More Insights

05/31/24 04:30 PM EDT

Dose | Health Policy Week in Review; Replay, BioSecure, RSV, PCE and You Are What You Eat

05/31/24 04:29 PM EDT

Cartoon of the Day: Your Average American

05/31/24 12:41 PM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/31/2024) | Top Movers: INDA, SMIN, GSG, CTA, UUP

05/31/24 07:56 AM EDT

Playing My Game

05/31/24 07:56 AM EDT

CHART OF THE DAY: Outperformers

05/31/24 06:33 AM EDT

REITS WEEKLY VALUATION HANDBOOK | 5.31.24

05/31/24 06:02 AM EDT

Staples Insights | 39 Year Streak (COST), French fry drawdown (LW)

05/31/24 12:42 AM EDT

MAY 31st, 2024 | Realized Volatility Has Failed To Perform

05/30/24 02:10 PM EDT

Cartoon of the Day: Step Right Up

05/30/24 12:32 PM EDT

Pot vs. Pints: Is Cannabis Replacing Alcohol?

05/30/24 12:17 PM EDT

The RealReal Inc. (REAL): Making Luxury Goods Affordable

05/30/24 11:18 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/30/2024) | Top Movers: SMIN, INDA, EWN, CTA, NIKL

05/30/24 07:54 AM EDT

Fade Tourists, Buy Utes!

05/30/24 07:54 AM EDT

CHART OF THE DAY: Liquid Gold

05/30/24 07:27 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXVII | 1Q24 10-Q Review | 5.30.24 | (MPW)

05/30/24 06:02 AM EDT

Staples Insights | Cannabis vs Alcohol (STZ), End of The Beer Store? (TAP)

05/30/24 04:30 AM EDT

Replay + Chart of the Day | Money for Nothing: 2Q Check-in w/MCOs UNH, ELV, HUM, CNC, MOH

05/30/24 02:22 AM EDT

MAY 30TH, 2024 | Dealers Back In Short Gamma

05/29/24 02:18 PM EDT

Cartoon of the Day: The Matrix

05/29/24 02:05 PM EDT

Retail | Detailed Traffic Analysis 5/29

05/29/24 01:45 PM EDT

HAPPENING IN 15 MINUTES | BBWI Best Idea Long Black Book

05/29/24 10:51 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/29/2024) | Top Movers: EWQ, SMIN, INDA, XLB, URA

05/29/24 09:45 AM EDT

Call @10am ET | Money For Nothing: 2Q Review of MCOs HUM, CNC, ELV

05/29/24 09:44 AM EDT

HAPPENING NOW | SG Black Book | Robo-Kitchens: Sweetgreen's Path to Growth or Overhyped Gamble?

05/29/24 09:43 AM EDT

Market Situation Report | Educational Concept: Fixed Strike Volatility

05/29/24 09:13 AM EDT

Conoco's MRO Deal Fits, But Not as Cheap as It Should Be

05/29/24 08:58 AM EDT

Cartoon of the Day: Unwelcome Invasion

05/29/24 08:39 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXVI | STEWARD DOCKET UPDATES + WHERE IS 10-Q? | 5.29.24 | (MPW)

05/29/24 08:35 AM EDT

SB & IC | (TEMPORARY) VICTIMS OF THEIR OWN SUCCESS

05/29/24 08:18 AM EDT

Adding TOKE to the Position Monitor

05/29/24 07:42 AM EDT

#Quad2 Has Some Hedge Funds Upside Down

05/29/24 07:42 AM EDT

CHART OF THE DAY: All Time Highs

05/29/24 07:23 AM EDT

Key Conclusions For Today's Call | BBWI Best Idea Long Black Book

05/29/24 05:58 AM EDT

Staples Insights | Beer Distributor Index (STZ), Buy the Dip (CELH), Grocery Discounts (KR), Princes

05/29/24 03:25 AM EDT

MAY 29TH, 2024 | Growing Appetite For Downside Protection

05/28/24 03:23 PM EDT

Add DGX to the Long Side

05/28/24 02:25 PM EDT

INVITE | LULU | Press, Cover, Buy?

05/28/24 02:07 PM EDT

HAPPENING NOW | 5/28 SPEAKER CALL | How Federal Changes are Transforming Cannabis

05/28/24 12:59 PM EDT

A 2-Minute Masterclass on Volatility, Position Sizing (And Crypto)

05/28/24 12:13 PM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/28/2024) | Top Movers: EWN, DRLL, XLE, COPX, NIKL

05/28/24 10:47 AM EDT

Happening in 15 Minutes | The Retail Show Today

05/28/24 08:00 AM EDT

Investing Ideas - Levels

05/28/24 07:43 AM EDT

#HFL (Higher For Longer) Again

05/28/24 07:43 AM EDT

CHART OF THE DAY: Bonds Defying Fed

05/28/24 07:39 AM EDT

RESTAURANT INSIGHTS | SG Black Book, Chili's Traffic (EAT), Changes to the PM (MCD, CBRL)

