Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Show more
23 Aug 2023

Nice one by Netflix

Source: Daniel Abrahams

23 Aug 2023

This is an old one but still actual

Cartoon humor

18 Aug 2023

Hedgeye is undefeated

Source: Hedgeye

14 Aug 2023

balance sheet vs. bikini

Source: Compounding Quality / Chris Quinn

9 Aug 2023

The U.S. Now Has:

1. Record $17.1 trillion in household debt 2. Record $12.0 trillion in mortgages 3. Record $1.6 trillion in auto loans 4. Record $1.6 trillion in student loans 5. Record $1.0 trillion in credit card debt Total mortgage debt is now more than double the 2006 peak. Meanwhile, 36% of Americans have more credit card debt than savings while student loan payments are set to resume for the first time since 2020. This is all while mortgage rates just hit 7.1% and credit card debt rates hit a record 25%. Source: The Kobeissi Letter, Hedgeye

8 Aug 2023

Cartoon of the Day: Infinite Debt

Source: Hedgeye

7 Aug 2023

Hedgeye cartoon on the Fitch downgrade

source: Hedgeye

7 Aug 2023

In the end, cashflow is all what matters

Source: Compounding Quality, Chris Quinn

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks