I am excited to get back in front of the screens next week with an update on $GLASF entering Phase II of its growth, which has the potential for a significant increase in capacity utilization in 2025-2027. Graham Farrar Kyle Kazan

Just took small profits out of my apartment REIT stocks that have been soaring and used the funds to start a new position in $MPLX based on the pitch from Fernando Valle, CFA & Hedgeye below There is no one I trust more for macroeconomic and single stock research #protectyourwealth

CALL INVITE -> RYDER $R - NEW #1 BEST IDEA SHORT; >50% DOWNSIDE 📉 Our Industrials team led by Jay Van Sciver Jay Van Sciver is hosting a presentation on new #1 Best Idea Short Ryder $R on Thursday, September 5th at 2:00pm ET. Click here for access: landing.hedgeye.com/industrials-ja…

BREAKING: Frontier Communications $FYBR in advanced talks to be acquired by Verizon $VZ per WSJ The stock is currently up +30% on the news. $FYBR has been a Hedgeye "Best Idea" Long since April 2023, and is currently our Communications team's #1 Long. Analyst Andrew Freedman

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Cartoon of the Day: Clown Car 🤡 app.hedgeye.com/insights/15537…

Expert analysis👇of obvious utility to investors in individual stocks. Importantly but perhaps less obviously, A+ research like 👇can be hugely helpful to asset allocators as well, yielding actionable “read-throughs” not typically spawned by exclusively top-down analyses.

CHART OF THE DAY: Fade the Noise, Hunt Buying Opportunities app.hedgeye.com/insights/15539…

Assembling the deck for HC Show today at 1PM ET. $AMN slides from The Pitch. Plus some not-so-good HC Macro updates. click here for access --> landing.hedgeye.com/health-care-pr…

CALL INVITE -> NEW SHORT LUMEN TECHNOLOGIES $LUMN | +40% DOWNSIDE 🚨 Our Communications team, led by Andrew Freedman Andrew Freedman, CFA 🦅 with analyst Billy Zegras Billy Zegras, are hosting a presentation on New Short $LUMN on Thursday, September 12th at 2:00 pm ET. Click here for

Another down day for what CNBC and their Chart Monkeys call "the market"... But another UP day for The Fam in our LONG ONLY account We publish that portfolio, daily, via Portfolio Solutions

America’s Jobs Market Isn’t Good, Despite What the MSM Tells You ⚠️ The latest labor data from the Challenger report presents a bleak picture of the US jobs market. This morning on The Call @ Hedgeye, Hedgeye CEO Keith McCullough and Financials analyst Josh Steiner Joshua Steiner

Cartoon of the Day: Not Catching a Buzz 🍻 app.hedgeye.com/insights/15543…

Just sent out invitations for our launch on SMID E&Ps, $PR, $MTDR and $CHRD. We'll go over our view on how these companies stack-up in QUAD 4 and in a longer-term energy bull market. For access go to: insights.hedgeye.com/energy-pro-fer…

Stock Spotlight: Long Philip Morris (PM) 📈 app.hedgeye.com/insights/15543…

Don't forget your shorts...