05/28/24 07:02 AM EDT

Cannabis Insight | Cannabis Event, Changes to the Position Monitor (TLRY, TPB), STATES 2.0

05/28/24 03:28 AM EDT

MAY 28th, 2024 | Neutral Gamma Line

05/27/24 09:12 PM EDT

GEOPOLITICS | Col. Jeffrey McCausland: Thucydides or Kennan? How to approach the China problem

05/27/24 09:03 PM EDT

Sunday Retail Edge | 11 Callouts Ahead of Earnings

05/27/24 07:25 PM EDT

SUNDAY NIGHT REIT READ | UPDATING AHR NAV + MPW SECURED THOUGHTS | 5.27.24 | (AHR, MPW)

05/27/24 03:58 PM EDT

Call Invite May 29 @10am ET | Money For Nothing: 2Q Review of MCOs HUM, CNC, ELV

05/27/24 02:36 PM EDT

Weekly Position Monitor - Energy

05/26/24 09:39 PM EDT

Consumer Staples Sunday Edge | (LW, CELH, KLG, BUD, SJM, and HAYPP-SE)

05/25/24 07:00 AM EDT

Investing Ideas Newsletter

05/24/24 04:18 PM EDT

Dose | Health Policy Week in Review; Call on MCOs next week; Progress on drug patents and NIH, oh my

05/24/24 11:19 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/24/2024) | Top Movers: DRLL, XLE, EWP, SLV, EWN

05/24/24 10:34 AM EDT

Remove Long KVUE

05/24/24 09:37 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXVI | THE FUSE IS BURNING... | 5.24.24 | (MPW)

05/24/24 09:37 AM EDT

Pinterest (PINS): Pin the Tail on a Winner

05/24/24 08:21 AM EDT

What's The Buying Plan Today?

05/24/24 08:21 AM EDT

CHART OF THE DAY: What's The Buying Plan Today?

05/24/24 07:35 AM EDT

GDNSF/GTBIF | Minnesota's Cannabis Market to Launch in 2025: Developments and Implications

05/24/24 07:17 AM EDT

REITS WEEKLY VALUATION HANDBOOK | 5.24.24

05/24/24 06:03 AM EDT

Staples Insights | Long Bias addition (HAYPP-SE), Organic food premium gap narrows (SFM)

05/24/24 02:54 AM EDT

MAY 24th, 2024 | Broadly Neutral At The Current Levels

05/23/24 04:03 PM EDT

Cartoon of the Day: Ticker 'OMG'

05/23/24 03:50 PM EDT

XYL | Removing As Best Ideas Long

05/23/24 02:59 PM EDT

Wang: $NVDA Blew Away Q1 Results (And Nobody Cared)

05/23/24 02:09 PM EDT

INVITE | BBWI Best Idea Long Black Book

05/23/24 01:48 PM EDT

Retail | Detailed Traffic Analysis 5/23

05/23/24 12:37 PM EDT

Add NEM to the Long Side

05/23/24 12:07 PM EDT

BONUS REPORT | 7 ETF Ideas to Inflation-Proof Your Portfolio

05/23/24 10:59 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/23/2024) | Top Movers: DRLL, XLE, XLI, COPX, SLV

05/23/24 09:03 AM EDT

NEW EVENT | 5/28 SPEAKER CALL | A Conversation About How Federal Changes are Transforming Cannabis

05/23/24 08:35 AM EDT

REITS DAILY BRIEF | GIP QUAD BACKTESTS + POSITION MONITOR UPDATE | 5.23.24 | (IRM, PSA, VTR)

05/23/24 08:13 AM EDT

CHART OF THE DAY: Dr. Copper Corrects

05/23/24 08:13 AM EDT

Quad 2's Back, Tell a Friend

05/23/24 07:30 AM EDT

Chart of the Day | Sen. Wyden Would Like a Word about Exchange Enrollment

05/23/24 06:01 AM EDT

Staples Insights | Looking for more SNAP (WMT), Hotter & Drier (LANC)

05/23/24 02:46 AM EDT

MAY 23rd, 2024 | State Of Neutral Gamma

05/22/24 05:20 PM EDT

Unpacked: Macro Analyst Ryan Ricci Breaks Down the May 22, 2024 Edition of “The Macro Show"

05/22/24 04:19 PM EDT

ICYMI: Fed Up? Profit from Inflation with Hedgeye’s Unique Approach to Market Timing

05/22/24 03:18 PM EDT

EIA - Refiners Continue to Ramp, But Crude Stocks Build - MAY 17 2024

05/22/24 03:10 PM EDT

Cartoon of the Day: Catch and Regret

05/22/24 12:01 PM EDT

Market Situation Report: The Role of Implied Volatility

05/22/24 11:52 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/22/2024) | Top Movers: IVOL, XLI, XLB, EWG, CTA

