Get unparalleled access to this institutional-grade research process with Macro Pro. This product is our most comprehensive macro-focused research product to date. In addition to the entire Hedgeye Risk Manager suite of investing products plus deep dive fundamental research analysis, Macro Pro also features our Macro team’s flagship product: The “Quarterly Macro Themes” presentation. Nowhere else on Wall Street can you get investing edge like this. Learn more
Veteran Retail analyst Brian McGough and analyst Jeremy McLean provide long and short investible insight across Traditional Retailers, Ecommerce Retailers, Discretionary Consumer Brands, Mass Merchandisers, and Warehouse Clubs. Retail Pro provides investors with an unparalleled edge in navigating long-term Retail cycles and themes with ideas on both the long and short side of Retail equities. Learn more
Veteran Industrials analyst Jay Van Sciver and analyst David Talbott provide long and short investible insight across Airlines, Building & Construction Products, Conglomerates, Consulting Services, Counter-Cyclicals, Freight Forwarders, Heavy Construction Machinery, Industrial Distributors, Railroads, and Auto Manufacturers. Industrials Pro provides investors with an unparalleled edge in navigating long-term Industrials cycles and themes with ideas on both the long and short side of Industrials equities. Learn more
Veteran financials analyst Josh Steiner, CFA brings together rigorous financials sector and individual stock analysis, expert commentary, and a powerful collection of data trackers and investing tools in a comprehensive platform designed for sophisticated investors looking to skillfully manage risk and confidently invest, across cycle, in one of the most diverse and critical sectors of the economy. Learn more
Veteran Restaurants, Consumer Staples and Cannabis analysts Howard Penney and Daniel Biolsi provide long and short investible insight across Restaurants, Supermarkets, Food Distribution, Protein, Food Delivery, Beverage, Alcohol, and Cannabis. Consumables Pro combines incisive stock ideas, robust data trackers and analyst commentary – enabling investors to professionally manage their consumer exposure across varying economic climates. Learn more
Software analysts Andrew Freedman and Felix Wang provide long and short investible insight across the Software sector – including subsectors like Security, Networking, Computing, Analytics, Infrastructure, Business Process, Collaboration, and E-Commerce/Internet Infrastructure. Software Pro provides investors with an unparalleled edge in navigating both the long and short side of Software equities. Learn more
Communications Pro is a comprehensive research platform designed to provide intelligent investors with an unparalleled edge in navigating secular industry trends within a long/short idea generation framework. Communications Pro combines incisive stock research, robust data trackers and investing tools, and analyst commentary - enabling investors to professionally manage their sector exposure and pursue superior risk-adjusted returns. Learn more
Veteran Health Care analyst Tom Tobin and analyst William McMahon provide long and short investible insight across many industries including Genetic Testing, Hospitals, Insurance, Medical Technologies, Staffing, and Telehealth. Health Care Pro provides investors with an unparalleled edge in navigating long-term Health Care cycles and themes with ideas on both the long and short side of Health Care equities. Learn more
Global Technology analyst Felix Wang provides long and short investible insight across the Global Technology sector – including subsectors like Consumer Technology, Hardware, Semiconductors and Artificial Intelligence. Global Technology Pro provides investors with an unparalleled edge in navigating both the long and short side of Global Technology equities. Learn more
Led by GLL analyst Sean Jenkins, GLL Pro is a comprehensive research platform designed to provide investors with an unparalleled edge across International Casinos, Domestic Casinos, Online Casino & Sports Betting, Hotel C-Corps, Hotel REITs, Online Travel Agencies (OTAs), Cruise Lines, and more. Learn more
REITs Pro is a comprehensive research platform designed to provide investors with an unparalleled edge navigating long-term cycles and themes featuring ideas on both the long and short side of REIT equities. REITs Pro is powered by Hedgeye's institutional analyst Brian McGough. REITs Pro is a comprehensive research platform designed to provide investors with an unparalleled edge across Self-Storage, Apartments, Single-Family Rentals, Industrial, Office and more. Learn more
Welcome to Digital Assets Pro, where the future of digital assets meets professional investing insights. Digital Assets Pro is dedicated to covering the entire spectrum of the crypto industry, from layer-1 cryptocurrencies like Bitcoin and Ethereum to emerging layer-2 technologies like Polygon and Immutable X, and everything in between. Whether you're interested in Bitcoin mining stocks, NFTs, DeFi, or stablecoins, we've got you covered. Learn more
Energy analyst Fernando Valle provides long and short investible insight across the Energy sector – including subsectors like Oil and Gas Exploration & Production (E&P), Global Integrated Oil & Gas and Refiners, Oilfield Services and Equipment, Pipelines and Transportation, Renewables and Integrated Energy Companies. Energy Pro provides investors with an unparalleled edge in navigating both the long and short side of Energy equities. Learn more
Veteran Health policy analyst, Emily Evans provides in-depth coverage and analysis of all aspects of health policy and regulation including reimbursement trends, deregulation opportunities and evolution of policy in emerging areas like Software as a Medical Device, telehealth and CBD. Her expertise extends to state level analysis on major issues like regulation of Pharmacy Benefit Managers and service providers through Certificate of Need laws. Areas of focus include services and facilities, diagnostics and screening, biotech, drug prices and nontraditional service providers. Learn more