INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
RH | MASSIVE Thesis Validator Learn More
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Rev growth to high teens, demand up 20s, margins rising, Europe better than expected, reducing tariff risk, & big 2025 store growth

INVITE | WRBY | The Path To >3X Stores & Optimized Economics | Best Idea Long Learn More
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We’re going deep on the WRBY long term unit growth story and economics on December 17th at 12:30pm ET

Happening Soon | CF, NTR, MOS, CTVA, FMC | Field of Screams: Bear Case On Seeds & Fertilizer Learn More
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Please join us for an Agricultural inputs Black Book today @ 2PM ET.

Slides & Replay | TSLA, UBER, Waymo | Former NHTSA Senior Advisor Dr. Missy Cummings On Autonomy Learn More
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We hosted Dr. Missy Cummings on the state-of-play in autonomy, discrepancies in safety outcomes, and what unique challenges are embedded in the different approaches to autonomy, how these technologies apply to aerial and naval drones, and more. 

Invite | TSLA, UBER, Waymo | Former NHTSA Senior Advisor Dr. Missy Cummings On Autonomy & Regulation Learn More
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Please join us for a fireside chat with Dr. Missy Cummings on autonomy this Monday, December 9th @ 2PM ET.

#Retail5.0 | The Retail Supply/Demand Bible Learn More
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Where does the supply/demand balance shake out as we’re squarely in the 5th Megacycle of Retail? Who are winners and losers by asset class?

Invite | Former OMB Chief Economist | VMC, MLM, EXP, XYL | Infrastructure: Bumpy or Paved? Learn More
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Please join us for a second fireside chat on the pace of and outlook for infrastructure spending and more this Friday, December 6th at 12:30PM ET with Yale law professor and former OMB Chief Economist Zachary Liscow.

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. 

INVITE | MLM, EXP, VMC | Adding MLM As Best Ideas Long | Heavyweight Champ of Construction Materials Learn More
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Please join us this Tuesday, November 26th, at 2pm EST for a Black Book on MLM, heavy construction materials / aggregates, and the outlook for construction & infrastructure spending.

Invite | MP, HII, FCX, CAT | Industrial Policy Response: China To Trump’s 2nd Term W/ Dennis Kwok Learn More
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Please join us for a review of likely developments in U.S. - China relations in response to the Trump Administration’s current policy goals this Friday in a call with Dennis Kwok, November 22nd @ 12:30PM EST.

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