 MIN | The Retail Show | TODAY at 11ET | 14 Ticker Callouts

02/13/23 10:34 AM EST

RESTAURANT INSIGHTS | CMG New Concept?, Knapp Accelerates (JAN); March is Looming

02/13/23 10:16 AM EST

Removing KNX, POOL & CAR from Investing Ideas

02/13/23 09:49 AM EST

Call Today | Cannabis Speaker Call w/ Adam Smith on Interstate Commerce

02/13/23 09:04 AM EST

February 13, 2023

02/13/23 08:23 AM EST

The Retail Show | TODAY at 11ET | 14 Ticker Callouts

02/13/23 08:23 AM EST

Winning By Margins

02/13/23 08:23 AM EST

CHART OF THE DAY: Inflation

02/13/23 07:34 AM EST

Investing Ideas - Levels

02/13/23 06:22 AM EST

Staples Insights | Alcohol imports (STZ), Divesting stores (KR), Flu monitor (PRGO)

02/12/23 09:55 PM EST

Retail Position Monitor | 14 Ticker Callouts Tonight

02/12/23 05:00 PM EST

Politics, Policy & Power | Super Bowl Sunday Edition

02/12/23 03:34 PM EST

SUNDAY NIGHT REIT READ | NEW ACTIVE SHORT ST. JOE COMPANY | 2.12.23 | (JOE, IRT, DOC)

02/12/23 12:24 PM EST

THE MACRO SHOW | #COMMS EDITION (2/10/2023)

02/12/23 11:54 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/12/23 11:54 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/12/23 11:53 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/12/23 08:30 AM EST

GEOPOLITICS: Col. Jeffrey McCausland | Chinese Surveillance Balloon + CALL REPLAY

02/11/23 07:01 AM EST

Investing Ideas Newsletter

02/10/23 05:35 PM EST

Cartoon of the Day

02/10/23 04:11 PM EST

Invite | Home Retail Scenario Analysis Call

02/10/23 03:56 PM EST

Dose | Health Policy Week in Review; PMI, CNC, NYC Dropping Masks

02/10/23 01:25 PM EST

Another Problem With The Fed Paying Interest on Reserves

02/10/23 12:00 PM EST

Cannabis Insight | CGC Earnings, Call Invite, Interstate Commerce, MI Trends

02/10/23 08:36 AM EST

February 10, 2023

02/10/23 07:55 AM EST

The Vital Few

02/10/23 07:55 AM EST

CHART OF THE DAY: The Vital Few

02/10/23 07:52 AM EST

REITS DAILY BRIEF | UPDATED CPT NUMBERS + REGAL LEASE NEGOTIATIONS | 2.10.23 (CPT, EPR, O)

02/10/23 07:46 AM EST

[COMPLIMENTARY] Top 3 Things | Rates/Gold/Russell

02/10/23 06:52 AM EST

RESTAURANT INSIGHTS | Tim Hortons China (THCH), Chick-fil-A (BYND), DPZ'S Tots (ChatGPT Review)

02/10/23 06:25 AM EST

Staples Insights | Big game plans (KR), Passing on price (PEP), Open in TX (STKL), Diluted (APPH)

02/09/23 08:36 PM EST

RL | Pricing Works, Until it Doesn’t

02/09/23 04:07 PM EST

The Battle Between FANG And BANG Is About To Get Very Interesting

02/09/23 03:14 PM EST

Call Invite | Cannabis Speaker Call w/ Adam Smith on Interstate Commerce

02/09/23 02:46 PM EST

Cartoon of the Day

02/09/23 02:42 PM EST

Cannabis Insight | NV Trends, Cresco, Verano

02/09/23 02:26 PM EST

THE (DIS)TRUST SERIES | VOL. XLIV | ALL OF YOUR MODELS ARE BROKEN... | 2.9.23 (MPW)