05/22/24 07:48 AM EDT

Savage #Quad2 Highs

05/22/24 07:48 AM EDT

CHART OF THE DAY: Bonds Nailing Rate Cuts

05/22/24 06:32 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXV | WHAT COULD BRIGHTON MARINE CASE MEAN? | 5.21.24 | (MPW)

05/22/24 06:05 AM EDT

Staples Insights | Ocean freight surge (SN), Contract extension (UNFI)

05/22/24 12:05 AM EDT

MAY 22nd, 2024 | Uptick In Put/Call Skew

05/21/24 09:21 PM EDT

Replay | CELH | Still A Multi-Bagger

05/21/24 04:34 PM EDT

Invite | 5/29 SG Black Book | Robo-Kitchens: Sweetgreen's Path to Future Growth or Overhyped Gamble?

05/21/24 03:23 PM EDT

FLASH CALL: Is Tesla the Best Short In the Market Right Now? | $TSLA $VFS $LCID $RIVN

05/21/24 03:17 PM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXV | WHAT COULD BRIGHTON MARINE CASE MEAN? | 5.21.24 | (MPW)

05/21/24 03:07 PM EDT

Add PINS to the Long Side

05/21/24 02:57 PM EDT

Add KVUE to the Long Side

05/21/24 02:47 PM EDT

Cartoon of the Day: Archaic Relics

05/21/24 12:20 PM EDT

Happening now | CELH | Still A Multi-Bagger

05/21/24 10:47 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/21/2024) | Top Movers: XLI, CTA, EWN, KBWP, IVOL

05/21/24 10:25 AM EDT

REITS DAILY BRIEF | IRM THOUGHTS + CORRECTION ON ABR | 5.21.24 | (IRM, ABR)

05/21/24 07:52 AM EDT

Natty & NASDAQ Inflating!

05/21/24 07:52 AM EDT

CHART OF THE DAY: Energy Leading Inflation

05/21/24 07:32 AM EDT

JT TAYLOR | CAPITAL BRIEF + HOUSING CALL TODAY @ 11AM

05/21/24 07:30 AM EDT

Chart of the Day | Insured Medical Consumer Model Update HCA (+), THC (+), UNH (+), ELV (+), CNC (+)

05/21/24 06:03 AM EDT

Staples Insights | Black Book today (CELH), TGT slashes prices (KR), Teetotal Recommendation (BUD)

05/21/24 01:36 AM EDT

MAY 21st, 2024 | Post-OpEx Repositioning

05/20/24 09:57 PM EDT

Invite | CELH | Still A Multi-Bagger

05/20/24 05:39 PM EDT

REITS DAILY BRIEF | AMH MODEL UPDATE + MOVING ABR TO DMZ | 5.20.24 | (AMH, ABR)

05/20/24 04:20 PM EDT

REPLAY | The Retail Show 5/20/2024

05/20/24 03:24 PM EDT

Cartoon of the Day: Bulls on Parade

05/20/24 02:42 PM EDT

Add REAL to the Long Side

05/20/24 10:51 AM EDT

Remove Shorts AAPL, ABR, BIRK; Long FDX

05/20/24 10:51 AM EDT

REPLAY | GDNSF | SPEAKER CALL | GOODNESS GROWTH CEO JOSH ROSEN

05/20/24 10:45 AM EDT

Happening in 15 Minutes | The Retail Show Today

05/20/24 10:43 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/20/2024) | Top Movers: XLI, CTA, GDX, KBA, IVOL

05/20/24 09:35 AM EDT

Long These Yet? 5 Tweets From Keith McCullough

05/20/24 09:35 AM EDT

SBUX | 5/20 BLACK BOOK NEW LINK | Starbucks in Transition: Leadership, Strategy, and Activism

05/20/24 08:12 AM EDT

Global Growth Sees Metals Inflating!

05/20/24 08:12 AM EDT

CHART OF THE DAY: Long Metals

05/20/24 08:09 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXIV | PMH NEXT TO FILE? | 5.20.24 | (MPW)

05/20/24 07:56 AM EDT

CALL TOMORROW | MAY 21 @11:00AM | ON THE HOUSE: HOUSING'S CURRENT + FUTURE STATE WITH AEI'S ED PINTO

05/20/24 07:39 AM EDT

Investing Ideas - Levels

05/20/24 01:52 AM EDT

MAY 20TH, 2024 | A Shift In Positioning

05/19/24 09:41 PM EDT

Sunday Retail Edge | 9 Callouts Into A Busy EPS Week

05/19/24 07:17 PM EDT

Consumer Staples Sunday Edge | Position Monitor Changes (LW, CELH, MNST, LANC, BRBR, KLG, KVUE)

