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Even financial market legends, from Dalio to Druckenmiller, can’t claim a market call that’s played out precisely as predicted over the next 40 years. But Gary Shilling can claim exactly that. Shilling is the Godfather of the Long-Term Treasury Bond call.

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Cartoon of the Day: Cheap Chumps

An important macro trading reminder from Hedgeye CEO Keith McCullough: "Cheap can always get cheaper, and expensive can always get more expensive." Can the U.S. stock market get more expensive? Absolutely.

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Premium insight

Trump Trade Protectionism: Retail’s Big Winners & Losers

If you’re (justifiably) concerned that President-elect Donald Trump’s protectionist trade policies could hurt the retail stocks you own, here’s the deal. Investors who own companies selling highly-disposable, high frequency, low ticket items, should seriously consider selling those stocks.

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America (and the rest of the world for that matter) is just one week away from the beginning of what promises to be a thoroughly "interesting" four years at 1600 Pennsylvania Avenue.

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Trumponomics: Will It Succeed? (And Should Investors Stay Bullish?)

Wall Street expects President-elect Donald Trump to lower taxes, cut regulatory red tape, and enact fiscal stimulus. But are Trumponomics expectations realistic?

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Guest Contributor: China’s Exorbitant Detriment Is Costing It Dearly

The so-called Exorbitant Privilege of the United States, the power to conjure the world’s primary reserve currency, is reflected in the unique combination of being deeply in debt to the rest of the world while earning far more income abroad than it pays out in interest. Far less well known is the mirror-image, or what we might call the Exorbitant Detriment. It is, not surprisingly, borne by China.

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Cartoon of the Day: The Education of A Permabear

Stock market permabears have been getting shellacked. In the past three months, the S&P 500 is up +6% and Russell 2000 is up +10.6%. What they haven't figured out yet is that U.S. economic growth is accelerating.

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ICYMI: Why We’re Bullish on the S&P 500

Are you bullish on U.S. equities? You should be. In addition to the U.S. economy supporting higher equity markets, a number of market signals confirm the bullish setup for stocks.

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Premium insight

More media reports that the President-elect may look for reasons to fight the T-TWX deal. Ironically, the reports boost the deal's prospects.

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Premium insight

3 Reasons Why You Should Sell GrubHub | $GRUB

Wall Street loves GrubHub. But should it? Check-out the three reasons why we think GrubHub is a short.

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Guest Contributor: 3 Tips for Stressed-Out Traders To Bolster Financial Success (Part 1)

Three tips to control psychological well-being and bolster financial success.

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After years of stagnation, worried Rust Belt Trump voters are finally getting the bump up in their pay stubs for which they've long yearned. More is coming. Here's why.

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Cartoon of the Day: Japan's Hungry Bulls

Simple ... Yen ↓ = Nikkei ↑ ... In the past three months, the Yen has weakened -10% against the U.S. Dollar. The Nikkei is up 15% over that same period.

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ICYMI: A Simple Way to Profit on Oil’s Bullish Trend

“I’m not just bullish on oil because oil is going up. On the up moves in oil, we’ve seen rising volume and breaking down volatility.”

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It's going to be an interesting four years to say the least. Here's a quick look at four key issues investors should keep an eye on as Trump prepares to move into the White House.

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Poll of the Day: Which Country Poses the Biggest Risk to Global Market Stability?

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

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McCullough: 7 Of My Favorite Long & Short Ideas

What should investors buy today? We’ve got some answers…

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The election of Donald Trump has everyone from consumers, homebuilders and small businesses elated. Across each of these categories, confidence readings are through the roof. Apparently, the prospect of lower taxes and the removal of bureaucratic red tape has everyone excited. Who'd have thought?

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