02/09/23 09:50 AM EST

Call @10am | HUM: Only the Strong Survive

02/09/23 08:25 AM EST

February 9, 2023

02/09/23 07:50 AM EST

CHART OF THE DAY: Expect the Unexpected

02/09/23 07:50 AM EST

Expect the Unexpected

02/09/23 07:29 AM EST

GEOPOLITICAL EVENT REPLAY | Spanning the Globe with Col. Jeff McCausland

02/09/23 07:10 AM EST

[COMPLIMENTARY] Top 3 Things | China/USD/Rates

02/09/23 07:00 AM EST

UHAL 3Q23 RESULTS | U-MISS'ED THE QUARTER | 2.9.23 (UHAL)

02/09/23 06:19 AM EST

Staples Insights | Fooled again (APPH), Falling farm income (TSN, PPC), Bang seeks funds (MNST)

02/08/23 03:35 PM EST

Cartoon of the Day

02/08/23 02:31 PM EST

Replay | ULTA, KSS | Data Deep Dive on ULTAs Existential Threat

02/08/23 12:19 PM EST

HAPPENING IN 10 MIN | ULTA/KSS

02/08/23 12:04 PM EST

CPRI | Shock Value

02/08/23 09:24 AM EST

RESTAURANT INSIGHTS | The Pricing Void (CMG) & YUMC

02/08/23 09:13 AM EST

GEOPOLITICAL EVENT TODAY @ 10:00 am | Spanning the Globe with Col. Jeff McCausland

02/08/23 08:14 AM EST

February 8, 2023

02/08/23 07:55 AM EST

REITS DAILY BRIEF | ESS 4Q RESULTS + UHAL + POSITION MONITOR UPDATES | 2.8.23 (ESS, IRT, UHAL)

02/08/23 07:33 AM EST

CHART OF THE DAY: Risk Managing 0DTE vs. The Cycle

02/08/23 07:33 AM EST

Risk Managing 0DTE vs. The Cycle

02/08/23 06:24 AM EST

Staples Insights | Lower egg prices (CALM), Wine spending by age (NAPA), On-premise bounce (BUD)

02/07/23 07:19 PM EST

ULTA/KSS | Key Conclusions For Tomorrow's Call

02/07/23 04:59 PM EST

Call Invite Feb. 9th @10am | HUM: Only the Strong Survive

02/07/23 04:56 PM EST

Cartoon of the Day

02/07/23 04:13 PM EST

GEOPOLITICAL EVENT TOMORROW, February 8 @ 10am | Spanning the Globe with Col. Jeff McCausland

02/07/23 03:57 PM EST

GEOPOLITICAL EVENT TOMORROW 10AM | BALLOONING THE GLOBE WITH COL MCCAUSLAND

02/07/23 12:56 PM EST

INVITE | ULTA/KSS | Update On ULTA’s Sephora Threat. Flash Call TOMORROW

02/07/23 11:33 AM EST

Finance Industry Veteran David Salem Joins Hedgeye

02/07/23 08:19 AM EST

February 7, 2023

02/07/23 08:12 AM EST

REITS DAILY BRIEF | STORAGE DEAL + UDR RESULTS + INVH CLASS ACTION | 2.7.23 (LSI, PSA, INVH, UDR)

02/07/23 08:05 AM EST

Cannabis Insight | CA Trends, Florida Licenses, CCHWF

02/07/23 07:54 AM EST

RESTAURANT INSIGHTS | Industry Promotions Up, CMG Earnings, The Return of Mr. Shaich? (CAVA),

02/07/23 07:46 AM EST

CHART OF THE DAY: What I Was Buying (Yesterday)

02/07/23 07:46 AM EST

What I Was Buying (Yesterday)

02/07/23 06:24 AM EST

Staples Insights | Price increases (NESN), Innovation in beer (STZ, TAP), Truck rate relief (WMT)

02/06/23 07:52 PM EST

Replay | Caffeine Longs For Quad 4 and Beyond | CELH, MNST, BRCC, WEST

02/06/23 05:15 PM EST

The Retail Show Replay

02/06/23 04:11 PM EST

Cartoon of the Day

02/06/23 03:25 PM EST

Removing LANC & CHTR from Investing Ideas; Adding EDU to the Long List

02/06/23 02:06 PM EST

McCullough: Hawkish Fed = Most Inverted Yield Curve Since Paul Volcker

02/06/23 12:10 PM EST

GEOPOLITICAL EVENT Wednesday, February 8 @ 10am | Ballooning the Globe with Col McCausland