05/19/24 05:31 PM EDT

SUNDAY NIGHT REIT READ | MACRO + POSITION MONITOR | 5.19.24

05/19/24 04:30 PM EDT

Hamilton, Jefferson & The Power of AI | Politics, Policy & Power

05/18/24 09:57 AM EDT

SBUX | 5/20 BLACK BOOK | Starbucks in Transition: Leadership, Strategy, and the Role of Activism

05/18/24 07:00 AM EDT

Investing Ideas Newsletter

05/17/24 04:30 PM EDT

Dose | Health Policy Week in Review; Weed, More Pandemic Revelations; Bernie is at it Again

05/17/24 03:08 PM EDT

Cartoon of the Day: AYFKM

05/17/24 02:38 PM EDT

New Invite | CELH | Still Going To Be A Multi-Bagger

05/17/24 02:13 PM EDT

FREE ON DEMAND | Today's Edition of "The Macro Show"

05/17/24 01:20 PM EDT

McCullough: Why PROCESS Keeps You Ahead of the Game

05/17/24 12:27 PM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/17/2024) | Top Movers: XLI, CORN, KBA, GLD, GDX

05/17/24 11:23 AM EDT

Market Situation Report Bonus Chart: Housing

05/17/24 09:54 AM EDT

Retail | Detailed Traffic Analysis 5/17

05/17/24 09:43 AM EDT

Federal Government Proposes Rescheduling Marijuana to Schedule III

05/17/24 08:19 AM EDT

Do You Believe In Miracles?

05/17/24 08:19 AM EDT

CHART OF THE DAY: Notes of the 80s

05/17/24 08:14 AM EDT

REPLAY | EAT | SPEAKER CALL | BRINKER CEO KEVIN HOCHMAN & CFO JOE TAYLOR

05/17/24 06:10 AM EDT

REITS WEEKLY VALUATION HANDBOOK | 5.17.24

05/17/24 06:06 AM EDT

Staples Insights | Q1 (WMT), CA drought (STKL), Black Book Invite (CELH)

05/17/24 02:55 AM EDT

MAY 17TH, 2024 | May Options Expiration

05/16/24 07:33 PM EDT

GOOS | Gonna Face Plant The 2025 Guide

05/16/24 06:08 PM EDT

Replay | CVNA | When to Reload for 90% Downside

05/16/24 03:08 PM EDT

[From The Vault] Cartoon of the Day: Contra-Indicator

05/16/24 02:41 PM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/16/2024) | Top Movers: CORN, KBA, UUP, XOP, XLB

05/16/24 01:57 PM EDT

HAPPENING NOW | EAT | SPEAKER CALL | BRINKER CEO KEVIN HOCHMAN & CFO JOE TAYLOR

05/16/24 01:16 PM EDT

Unsustainable: ‘Does US Debt Hit a Wall at Some Point?’

05/16/24 12:15 PM EDT

Happening in 15 Minutes | CVNA | When to Reload for 90% Dowside

05/16/24 10:56 AM EDT

CALL INVITE | MAY 21 @11:00AM | ON THE HOUSE: HOUSING'S CURRENT + FUTURE STATE WITH AEI'S ED PINTO

05/16/24 09:23 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXIII | MPW JUST DELAYED ITS 1Q24 10-Q | 5.16.24 | (MPW)

05/16/24 09:21 AM EDT

Market Situation Report Education: Gamma Scalping

05/16/24 08:00 AM EDT

CPI Narratives vs. Our Nowcasts

05/16/24 08:00 AM EDT

CHART OF THE DAY: Betting on Inflation

05/16/24 07:56 AM EDT

Chart of the Day | Sen. Sanders Still After GLP-1 Drug (Prices)

05/16/24 06:04 AM EDT

Staples Insights | April CPI (LW), April retail sales (KR), Online grocery (WMT), Cold storage

05/16/24 02:00 AM EDT

MAY 16TH, 2024 | Collapse In Skew

05/15/24 08:34 PM EDT

CVNA | Key Conclusions for Tomorrow's Call | When To Reload For 90% Downside

05/15/24 08:20 PM EDT

FLASH: MPW JUST MISSED THE 5-DAY 10-Q NT DEADLINE | 5.15.24 | (MPW)

05/15/24 07:07 PM EDT

Cartoon of the Day: Blood Sucking

05/15/24 03:15 PM EDT

HAPPENING NOW | GDNSF | SPEAKER CALL | GOODNESS GROWTH CEO JOSH ROSEN @ 12:30pm

05/15/24 02:45 PM EDT

WEBCAST | The Earth Transformed: A Real Conversation with Peter Frankopan

05/15/24 01:50 PM EDT

How to Avoid Getting Smoked: An 8-Minute Investing Masterclass

05/15/24 11:17 AM EDT

EIA - Refiners Return, Crude Stockpiles Drop - May 15 2024

05/15/24 10:59 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/15/2024) | Top Movers: KBA, BDRY, XLE, XOP, GSG

05/15/24 09:06 AM EDT

Market Situation Report Education: Gamma Squeeze

05/15/24 08:26 AM EDT

REITS DAILY BRIEF | ADDING MAA TO ACTIVE SHORT LIST | 5.15.24 | (MAA)

05/15/24 07:52 AM EDT

Dr. Copper & #Quad2 Ramping!

