This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough.
Commentary & analysis of selected stories on April 22, 2026
Persistent supply constraints and increasing global demand for nuclear inputs create a scarcity premium.
Q1 2026 earnings are expected to grow by 12.54%, but the remaining three quarters of 2026 are expected to see monumental growth.
Commentary & analysis of selected stories on April 21, 2026
A replay of our April 23, 2026 conference call.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Commentary & analysis of selected stories on April 20, 2026
Commentary & analysis of selected stories on April 17, 2026
The Fed's interest expenses remained high in 2025. The central bank has been operating at a loss since September 2022 and might not return to profitability for several more years.
Increased uncertainty from the trade war and conflict in Iran has taken a toll on small business owners. Very few are planning capital outlays in the next six months.
Volume and volatility are down in the bond market even though other markets are seeing increased interest.