Jenkins: DraftKings’ Dominance Extends Beyond Sports $DKNG
Hedgeye analyst Sean Jenkins highlighted a critical, yet under-discussed, aspect of the online gaming sector this morning on The Call...
Podcasts
Empire State of Emergency: Manufacturing Survey Hits Dangerous Lows
The Empire State Manufacturing survey had its worst two-month contraction ever. The Headline print and New Orders both fell to...
Penney: ‘All Clear’ to Buy Cannabis Stocks? Not Quite.
For the first time since the 1970s, the U.S. government recognized the medicinal value of cannabis, opening up the possibility...
McCullough: ‘Hall of Fame Year for Inflation?’ That’s Political Arrogance
Read the full article here: https://app.hedgeye.com/insights/144986-mccullough-hall-of-fame-year-for-inflation-that-s-political-arroga?type=macro%2Chedgeye-tv View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief...
Steiner: What Bitcoin’s ‘Watershed Moment’ Means for the Crypto Industry
In a “watershed moment for the crypto industry,” the SEC approved 11 Spot Bitcoin ETF applications yesterday after market close....
McCullough: We’re Bearish on the U.S. Economy. We’re Bullish On (Certain) Assets
Our economic outlook for the first half of 2024 is Quad 4 (both growth and inflation slowing). But as Keith...
500% Growth in U.S. Debt Is Unsustainable: This Is ‘Wacky Tobacky’ Land
#hedgeyetv #hedgeye America’s unelected (and unaccountable) central planners believe they can continue covering up the country’s worsening economic issues. They...
If You’re Long $EWCZ, You May Want to Reconsider
Veteran Retail analyst Brian McGough discussed his perspective on European Wax Center (EWCZ) with Hedgeye CEO Keith McCullough on The...
An ‘Eye-Popping’ Collapse In ISM Services Employment
“There have only been two periods in the past 25-year timeframe when the ISM Services employment number has been as...
Simone: Situation Is ‘Unbelievably Dire’ for $MPW As Shares Plunge 30%
Our REITs analyst Rob Simone first made the call to short Medical Properties Trust (MPW) in April 2022. The stock...