02/06/23 10:06 AM EST

The Retail Show -- Maiden Voyage TODAY at 11ET

02/06/23 09:49 AM EST

Happening Soon | Staying Caffeinated Beyond Quad 4 | CELH, MNST, BRCC, WEST

02/06/23 08:38 AM EST

February 6, 2023

02/06/23 08:19 AM EST

Cannabis Insight | WA Trends, FL Adult-Use, AYR, Trulieve

02/06/23 08:18 AM EST

RESTAURANT INSIGHTS | Cutting Back on Delivery?, Restaurant Jobs & High-end Steakhouse Sales Boom

02/06/23 07:47 AM EST

Investing Ideas - Levels

02/06/23 07:30 AM EST

CHART OF THE DAY: Da Bears! #Quad4 Curve Inversion

02/06/23 07:30 AM EST

Da Bears! #Quad4 Curve Inversion

02/06/23 06:21 AM EST

Staples Insights | Caffeine Longs (CELH), Flu monitor (PRGO), Grocery traffic (GO, SFM)

02/05/23 08:53 PM EST

Retail Position Monitor Update | Preso Mon at 11ET to Review Call Outs – 12 Tickers

02/05/23 04:30 PM EST

Conquering Wuss-dom and Inflation | Politics, Policy & Power

02/05/23 04:14 PM EST

Call Tomorrow | Staying Caffeinated Beyond Quad 4 | CELH, MNST, BRCC, WEST

02/05/23 02:57 PM EST

SUNDAY NIGHT REIT READ | WHO BLINKS FIRST? WE THINK SELLERS AS WELL | 2.5.23 | (CPT, EPR, MPW)

02/05/23 11:15 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/05/23 11:15 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/05/23 11:15 AM EST

Consumables Chalk Talk | Position Monitor Changes & Thoughts From The Week

02/05/23 10:49 AM EST

Call Replay BLACK BOOK | TOP 5 SHORT | Melting ICE CUBE

02/05/23 09:11 AM EST

GEOPOLITICAL EVENT Wednesday, February 8 @ 10am | Ballooning the Globe with Col McCausland

02/04/23 11:59 AM EST

Investing Ideas Newsletter

02/03/23 04:27 PM EST

Dose | Health Policy Week in Review; Ding Dong the Witch is Dead: PHE Will End; RADV Rule; Earnings

02/03/23 03:16 PM EST

Cartoon of the Day

02/03/23 02:49 PM EST

REPLAY | Retail | What Does BBBY Bankruptcy Mean For Retail?

02/03/23 12:19 PM EST

Happening Soon | DIN BLACK BOOK | TOP 5 SHORT | Melting ICE CUBE

02/03/23 09:50 AM EST

HAPPENING IN 10 MIN | Retail | What Does BBBY Bankruptcy Mean For Retail?

02/03/23 09:31 AM EST

Call Invite Feb. 9th @10am | HUM: Only the Strong Survive

02/03/23 08:56 AM EST

REITS WEEKLY VALUATION HANDBOOK | 2.3.23

02/03/23 08:35 AM EST

February 3, 2023

02/03/23 08:30 AM EST

Cannabis Insight | IL Bakery, Lounge, Black Market, CA

02/03/23 08:29 AM EST

RESTAURANT INSIGHTS | DIN Black Book Today, What are you playing for (SBUX)?, BYND is Shrinking

02/03/23 08:17 AM EST

[WEBCAST] Making Money In Chaotic Markets: Diego Parrilla & Keith McCullough

02/03/23 08:04 AM EST

Call Today | DIN BLACK BOOK | TOP 5 SHORT | Melting ICE CUBE

02/03/23 07:59 AM EST

Reminder Flash Call Today | Retail | What Does BBBY Bankruptcy Mean For Retail?

02/03/23 07:40 AM EST

CHART OF THE DAY: The Mother of All Bubbles Lives!

02/03/23 07:40 AM EST

The Mother of All Bubbles Lives!

