INSTITUTIONAL RESEARCH

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Happening Soon | XYL, VLTO, WMS | Forever Chemicals & The Future of PFAS Regulations Under Trump Learn More
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Please join us for a fireside chat today at 1:00 PM EST with thought leader and lawyer, John Gardella, as we discuss the latest regulations surrounding PFAS and water safety.

Today @ 2pm | DE, CF, NTR, AGCO, CNH | Ag, RINS, Biofuels, SAF | Chat with Brett Gibbs Learn More
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Join us for a chat with Brett Gibbs from Bloomberg Intelligence and Hedgeye Energy Sector Head, Fernando Valle, as we discuss the latest on biofuels, renewable fuel credits (RINs), EPA, the potential impacts on agriculture & related industries today at 2PM ET.

Happening Soon | Industrial Policy Earthquake: Call With JT Taylor | CAT, DE, & All Of Them, Really Learn More
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Please join us for a timely call with Macro Policy Head, JT Taylor, on the Trump administration’s plans for Industrial Policy today @ 1:00 PM EST!

Happening Soon | TSLA Flash Call | Do Investors Believe What They See With Their Own Eyes? Learn More
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Please join us for a Flash Call on Tesla’s outlook, 10-K, and 4Q24 results today at 12:30PM EST!

Today @ 12:30pm | TSLA Flash Call | Do Investors Believe What They See With Their Own Eyes? Learn More
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Please join us for a Flash Call on Tesla’s outlook, 10-K, and 4Q24 results today at 12:30PM EST!

TSLA Flash Call Tomorrow @ 12:30PM | Do Investors Believe What They See With Their Own Eyes? Learn More
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Please join us for a Flash Call on Tesla’s outlook, 10-K, and 4Q24 results TOMORROW, Friday, January 31st at 12:30 PM EST!

Sunday Retail Edge | VVV Higher & Earnings Kick Off Learn More
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VVV Higher on Long List, Best Idea Shorts VFC & Deck Print, Auto Retail Earnings Kick Off

Happening Soon | R | Ryder Our Top Near-Term Short Idea, Catalyst Approaches Learn More
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Please join us for a detailed review of our Ryder short thesis today at 12:30 PM ET

INVITE | R | Ryder Our Top Near-Term Short Idea, Catalyst Approaches – Call Tomorrow @ 12:30PM ET! Learn More
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Please join us for a detailed review of our Ryder short thesis TOMORROW, January 24th at 12:30 PM ET!

Slides & Replay (MP, CF, X, STLD, APD, MLM, BALL, VALE) | 1Q25 Materials Themes Learn More
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1Q25 Materials Themes | Large Policy Changes -> Mostly Bullish Dispersion

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