Hedgeye

  • New home sales: Poised to double?

    More good news for the housing market.

    By Joshua Steiner, Hedgeye

    FORTUNE -- The chart above shows the ratio of new home sales to total sales historically back to 1999. Currently, new home sales are running at 7.8% of total sales. From 1999 to 2005, new home sales averaged a fairly consistent 16% of total sales. The low watermark was 5.5% in May 2010.

    The trend in new home sales as a MORE

    Apr 25, 2013 12:47 PM ET
  • Cyprus 'crisis' may be short-lived

    European leaders have strong incentives to try and smooth over this 'crisis' by signaling that Cyprus is a unique and extreme case.

    By Matthew Hedrick, Hedgeye

    FORTUNE -- The market's reaction to Cyprus's bailout is overdone, and these 'crisis' conditions will be short-lived.

    A quick update on the latest development is that parliament has delayed until Tuesday a scheduled vote on the proposed bailout, namely on the levying of a one-time tax MORE

    Mar 18, 2013 1:43 PM ET
  • Greedy bankers aren't to blame for ratings agencies' standards

    The only real outcome of U.S. v Standard & Poor's is likely to be an industry-wide ban on putting anything in writing.

    By Moshe Silver, Hedgeye

    FORTUNE -- In December 2001, Richard Reid tried to blow up an American Airlines international flight by igniting explosives in his shoes. The FAA immediately swung into action, and in short order all departing passengers had to remove their shoes for security screening.

    On Christmas Day MORE

    Feb 12, 2013 4:18 PM ET
  • First 3 tasks for Mary Jo White at the SEC

    The SEC has a severe image problem. Its next chairman will have to take highly visible steps right out of the gate.

    By Moshe Silver, Hedgeye

    FORTUNE -- President Obama has nominated Mary Jo White to head the SEC. Here's the good news: White is one of the nation's most accomplished and effective attorneys.  Known and respected far and wide, she can do pretty much anything she wants to. Here's the MORE

    Jan 29, 2013 5:00 AM ET
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  • How Bernanke stole Christmas

    The Federal Reserve's latest bond-buying plan is far from a watershed moment.

    By Moshe Silver, Hedgeye

    FORTUNE -- While the rest of the world prepared to shop till they drop for Christmas, Fed Chairman Bernanke was indulging in the playful Jewish tradition of the season, known as Chanukah Gelt -- "Chanukah money." Each day during the Festival of Lights, parents give small amounts of money to their children. The children take MORE

    Dec 19, 2012 12:28 PM ET
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  • Why Obama's win may boost housing

    The days of easy money aren't over yet.

    By Joshua Steiner and Robert Belsky, Hedgeye

    FORTUNE -- One of the few beneficiaries of President Obama's re-election in the financial services landscape is housing. Here are three main reasons why:

    Rates. President Obama and Bernanke are synonymous, which means a continuation of easy monetary policy and pressure on the long end of the yield curve. This downward pressure continues to push mortgage rates to new MORE

    Nov 8, 2012 10:55 AM ET
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  • Will Sandy spark an electoral storm?

    After the storm, we go back to a Presidential race that is increasingly becoming too close to call.

    By Daryl G. Jones, Hedgeye

    FORTUNE -- For many on the eastern seaboard this morning, the power being out is no joke. By some estimates the total number without power exceeds some 8 million people. I think the best thing you can say when a storm like this occurs is that it could have MORE

    Oct 30, 2012 11:29 AM ET
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  • Does corporate lobbying benefit society?

    Lobbying costs money, which hurts investors. It often leads to new regulations, which cost society even more. Can regulation be One Size Fits All?

    By Moshe Silver, Hedgeye

    FORTUNE -- Henry Friedman, of UCLA, and Mirko Heinle, of the Wharton School, have co-authored a paper titled "The Merits Of One-Size-Fits-All Regulation." They argue that a uniform approach to securities regulation yields greater societal benefit, better investor outcomes, and more market stability than MORE

    Sep 28, 2012 11:09 AM ET
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  • The bond bubble still has room to grow

    As long as central banks keep rates low, the bond market has room to keep growing.

    By Daryl G. Jones, Hedgeye

    FORTUNE -- Author Ian Fleming created James Bond, code named 007, in 1953 and subsequently featured him in twelve novels and two short story collections. Bond was an intelligence officer in the Secret Intelligence Service and a Royal Naval Reserve Commander. Fleming based this fictional character on many of the MORE

    Aug 21, 2012 2:55 PM ET
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  • Three ugly economic predictions no one wants to hear

    Money laundering, bank break-ups, and corporate dividend cuts. Sorry, we know no one wants to hear it.

    By Moshe Silver, Hedgeye

    FORTUNE -- Three predictions: The first because we know how the money business works – though we do not have proof to hand.  The second we are certain will happen – because it has long been the obvious step, and because those most directly affected by it, and who stand MORE

    Aug 16, 2012 10:25 AM ET
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About This Author
Hedgeye

Hedgeye, a real-time investment research firm founded in 2008 by former Carlyle-Blue Wave portfolio manager Keith McCullough, operates as a virtual hedge fund. Staffed by research analysts from across Wall Street, Hedgeye offers fundamental, macro and sector analysis, present picks in a transparent way to its clients. It has built a stable of subscribers, which includes hedge funds and mutual funds, and recently launched a retail investor product.

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