INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
MPNGY/3690.HK | Recovery Signs During Golden Week But Stock Already up 175%
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INVITE | TPB BLACK BOOK | Turning the Corner: The Convergence of Alternative Tobacco & Cannabis Learn More
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Raising TPB to Best Idea LONG - Join us at 10 am on Friday, October 11th for our detailed Black Book

Retail | Detailed Traffic Analysis 10/2 Learn More
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Placer Update Lowers 2024 Aggregate Visits Growth from +MSD to +LSD%. RH Bullish, WSM Mixed, BURL & SBH Weak

CALL REPLAY | Q4 2024 MACRO THEMES
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RESTAURANTS INSIGHTS | Changes To The PM (DPZ & PZZA) and MCD (+) Learn More
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The SHORT term HFD data for PZZA suggest a better-than-expected quarter and a DPZ GLOBAL SSS miss

Hedgeye Monthly Inflation Nowcast Learn More
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Our monthly inflation nowcast is a weekly publication which augments our existing quarterly nowcast by offering a closer look at likely trajectory of the front month Headline CPI number. As always, our process is rate-of-change centric and we have thus built our monthly inflation nowcast with a directional accuracy of 90% -  this is the "hit rate" with which it correctly predicts the sign of the second derivative of the Headline CPI index, that is whether inflation is accelerating or decelerating in a given month. In addition, we employ a multi-scenario outlook (i.e. base case, upside, and downside estimates) to span the probabilistic range of inflation in a given month.

Timestamped Sept 2024 Long-Short Ideas
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Invite | CPRI & TPR | Key Takeaways From The Federal Court Arguments Learn More
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Discussion of what happened during the trial, the judge's questioning, and what we think will happen going forward.

Weekly Position Monitor
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Financials I-Vol Table
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