05/15/24 07:52 AM EDT

CHART OF THE DAY: #Quad2 and Inflation

05/15/24 07:20 AM EDT

GLASF | Strong 1Q24 Performance

05/15/24 06:02 AM EDT

Staples Insights | Food & Beverage PPI accelerates (PEP), Consumer healthcare could use M&A (PBH)

05/15/24 02:39 AM EDT

MAY 15TH, 2024 | Sharp Spike In 0dte Implied Vol

05/14/24 04:28 PM EDT

How to Play the Meme Stock Frenzy $AMC

05/14/24 02:42 PM EDT

Cartoon of the Day: Making the Most

05/14/24 02:16 PM EDT

Updated Invite | Turning the Tables: How Kevin Hochman is Revitalizing Brinker

05/14/24 11:57 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXII | LET'S RECAP THE YTD | 5.14.24 | (MPW)

05/14/24 11:40 AM EDT

CORRECTION | Portfolio Solutions: Daily Re-Rank (5/14/24) | Top Movers: BDRY, XOP, AMLP, GDX, MSOS

05/14/24 11:03 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/14/2024) | Top Movers: BDRY, XOP, AMLP, GDX, MSOS

05/14/24 09:01 AM EDT

Market Situation Report: CPI Outlook

05/14/24 07:52 AM EDT

REITS DAILY BRIEF | POSITION MONITOR CHANGES + PSEC MONITOR | 5.14.24 | (CUBE, PSEC, REXR, PECO)

05/14/24 07:49 AM EDT

CHART OF THE DAY: Flows and Volatility

05/14/24 07:49 AM EDT

Meme Squeezes & Consolidations

05/14/24 07:30 AM EDT

JT TAYLOR | CAPITAL BRIEF

05/14/24 07:30 AM EDT

Chart of the Day | In The Battle Between Inpatient & Outpatient CMS Rules Mean Little; HUM, UNH, ELV

05/14/24 06:02 AM EDT

Staples Insights | Bologna for sale (KHC), Craft beer (SAM), Paleo Diet Debunked (BRBR)

05/14/24 01:30 AM EDT

MAY 14TH, 2024 | Rise In Fixed-strike Volatility

05/13/24 03:07 PM EDT

Cartoon of the Day: Over the Edge

05/13/24 01:19 PM EDT

GameStop: We Were Bulls For Last Rally, We’d Fade This One

05/13/24 11:10 AM EDT

Remove Shorts PSEC, PFE, URBN, FND

05/13/24 10:45 AM EDT

Happening in 15 Minutes | The Retail Show Today

05/13/24 10:42 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/13/2024) | Top Movers: SMIN, BDRY, EWP, EWG, NIKL

05/13/24 08:06 AM EDT

Inflation Continues Higher

05/13/24 08:06 AM EDT

CHART OF THE DAY: Want Returns?

05/13/24 07:55 AM EDT

Investing Ideas - Levels

05/13/24 07:10 AM EDT

RESTAURANT INSIGHTS | PM Changes, MCD Digital Shift/Focus On Value, NRA SUrvey, Spending On Food

05/13/24 07:00 AM EDT

FLASH: MPW JUST FILED AN NT 10-Q | 5.13.24 | (MPW)

05/13/24 03:05 AM EDT

MAY 13TH, 2024 | Favorable Environment For The Equities Market

05/12/24 10:13 PM EDT

Sunday Retail EDGE | 10 Callouts As Retail Earnings Pick Up

05/12/24 08:27 PM EDT

Consumer Staples Sunday Edge | (LW, WMT, CELH, PRGO, IFF, KLG, STKL, BRCC, and GO)

05/12/24 08:22 PM EDT

GEOPOLITICS | Col. Jeffrey McCausland: The Globe’s Largest Democracy Goes to the Polls

05/12/24 10:00 AM EDT

TSNDF | Robust Q1, Upbeat on Rescheduling, Eying Midwest Cannabis Market Expansion

05/12/24 06:49 AM EDT

INVITE | SPEAKER CALL | GOODNESS GROWTH CEO JOSH ROSEN (correction)

05/12/24 06:11 AM EDT

INVITE | Speaker Call | Goodness Growth CEO Josh Rosen

05/11/24 06:18 PM EDT

SUNDAY NIGHT REIT READ | UPDATING EXR MODEL + WTF IS GOING ON? | 5.11.24 | (EXR, MPW)

05/11/24 07:00 AM EDT

Investing Ideas Newsletter

05/10/24 04:30 PM EDT

Dose | Health Policy Week in Review; Tapping the Brakes: GLP-1, AI Drug Development; Cannabis

05/10/24 02:28 PM EDT

HOTEL REITs | HOPING FOR HOCKEY STICKS

05/10/24 02:01 PM EDT

Cartoon of the Day: Capital None

05/10/24 01:51 PM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/10/2024) | Top Movers: INDA, EWP, EWG, NIKL, URA

05/10/24 11:26 AM EDT

Retail | Detailed Traffic Analysis 5/10

05/10/24 08:22 AM EDT

CHART OF THE DAY: Top Stock Picks

05/10/24 08:22 AM EDT

What Are We Long?

