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U.S. Consumer Confidence hit a 16 year high yesterday.

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Our Market View Summed Up In 7 Cartoons

They say a picture is worth a 1,000 words. Here's 7,000 or so.

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The Fed Is Playing With Fire

"The Fed is playing with fire," writes former St. Louis Fed Vice President Dr. Daniel Thornton. "Because the Fed’s bloated balance sheet has produced a massive increase in the money supply and has encouraged banks to take on more risky loans."

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Hedgeye analyst Jay Van Sciver is hosting an institutional call to discuss our Praxair (PX) long thesis today at 11am ET. Here's a very brief overview.

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Why Stock Market Bears Are Positioned For Failure

The Dow Jones Industrial Average came back with a vengeance yesterday, jumping more than 150 points and snapping eight straight days of declines. Make no mistake, this bull market remains firmly intact.

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Cartoon of the Day: Lingering Bull

Want to know why U.S. stock indices were up today? The last three U.S. economic data points, on Durable Goods, Capital Expenditures, and Consumer Confidence, pointed to accelerating U.S. economic growth.

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Shares of Realogy (RLGY) jumped +2.6% today on news U.S. home prices are near three-year highs.

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Consumer Confidence: Bada Boom!

Consumer confidence topped forecasts and soared to its best reading in 16 years.

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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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"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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Sector Spotlight Replay | Q&A with Tech Analyst Ami Joseph

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

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U.S. Economy: An Update on Wall Street's Latest Red Herring

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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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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Comcast & AT&T: Is Congress Setting Up a $60 Billion Opportunity?

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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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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Sorry Dr. Yellen, But Consumer Confidence Matters

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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"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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