02/03/23 07:18 AM EST

GEOPOLITICAL EVENT Wednesday, February 8 @ 10am | Spanning the Globe with Col McCausland

02/03/23 07:17 AM EST

AMZN | Slowing

02/03/23 07:15 AM EST

CPT 4Q22 RESULTS | OUTRIGHT MISS ON THE QUARTER AND FY23 GUIDE | 2.3.23 (CPT)

02/03/23 07:00 AM EST

THE (DIS)TRUST SERIES | VOL. XLIII | CHERNOBYL IS REBUILDING | 2.3.23 (MPW)

02/03/23 06:20 AM EST

Staples Insights | Adding A New Long (CELH), Forecast inflation (LANC), Price freeze thaw (L.CN)

02/02/23 09:02 PM EST

Call Invite | Staying Caffeinated Beyond Quad 4 | New Long Idea

02/02/23 08:05 PM EST

DECK | #executing. Best Idea Long.

02/02/23 07:51 PM EST

Cartoon of the Day

02/02/23 03:47 PM EST

ONEW | Disaster Quarter. Best Idea Short

02/02/23 02:30 PM EST

GOOS | Press The Short

02/02/23 09:22 AM EST

LINKS TO CLOUDFLARE (NET) CALL TODAY 10AM | WEAKER DATA, AMAZING L-T POTENTIAL

02/02/23 08:27 AM EST

"Here Comes Wishbone!"

02/02/23 08:27 AM EST

CHART OF THE DAY: "Here Comes Wishbone!"

02/02/23 08:21 AM EST

February 2, 2023

02/02/23 08:19 AM EST

RESTAURANT INSIGHTS | EAT Tailwinds, DASH Loyalty, Traffic Trends Slow, DIN BB

02/02/23 07:30 AM EST

Chart of the Day | Health Care: PCE's Missing Inflation

02/02/23 07:00 AM EST

MAA 4Q22 RESULTS | MIXED BAG, BUT WE LEAN SLIGHT "MISS" ON FY23 GUIDE VS. EXPECTATIONS | (MAA)

02/02/23 06:22 AM EST

Staples Insights | TX on-premise (STZ), Smaller herd (TSN), Middle East Indoor farming (APPH)

02/01/23 05:13 PM EST

RESTAURANT INSIGHTS | EAT Tailwinds, DASH Loyalty, BB

02/01/23 04:19 PM EST

The ‘Massive Momentum Structure’ In The Stock Market Is Breaking Down, Part Deux

02/01/23 03:57 PM EST

[From The Vault] Cartoon of the Day

02/01/23 03:47 PM EST

Retail | CFPB Announcement Is Very Bearish For Retail Credit

02/01/23 03:07 PM EST

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

02/01/23 02:47 PM EST

McCullough: 'There Is No Fed Pivot' For Real Estate

02/01/23 11:57 AM EST

THE (DIS)TRUST SERIES | VOL. XLII FLASH | STEWARD'S PRESIDENT DEPARTING | 2.1.23 (MPW)

02/01/23 09:58 AM EST

RESTAURANT INSIGHTS | Black Box (DEC) & EAT

02/01/23 08:33 AM EST

RVLV | Best Idea Short on Hedgeye's The Pitch

02/01/23 08:33 AM EST

Cannabis Insight | CA, Interstate Commerce, U.S. 4Q22 Trends, TILT

02/01/23 08:24 AM EST

A Walk In Powell's Shoes

02/01/23 08:24 AM EST

CHART OF THE DAY: A Walk In Powell's Shoes

02/01/23 07:55 AM EST

February 1, 2023

02/01/23 07:44 AM EST

INVITE | Retail | Flash Call | What Does BBBY Bankruptcy Mean For Retail?

02/01/23 06:52 AM EST

REITS DAILY BRIEF | SFR "PRICING POWER" NARRATIVE TO BE TESTED | 2.1.23 (AMH, INVH, TCN)

02/01/23 06:24 AM EST

Staples Insights | Slower pump trends (CASY, BJ), Canadian beer (TAP), No more veggies (DOLE, APPH)

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