05/10/24 07:54 AM EDT

SG | Sweetgreen's Q1 2024: Strong Rev Growth and Margin Expansion, but Profitability Remains Elusive

05/10/24 06:56 AM EDT

CAVA Group (CAVA): Scalable National Player Dominating Mediterranean Category

05/10/24 06:48 AM EDT

TCNNF | Blazing Past Expectations and Firing Up for the Future

05/10/24 06:06 AM EDT

Staples Insights | Innovation Leader (SN), Conway commences (WEST), Little Change (IMKTA)

05/10/24 02:56 AM EDT

MAY 10TH, 2024 | Favorable Conditions + Vol Control Flows

05/09/24 08:43 PM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXXI | INITIAL THOUGHTS ON 1Q24 RESULTS | 5.9.24 | (MPW)

05/09/24 07:18 PM EDT

INVITE | Starbucks in Transition: Examining Leadership, Strategy, and the Role of Activism

05/09/24 05:58 PM EDT

LAS VEGAS | DRIVERS (STILL) IN PLACE FOR GROWTH | FORECAST UPDATE

05/09/24 04:34 PM EDT

Cartoon of the Day: To Davy Jones' Locker

05/09/24 03:38 PM EDT

REPLAY | GEOPOLITICS | SPANNING THE GLOBE W/ COL. JEFFREY MCCAUSLAND

05/09/24 01:58 PM EDT

Invite | CVNA Black Book | When To Reload For 90% Downside

05/09/24 01:02 PM EDT

WEBCAST | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery

05/09/24 12:35 PM EDT

McCullough: I Don’t Give a Rat’s A** What Someone at Morgan Stanley Says About Inflation

05/09/24 11:33 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/9/2024) | Top Movers: INDA, BDRY, URA, EWP, CPER

05/09/24 10:57 AM EDT

BROS | FROM BOBA TO FLORIDA

05/09/24 10:03 AM EDT

FWRG | Mixed Results, Strong Fundamentals: First Watch's Q1 2024 Earnings

05/09/24 09:41 AM EDT

STRUCTURED INVESTMENT PRODUCTS PART 3 | JEPI

05/09/24 08:24 AM EDT

Chart of the Day | Medicare Advantage as a Sub-Three Percent Grower is Right Around the Corner

05/09/24 07:56 AM EDT

Long A 1970s Style Portfolio Yet?

05/09/24 07:56 AM EDT

CHART OF THE DAY: Long A 1970s Style Portfolio Yet?

05/09/24 07:51 AM EDT

THE "OTHER PROSPECT" SERIES | VOL. VIII | SLOWLY CIRCLING THE DRAIN | 5.9.24 | (PSEC)

05/09/24 07:46 AM EDT

HUBS | SAVED BY THE GOOGLE?

05/09/24 07:06 AM EDT

GTBIF | Best In Class

05/09/24 06:55 AM EDT

Verano's Q1 2024 Earnings: NJ Headwinds & A OH 2H tailwind?

05/09/24 06:04 AM EDT

Staples Insights | Q1 Reviews (STKL, BRCC, AD.NA), PFGC Chain Weakness (LW)

05/09/24 02:53 AM EDT

MAY 9th, 2024 | Volatility Suppression In Full Effect

05/08/24 10:28 PM EDT

STKL | Q1 Review | 3x Faster

05/08/24 08:58 PM EDT

GEOPOLITICAL EVENT TOMORROW AT @ 10AM | SPANNING THE GLOBE W/ COL. JEFFREY MCCAUSLAND

05/08/24 03:32 PM EDT

Cartoon of the Day: The Wizard of Cluelessness

05/08/24 03:07 PM EDT

GDNSF | Goodness Growth Focuses on Strategic Priorities in Q1 2024

05/08/24 01:04 PM EDT

McCullough: This Stock Is a ‘Massive Short’

05/08/24 11:15 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/8/2024) | Top Movers: INDA, URA, CPER, NIKL, EWP

