INSTITUTIONAL RESEARCH

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Weekly Position Monitor Learn More
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A list of our favorite long and short investment ideas.

Financials I-Vol Table Learn More
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We are introducing a derivatives-based factor overlay to help us identify key short-term capitulation points (overbought, oversold) within single or multi-quarter quad trend views driven by our GIP model. However, when do our preferred exposures get crowded in the short-term? These are the questions we aim to answer with the incorporation of the Macro implied volatility framework in our process. The overarching idea is that extremes in implied volatility premiums and discounts signal crowding in short and long positions, respectively.

Federal Reserve Weekly H.8 Update Learn More
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Below we detail the release of the latest weekly Federal Reserve H.8 data, which summarizes select assets and liabilities of commercial banks in the United States. 

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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