For Investors of all types
Daily Macro Intelligence
The Early Look is our dynamic global macro strategy note designed to keep you a step ahead of the market crowd. Relied upon by big institutional and individual investors across the world, this granular morning newsletter distills the latest and most vital market developments and insures that you are always in the know. More importantly, its often contrarian insight, analysis and takeaways put you and your portfolio in a position to succeed. It remains the must-read, non-consensus, market missive since it was first launched during the 2008 market crisis.View Sample
CRITICAL MACRO INTELLIGENCE KEEPS YOU AHEAD OF CONSENSUS
The Early Look is written most mornings by Hedgeye CEO Keith McCullough who is behind his computer at 4:30am while most people are still asleep. Other Hedgeye analysts fill in for Keith and lend their insights from time to time. In just 3-4 minutes, you’ll get a clear picture of what matters most in the markets and how you can potentially profit and protect your money.
INSIDE THE EARLY LOOK
Subscribers receive the Early Look via email every weekday morning by 9am ET. It includes:
- The Big Picture - an irreverent take on the latest market developments
- The Macro Grind - reviews and contextualizes key macro and market catalysts
- Asset Allocation - a daily and dynamic look from an asset-class perspective
There is simply no substitute for the Early Look. And, at just $1 a day, there is no better deal out there.View Sample
MACRO MEETS MICRO
Our team is made up of some of the smartest, hardest-working and most successful buy-side and sell-side analysts in finance. We bring to the table a robust and deep background in macro and sector specific research. From Energy and Industrials, to Retail and Financials and everything in-between, you’ll be hard-pressed to find an independent research firm which offers such a complete and integrated approach to investing analysis. Early Look is a direct beneficiary of this unique combination of talent our firm offers.
TRACK RECORD OF SUCCESS
Hedgye analysts continue to make some of the boldest and most successful market calls on Wall Street. This includes contrarian economic and market calls, sector turns, as well as successful Buy/Sell calls on companies ranging from Restoration Hardware and McDonald’s to Kinder Morgan and LinkedIn.
Our firm prides itself on creating a close-knit, team atmosphere which encourages free-flowing communication between analysts across all of our sector coverage areas. Hedgeye’s open-office format with analysts sitting in close proximity to one another increases back-and-forth interplay. The end result? Enhanced investment idea generation. The big winner? You.
ACCOUNTABILITY & TRANSPARENCY
We have no conflicts of interest like a trading desk and we don’t run any money. What we do have is a proven, repeatable research process and models which are proprietary to our firm. In other words, our customers pay us for our research—end of story. Usually, we get the call right. When we don’t, we aim to “fail fast,” own the mistake, and move on to the next idea with full disclosure.
THE MOST INTELLIGENT MARKET INSIGHTS IN FINANCIAL MEDIA
Hedgeye CEO Keith McCullough has been a fixture on financial TV and radio for years. The former hedge fund manager was a co-host with Maria Bartiromo on Fox Business’ Mornings with Maria, a frequent CNBC market contributor, and regularly appeared on Bloomberg and CNN. He now hosts The Macro Show weekday mornings on HedgeyeTV, where he helps investors distill market and economic developments to benefit their portfolios. HedgeyeTV is also home to some of the most thoughtful interviews you’ll find anywhere. Guests have included everyone from Mario Gabelli and Jim Rickards, to Liz Ann Sonders and David Stockman, just to name a few. Keith was also recently featured in a Huffington Post story, “Meet The Man Who Wants To Build The ESPN Of Finance.”
Hedgeye Risk Management is an independent investment research and online financial media company. Focused exclusively on generating and delivering thoughtful investment ideas in a proven buy-side process, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, all with buy-side experience, covering Macro, Financials, Energy, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Industrials, Consumer Staples, Internet & Media, Housing, Materials, Technology, Demography and Washington policy analysis.