05/08/24 10:34 AM EDT

GEOPOLITICAL EVENT: Tomorrow 10AM | Spanning the Globe with Col. Jeff McCausland

05/08/24 09:35 AM EDT

STRUCTURED INVESTMENT PRODUCTS PART 2

05/08/24 08:54 AM EDT

REITS DAILY BRIEF | UPDATING NSA POST-1Q24 | 5.8.24 | (NSA)

05/08/24 08:09 AM EDT

Thinking For Yourself

05/08/24 08:09 AM EDT

CHART OF THE DAY: HFLAR

05/08/24 07:37 AM EDT

Introducing Sector Shows → Watch HedgeyeTV, Make Money

05/08/24 06:02 AM EDT

Staples Insights | Q1 reports and Read-throughs (CELH, PRGO, GO, SN, IFF)

05/08/24 03:09 AM EDT

MAY 8th, 2024 | Modestly Long Gamma

05/07/24 08:53 PM EDT

REAL | The Real Deal

05/07/24 03:25 PM EDT

Cartoon of the Day: The USA's Special K

05/07/24 03:07 PM EDT

BYON | Give Time Time

05/07/24 02:31 PM EDT

Add META to the Short Side

05/07/24 01:51 PM EDT

Black Book Presentation: Our Current Short Case for $DE, $AGCO, $LNN, $CF, $NTR

05/07/24 01:10 PM EDT

Exxon Mobil (XOM): Impending Energy Inflection Point

05/07/24 11:47 AM EDT

HAPPENING NOW! | Speaker Call: The Implications of Marijuana Moving to Schedule III

05/07/24 11:07 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/7/2024) | Top Movers: INDA, EWP, NIKL, AMLP, URA

05/07/24 09:26 AM EDT

Structured Investment Products Part 1

05/07/24 08:29 AM EDT

Chart of the Day | Medicare Gets Four More Years of Solvency

05/07/24 08:04 AM EDT

My Portfolio Decision-Making Rules

05/07/24 08:04 AM EDT

CHART OF THE DAY: Position Size to Perfection

05/07/24 07:30 AM EDT

JT TAYLOR | CAPITAL BRIEF + GEOPOLITICS EVENT | MAY 9

05/07/24 07:02 AM EDT

THE (DIS)TRUST SERIES | VOLUME CXXXX | MPW AND STEWARD ARE THE SAME ENTITY | 5.7.24 | (MPW)

05/07/24 06:02 AM EDT

Staples Insights | Capacity Enabled (BRBR), March beer volumes (TAP), Pollen release (PRGO)

05/07/24 03:29 AM EDT

MAY 7th, 2024 | Highly Path-Dependent

05/06/24 08:22 PM EDT

BYON | First Glance – Good Enough For Us

05/06/24 03:45 PM EDT

Cartoon of the Day: Do You Believe The Fed?

05/06/24 02:25 PM EDT

Kaboom: $MPW’s Biggest Tenant Files for Bankruptcy

05/06/24 01:48 PM EDT

Remove Long GIL and Short HSY

05/06/24 01:30 PM EDT

We Remain Bullish on DraftKings $DKNG

05/06/24 11:11 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/6/2024) | Top Movers: INDA, GSG, CPER, AAAU, NIKL

05/06/24 10:45 AM EDT

Happening in 15 Minutes | The Retail Show Today

05/06/24 09:22 AM EDT

Car Dealer Profitability Eroding

05/06/24 08:12 AM EDT

EVENT GEOPOLITICS: THURSDAY @ 10AM | SPANNING THE GLOBE W/ COL. JEFFREY MCCAUSLAND

05/06/24 08:02 AM EDT

Full Cycle Investor Buying Opportunities

05/06/24 08:02 AM EDT

CHART OF THE DAY: Rate Cuts Still Out of the Picture

05/06/24 08:00 AM EDT

Investing Ideas - Levels

05/06/24 06:21 AM EDT

Speaker Call | The Implications of Marijuana Moving to Schedule III

05/06/24 04:24 AM EDT

FLASH: CIRCULATING BK DOCS TO SAVE SOME TIME | 5.6.24 | (MPW)

05/05/24 11:22 PM EDT

MAY 6th, 2024 | Highly Path-Dependent

05/05/24 09:31 PM EDT

FLASH: WSJ REPORTING STEWARD ABOUT TO FILE FOR CH. 11 PROTECTION | 5.5.24 | (MPW)

05/05/24 09:30 PM EDT

Sunday Retail EDGE | 6 Callouts Into EPS This Week

05/05/24 04:54 PM EDT

Puncturing the Fourth Wall | Politics, Policy and Power

05/05/24 12:10 PM EDT

SUNDAY NIGHT REIT READ | SOMETHING DOESN'T STACK UP... | 5.5.24 | (PSA, MPW)

05/05/24 11:30 AM EDT

Consumer Staples Sunday Edge | (LW, BRBR, CELH, K, KLG, GO, BUD, SN, IFF, PRGO, STKL, SMPL, HSY)

