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There has been a lot of talk that "things are getting better" at Chipotle (CMG). Hedgeye Restaurants analyst Howard Penney remains deeply skeptical.

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ICYMI: The Industrial Recession Is Over. Here’s What to Buy Now

Investors got the “all clear” sign to buy Industrials (XLI) yesterday. It was the only S&P 500 sector that was up on the day. To be clear, we think Industrials is the sector to own as the broader U.S. economy accelerates heading into 2017.

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Geopolitical Risk Rising: A Foreign Policy Message From LT General Dan Christman

The swearing in of our 45th President marks a historic crossroads for American foreign policy. What’s the future of U.S. global leadership in these uncertain times? In this video, retired Lieutenant General Dan Christman and Hedgeye Senior National Security Analyst offers some answers.

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And so it begins. The rabble-rousing, populist outsider Donald Trump will put his hand on the Bible today, swear the oath of office and become the 45th U.S. president.

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Cartoon of the Day: 1600 Pennsylvania Avenue

How are you feeling on Inauguration Day?

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Guest Contributor: Stress Management Tips for Traders (Part 2)

Americans spend nearly eleven hours a day looking at screens. Too much screen slows processing speed, hurts mood, and degrades eyesight. Dr. David Rosenblatt, an investor coach for MarketPsych, offers some simple advice how to remedy this.

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It's Inauguration Day. Whether you woke up today feeling good or bad about Trump at the helm doesn't change the fact that the U.S. economy is growing. Trump can't claim credit for this yet. However, the evidence of growth is apolitical.

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Will China Collapse? No

Make no mistake. China’s economy is slowing. But we don't see a cataclysmic crash in the making. Here's why.

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Surprise North Korea Attack Coming?

"I thought this was a timely risk management note," writes Hedgeye CEO Keith McCullough, "given the Trump Transition Team's edict for all Obama-appointees to vacate their offices by 12:01 Friday."

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It's already shaping up to be a rough year for the bears.

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Jones: Trump Has Definitely Ignited Confidence

“I’m a small business owner," said Hedgeye Dary Jones earlier today. "Lower taxes means more money we can put into our business and more money we can hire with."

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Guest Contributor: Mini Mac Trumps the Big Mac

The “law of one price” holds that identical goods should trade for the same price in an efficient market. But how well does it actually hold internationally? CFR director of international economics Benn Steil takes a look.

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Shares of US Foods Holding Corp. (USFD) are up over 13% since our Restaurants analyst Howard Penney added it to his Best Ideas list as a long in November. He sees additional upside ahead.

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14 Reasons To Like U.S. Equities Right Now

The U.S. economy is growing. Inflation is accelerating. So the Fed may raise rates faster than expected. Here are some investing implications.

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Cartoon of the Day: Tweeter-In-Chief

"Most comments from our Tweeter-in-Chief Donald Trump result in short-term drops that are actually buying opportunities," writes Hedgeye CEO Keith McCullough. Take a look.

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It was a decidedly dismal day for the Financials sector (XLF) yesterday. The ETF got slammed, down -2.4% versus -0.3% for the broader market. Whether to buy the Financials on this pullback has everything to do with your outlook for U.S. growth and inflation. Here's ours.

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Premium insight

Dear Target Shareholders, Your Company Is In Deep Trouble

Target shares are down more than 6% today after announcing updated sales guidance that disappointed investors. We think there's additional downside.

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Inflation Alert: The Fed Isn’t Hawkish Enough

According to Hedgeye CEO Keith McCullough the Fed should be talking about a lot more rate hikes.

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And so it begins. President-elect Donald Trump may take as many as five executive actions on Inauguration Day, according to his spokesman Sean Spicer. Trump has previously promised to take executive actions immediately after taking office to counter some of the policies of Democratic President Barack Obama.

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