CPI Misfire: Old Wall’s Inflation Expectations Off Base Again
In the United States, the Consumer Price Index (CPI) in January was up by 3.1% from a year earlier. That...
Podcasts
“In The Arena” with Daryl Jones and Special Guest Doug Kass
Head to Hedgeye.com to watch the full free webcast: https://app.hedgeye.com/insights/146187-webcast-in-the-arena-with-doug-kass-and-daryl-jones?type=macro%2Cmarket-insights Doug Kass, founder and president of Seabreeze Partners Management, will...
Growth + Inflation Slowing: ‘China a Perfect Example of Quad 4’
In case you’re not familiar yet with Hedgeye’s Quad model framework, the current setup in China is textbook Quad 4....
The Call @ Hedgeye [FREE EDITION] | February 7, 2024
Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive...
McCullough: We’re Bullish on These 4 Winning ETFs
Of the 2,000+ ETFs we track, S&P 500 (SPY) ranks #336 over the past month. It’s up 4.7%.The top performer...
Shifting Data + Quads: How Keith McCullough Is Risk Managing It
The headline number in yesterday’s ISM Services report climbed to a five-month high. New Orders, employment and prices were all...
Win-Win: Our Analysts’ Long $AMZN + Short $AAPL Calls Confirmed
Most of Wall Street is scrambling today as narratives and stock prices shift within the “Magnificent 7.” Consensus may have...
“Magnificent” Calls: Long $AMZN + Short $AAPL #shorts
Most of Wall Street is scrambling today as narratives and stock prices shift within the “Magnificent 7.” Consensus may have...
Instant Settlement Series: Real Time Streaming Payments
With the previous articles, we found the disconnect between paid-for work and paid-for time. We also understood that if you...
“All-Out Blood Bath”: $NYCB Crushed, Regional Banks Whacked $KRE #shorts
New York Community Bancorp (NYCB) earnings were an “all-out blood bath” for the company and don’t augur well for regional...