05/04/24 07:00 AM EDT

Investing Ideas Newsletter

05/03/24 04:30 PM EDT

Dose | Health Policy Week in ; MRNA's Vaccine Machine; Marijuana Reschedule, NIH Woes

05/03/24 03:36 PM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/3/2024) | Top Movers: GSG, XOP, CPER, UGA, INDA

05/03/24 02:33 PM EDT

Retail | Detailed Traffic Analysis 5/3

05/03/24 01:57 PM EDT

FedEx (FDX): Hitting an Inflection Point

05/03/24 11:39 AM EDT

BJRI | BJ's Restaurants Delivers Solid Q1 Despite Weather Headwinds

05/03/24 10:20 AM EDT

SBUX | An Activist Intervention Is Needed

05/03/24 08:53 AM EDT

CHART OF THE DAY: Go Anywhere #Process

05/03/24 08:53 AM EDT

Even The Fed Is Starting To See Inflation

05/03/24 08:02 AM EDT

High Stakes: The $860 Million Clash That Could Reshape Cannabis

05/03/24 07:30 AM EDT

REITS WEEKLY VALUATION HANDBOOK | 5.3.24

05/03/24 06:01 AM EDT

Staples Insights | Having it all in Q3 (LANC), Spin off motive (K), TX on-premise high (STZ)

05/03/24 02:22 AM EDT

MAY 3rd, 2024 | Conditions For Higher Volatility

05/02/24 02:53 PM EDT

Add TTE to the Long Side

05/02/24 12:38 PM EDT

NEW WEBCAST SERIES | "Rooster Reacts"

05/02/24 12:26 PM EDT

Cartoon of the Day: Come to Collect

05/02/24 11:14 AM EDT

Add FDX to the Long Side

05/02/24 10:45 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/2/2024) | Top Movers: UGA, XLE, AMLP, XOP, IVOL

05/02/24 09:25 AM EDT

RESTAURANT INSIGHTS | SYY & CHEF

05/02/24 09:03 AM EDT

EDUCATIONAL CONCEPT: CME FED FUNDS FUTURES

05/02/24 08:17 AM EDT

Cartoon of the Day: Star (out of) Bucks

05/02/24 08:15 AM EDT

Empty Fears

05/02/24 07:30 AM EDT

Chart of the Day | Employment Cost Index for Hospital Workers

05/02/24 06:02 AM EDT

Staples Insights | In-Line Q1 reports (LBLCF, KHC), E-comm boosts Q1 as expected (SFM)

05/02/24 01:43 AM EDT

MAY 2nd, 2024 | Erratic Price Action

05/01/24 04:25 PM EDT

REPLAY | NKE | THE NEXT SUPERCYCLE STARTING, OR MASSIVE FALSE START?

05/01/24 02:29 PM EDT

Capital One Financial (COF): Capitalizing on Credit Inflection

05/01/24 01:22 PM EDT

Winner Winner Chicken Dinner! Long $PINS, Short $SBUX

05/01/24 11:57 AM EDT

HAPPENING IN 30 MIN | NKE | THE NEXT SUPERCYCLE STARTING, OR MASSIVE FALSE START?

05/01/24 11:13 AM EDT

Portfolio Solutions: Daily ETF Re-Rank (5/1/2024) | Top Movers: IVOL, XLE, AMLP, XOP, EWG

05/01/24 10:59 AM EDT

Add XOM, COF to the Long Side

05/01/24 10:10 AM EDT

WEBCAST | David Salem Discusses Risk Versus Reward with Ted Oakley

05/01/24 09:12 AM EDT

The Brave New World of Cannabis: Potential Benefits of Reclassification and Uplisting

05/01/24 08:18 AM EDT

NKE | THE NEXT SUPERCYCLE STARTING, OR MASSIVE FALSE START? | Reminder: Call Today at 12:30pm ET

05/01/24 07:54 AM EDT

AMZN | Booking The Best Idea Long, Moving To Bench

05/01/24 07:46 AM EDT

CHART OF THE DAY: Inflation Causing Breakdowns

05/01/24 07:46 AM EDT

The Broadening Breakdown

05/01/24 06:45 AM EDT

Starbucks is Broken, Part II

05/01/24 06:07 AM EDT

EAT | Chili's 2.0: Redefining Value, Convenience, and Hospitality

05/01/24 05:59 AM EDT

Staples Insights | Restaurant traffic (LW), Q3 (CLX, MDLZ), Load-in (TAP), Read-throughs (STKL)

05/01/24 04:32 AM EDT

INVITE | Speaker Call | The Implications of Marijuana Moving to Schedule III

05/01/24 03:50 AM EDT

REITS DAILY BRIEF | EXR 1Q24 RESULTS | 5.1.24 | (EXR)

05/01/24 01:57 AM EDT

MARKET STRUCTURE: May 1st, 2024 | Back In Negative Gamma

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