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Interested in INTC, MU, GLW, MSCC? Join our Tech analyst Ami Joseph today in live + interactive Q&A.

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Retail: The Box Consensus Is Sitting In May Become a Coffin

Our Retail Team led by Brian McGough is hosting a big, deep dive institutional call today on "The Future of the Retail Sector."

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Citigroup: Canary in the Coal Mine

"When the impact of the deflating Trump bubble starts to really bite on US lenders this year and next, the pain will be visible earlier and in larger proportion at Citi," writes Christopher Whalen, the veteran Wall Street analyst.

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The recent complaint among investors who remain bearish on the U.S. economy is that "soft" economic data far outstrips the "hard" data. This narrative is a red herring.

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Cartoon of the Day: This Is Your Captain Speaking...

After seven years and 62 prior Obamacare repeal votes, fueled mainly by the Freedom Caucus, when it finally mattered House Republicans choked. The GOP pulled voting on the party's healthcare bill Friday after not having the votes to pass it.

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DiMartino Booth: 6 Ways to Fix the Fed

In this HedgeyeTV video, former Dallas Fed advisor Danielle DiMartino Booth suggests six policy proposals from her new book “Fed Up” that will help fix the Fed.

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As soon as tomorrow, Congress may vote to open up a brand new market for cable and telecom providers that’s currently worth $60 billion in revenue.

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Poll of the Day: Did "Alarm Bells" Just Ring on the Trump Trade?

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

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Did Wall Street Just Buy High & Sell Low? Yup.

In the latest case study of what not to do with your portfolio, Wall Street consensus has once again violated a basic principle of investing: Don't buy high and sell lower.

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Fed chair Janet Yellen recently questioned whether consumer sentiment impacts spending. Peter Atwater, of Financial Insyghts, disagrees: "To be clear, as a researcher, I think it does matter – big time... It is the invisible hand." Here's why.

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Forget Health Care, Trump is Winning on Energy & Doing it Without Congress

"While the media and pundits focus on health care, President Trump is winning on his accomplishing his energy agenda and he is doing it without any action by Congress," writes Hedgeye Senior Energy Policy analyst Joe McMonigle.

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Cartoon of the Day: Meanwhile, At The White House

House Speaker Paul Ryan pulled voting on the GOP's healthcare bill Friday after not having the votes to pass it. As Trump said in an interview with the New York Times, “The best thing that could happen is exactly what happened — watch."

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Our Gaming Lodging & Leisure analyst Todd Jordan and Hesham Shaaban, of Internet & Media, are hosting an institutional call on our TripAdvisor (TRIP) long thesis.

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Healthcare Bill: Failure Isn't an Option, GOP Will Find the Votes

"We think Trump, Ryan and McCarthy will find the votes to get them over the finish line," writes Hedgeye Political Strategist JT Taylor. "Then the hard work begins in the Senate."

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Death of the American Dream? Life In Post-Crisis America

"You see, it took more than even the cruelest recession to wipe out two decades of ingenuity, to decimate a trend, to shift a culture," writes author Danielle DiMartino Booth. "Think of the financial crisis as merely the initial catalyst, the first nail in the coffin."

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Consumer credit growth "rose at the slowest pace in more than five years in January," writes MarketWatch suggesting a slowing U.S. economy. Hang on a second...

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Cartoon of the Day: Don't Trade Your Politics

Stop fussing over Trump. The US economy is accelerating. Don’t trade your politics.

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6 Cartoons That Sum Up the Last Six Weeks In Markets

As stock market bears puff out their chest on this week's modest pullback, here are a few cartoons with brief commentary reviewing the last six weeks of truly bullish economic data (outside the bearish news in the truly troubled oil patch).

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"Confidence requires perceptions of control and certainty," writes Peter Atwater, of Financial Insyghts. Under President Trump, uncertainty is the norm. "Stop, start, yes, no, true, false – we’ve seen more shifts in position from the Trump administration than a day-long yoga class."

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