Energy investors are definitely throwing temper tantrums this year. Oil prices are down -23% year-to-date.

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McCullough: We're Bullish on Tech, Bearish on Energy

This is a transcribed excerpt from Hedgeye CEO Keith McCullough's recent interview on Macro Voices hosted by hedge fund manager Erik Townsend.

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Here's Why Energy is the Worst Performing Sector in the S&P 500

Energy stocks are the biggest losers among S&P 500 sectors this year, lagging behind the S&P 500 by a staggering 23 percentage points. That's because inflation is falling.

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Premium insight

Here's a compelling pure play on the U.S. consumer and Las Vegas.

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Implications of the Senate Health Care Bill - Flash Call Today

Join Hedgeye's Healthcare team with Health Policy Analyst Emily Evans providing an early read on the implications of the recent Senate version of the ACA repeal for hospitals, mental health, and insurers.

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Putin's Problem: Oil -23% Year-to-Date

The Russian stock market has lost -10% in the last month. It has nothing to do with the ongoing Russia/Putin/Trump investigation.

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In the past year, U.S. stock indices are up between +17.5% and +32%. Talk about bull markets.

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“FANG” Trade Is Getting Long In the Tooth

"Wall Street analysts are now scrambling to formulate new acronyms to accommodate the most robust names in Big Tech today," writes Peter Atwater in this new guest contributor piece.

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Air Products & Chemicals (APD): A New Best Idea Long Call

Join Hedgeye's Materials Team – led by Sector Head Jay Van Sciver – for the presentation of their New Best Idea LONG: Air Products & Chemicals (APD).

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There are two big macro trends impacting global financial markets. U.S. economic growth is accelerating and inflation expectations are falling. Just look at the performance of Energy and Biotech stocks.

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Cartoon of the Day: Sisyphean Task

Millennials owe over $1 trillion in student loans, says Hedgeye Housing analyst Josh Steiner, that’s bad news for housing.

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Evans: 'Obamacare Was Doomed To Fail'

Obamacare may have been doomed to fail from its inception. That's according to Hedgeye Health Policy Analyst Emily Evans.

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Premium insight

We added SNAP to Investing Ideas on 5/25. Here is the complimentary stock report.

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Where Would High-Flying FAANG Stocks Be Without the Fed's QE?

"Last week’s action by the Fed was an effort to restore normalcy, but in the context of extraordinary action by the central bank," writes Christopher Whalen of The Institutional Risk Analyst. Consider this: "Where would stocks like AMZN and WFM be trading in the absence of QE?"

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Republican Victories in Georgia & South Carolina: Trump Momentum?

"The fact that Trump actively campaigned in the Georgia and South Carolina races and that big candidates won will help his standing with the Republican congress," writes Hedgeye Director of Research Daryl Jones.

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Tesla is close to releasing its newest electric vehicle model - but something doesn't feel quite right for investors.

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Cartoon of the Day: Crude Analysis

It's official. Oil is in a bear market, down -22% year-to-date.

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Are Millennials Giving Up on Democracy?

"Across Europe and the United States, support for anti-establishment candidates is rising," writes Demography Sector Head Neil Howe. "Young people, who are losing faith in liberal democratic institutions—and are surprisingly open to undemocratic or even authoritarian alternatives."

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"Public debt, in particular, has doubled in the US and China since 2006, and rose 50% in Japan and the Eurozone," writes economist Daniel Lacalle. "It is curious, or a symptom of partisan demagoguery, that the same ones that demand more stimulus and deficit spending- more debt -, raise their concerns because debt rises."

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