Blogs about: Hedgeye
Featured Blog
The worrying opacity in J.C. Penney’s earnings
J.C. Penney’s announcement that it would cancel its dividend was welcome news after a dismal quarter. But there was a lot more to dislike, especially CEO Ron Johnson’s opacity. [cnnmoney-b… more →
Fortune Finance: Hedge Funds, Markets, Mergers & Acquisitions, Private Equity, Venture Capital, Wall Street, Washington
The worrying opacity in J.C. Penney's earnings
wrote 2 weeks ago: J.C. Penney’s announcement that it would cancel its dividend was welcome news after a dismal q … more →
Have we reached the end game in Europe?
wrote 1 month ago: Bi-polar sentiment is thriving in global equities. One day bad news matters, the next day good news … more →
Burger King is too big to fix
wrote 1 month ago: Burger King will be to Bill Ackman what Sears is to Eddie Lampert. By Howard Penney and Rory Green, … more →
At McDonald's, the end of an era
wrote 2 months ago: A Wall Street analyst reflects on his decades-long coverage of McDonald’s, and the men who hav … more →
Wall Street and its unnecessary complexity
wrote 2 months ago: Analysts tend to complicate simple things, like valuation. Don’t get sidetracked by analysis p … more →
McDonald's new menu is about inflation more than value
wrote 2 months ago: Inflation has made the Dollar Menu an unprofitable but necessary evil. The latest tweaks to McDonald … more →
Volcker Rule comments: The good, the bad, and the ridiculous
wrote 3 months ago: More than 16,000 comments were filed to the SEC on the proposed Volcker Rule, but don’t expect … more →
US Stock Market History 101
wrote 3 months ago: This morning @KeithMcCullough of Hedgeye Risk Management tweeted: US Stock market history 101: as … more →
Restaurants relish the mild winter
wrote 3 months ago: Last year, when snowmageddon swept the country, restaurant chains suffered. This year expect to hear … more →
The plight of the sub-99%
wrote 3 months ago: Questionable labor standards don’t just plague the makers of your favorite Apple products. The … more →
The resiliency of oil
wrote 4 months ago: Despite a strengthening U.S. dollar, the price of oil has not corrected, thanks to the U.S. insisten … more →
What we got right about 2011
wrote 5 months ago: A year ago, we had a contrarian outlook for 2011, and unfortunately we were right. By Daryl G. Jones … more →
It's time for economic theory to evolve
wrote 5 months ago: We need an economic theory that is more relevant to a modern capitalist economy, one that embraces u … more →
Two big housing risks that investors are ignoring
wrote 5 months ago: There have been recent signs of strength in the battered housing market but investors may need remin … more →
Are banks good businesses?
wrote 6 months ago: Using one very important metric, it turns out that a few banks do make good businesses — and t … more →
Management by committee is an oxymoron
wrote 6 months ago: If the debt super committee misses its deadline of November 23rd, the debt ceiling will still get ex … more →
Banks face a triple whammy in the current quarter
wrote 6 months ago: Three major headwinds will make a difficult environment for the big banks even worse during the curr … more →
The spear of the souvlaki stick: Assessing the Papandreou bombshell
wrote 7 months ago: Greek Prime Minister George Papandreou’s actions are reckless. By Matthew Hedrick, Hedgeye Whe … more →
Cash is king, only if it's put to use
wrote 7 months ago: Cash on corporate books is up since 2008, though not meaningfully. But strong balance sheets don … more →
