If you bought the stock market dip, congratulations. The S&P 500 closed at another all-time high this week.

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The Devil Is In The Details: Trump Trade Cracks Emerge

"Yesterday the first legitimate signs of the execution risks related to 'Trump Trades' emerged in the market," writes Mike O'Rourke of JonesTrading.

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Get Happy! An Update on Earnings Season

The stock market bulls are clearly winning in 2017. As the U.S. economy heats up, the bottom line of S&P 500 companies is swelling once again.

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"We continue to believe the AT&T/Time Warner deal is on track for ultimate approval," writes Hedgeye Telecom & Media Policy analyst Paul Glenchur, "but opponents and critics of the transaction are escalating their attacks in an effort to gain leverage."

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Cartoon of the Day: No Más!

Forgive US Equity Bears for feeling like a punching bag since Election Day. The S&P 500 is up over up 10%.

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Why the M&A Peak Is In: Sell These Two Stocks

The global mergers and acquisitions market is “pretty ugly,” says Hedgeye Financials analyst Jonathan Casteleyn. “We think people are being complacent… and this is a counter-trend that’s not widely watched.”

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President Trump told two dozen or so CEOs of major U.S. companies today he plans to bring millions of jobs back to the U.S. Here's a quick look at related issues investors should keep an eye on.

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Existing Home Sales Hits 10-Year High, But The Media Missed This Disconcerting Trend

Existing Home Sales hit a ten-year high for the month of January. Lost in the decade-long housing high headlines was the disconcerting decline in inventory (or housing supply) to its lowest level ever.

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Cartoon of the Day: Cowabunga!

Surf's up! The S&P 500 is up 5.5% this year.

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It's another bad day for Wabtec investors. The stock took a tumble this week after missing earnings and offering up light guidance for 2017. We say stay away from this one. This may be just the beginning of pain for shareholders.

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An Investor’s Guide to Trading European Stocks Right Now

There’s a simple playbook for how to trade the Eurozone. Before we get to that, let’s contextualize why using the most recent news out of Europe.

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Poll of the Day: Does the European Union Exist 3 Years From Now?

What do you think? Cast your vote. Let us know.

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The big money in markets is made by seeing what others don't. One subtlety we think consensus is missing is stock market volatility.

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Why Exact Sciences Is Up 16% Today (More Upside Coming?)

There were a lot of skeptics of medical diagnostics company Exact Sciences (EXAS) before today. The key phrase being “before today.” Exact Sciences remains a Healthcare top long idea here at Hedgeye.

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Cartoon of the Day: Europe's Fallen Stars

Shocker... Greek bailouts are back in the news.

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In case there was any lingering doubt about the improving health of the U.S. economy, both retail sales and inflation reports were near or above 5-year highs in data reported last week. Here's what you need to know now.

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Sector Spotlight | Replay with Gaming Analyst Todd Jordan

Our Gaming, Lodging & Leisure analysts Todd Jordan and Sean Jenkins will be live in the studio reviewing the bull and bear case for Macau gaming stocks.

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Stock Market Bulls Versus Bears: What's Winning In 2017 & Why

It's been a whirlwind past few weeks in financial markets. The S&P 500 continued higher (up +5% already this year) to the dismay of stock market naysayers everywhere.

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“The importance of immigration trends are an often underappreciated” aspect of U.S. economic growth, says Hedgeye U.S. Macro analyst Christian Drake.

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