A list of our favorite long / short ideas, updated and delivered monthly, or whenever changes occur.
View SampleA growing video library of concise and impactful stock research presentations outlining key takeaways from our long / short positioning for current and new investment ideas in our Position Monitor.
View SampleIn-depth, fundamental quarterly research notes discussing the key takeaways from the earnings releases of names included in our Position Monitor.
View SampleWe invite questions across all names and topics within our coverage universe, and deliver detailed, contextualized responses in an online monthly video call.
View SampleDetailed research from the Hedgeye Housing team, offering deep and contextualized analysis of the current and emerging state of U.S. housing.
View SampleEvery week our machine-learning system, trained on over one billion datapoints, generates 12-month forward performance rankings for over 300 stocks in the Financials and Housing sectors LEARN MORE
View SampleFully integrated with Hedgeye Macro’s Quad Framework, we highlight the biggest winners and losers in the financials universe and reveal how to optimally manage financials sector allocations across each of the four underlying macroeconomic states. LEARN MORE
View SampleCovering over 400 names across the financials complex, our bi-monthly proprietary scoreboard fuses sell-side and buy-side sentiment and is designed to serve as both a risk management tool and a contrarian resource for idea generation. LEARN MORE
View SampleA succinct, quarterly summary of bank lending conditions across the credit complex presented in our specialized, infrared dashboard with accompanying commentary. LEARN MORE
View SampleOur weekly unemployment insurance claims chartbook monitors the health of national and state-level labor markets for insight into the current and future state of credit risk. LEARN MORE
View SampleDescription: Our monthly report summarizes charge-offs and delinquencies for the largest credit card issuers in the United States, tracking both first and second derivative movements in the financial health of consumers.
View SampleWe are constantly innovating and enhancing our product offering, and look forward to driving even greater value to our subscribers.