"As we have said in our previous notes in the run-up to the OPEC meeting, we believe OPEC had very little choice but to extend the agreement," Hedgeye Senior Energy Policy analyst Joe McMonigle writes.

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Cartoon of the Day: Politics or Process?

Follow credible people who don't have a political agenda in all that they do. Live a happier life!

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4 Must-See Charts At the All-Time Highs for Stocks

"Whatever you do, do not report that the Nasdaq and S&P 500 are making all-time highs (again)," writes Hedgeye CEO Keith McCullough this morning. Rather than staring at partisan headlines, consider the facts. Here it goes...

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This is a sneak peek inside Hedgeye CEO Keith McCullough's macro notebook, an early morning note sent to subscribers each day.

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Poll of the Day: What's The LIKELIEST Next Stop For Oil Prices?

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

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The Risks of This Low Volatility Environment & What It Means For Gold Prices

"It is our opinion that the better long term strategy for protection against a sharp rise in volatility might simply be long gold," writes Stefan Wieler of Goldmoney.

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Believe it or not the Easter holiday is hitting the April housing data. Hedgeye U.S. Macro analyst Christian Drake breaks down this interesting phenomenon.

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Cartoon of the Day: Weatherbear

While stock market bears beg for rain, the sun continues to shine on equity markets.

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Och-Ziff Added to Hedgeye Best Ideas List

"Och Ziff (OZM) stock now has all the attributes of a great long position for intermediate-term holders: sentiment and stock performance are at the lowest levels in the company's history," writes Hedgeye Financials analyst Jonathan Casteleyn.

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"As we approach the OPEC meeting on Thursday, there have been some concerns about two possible surprises at the meeting – Iraq and potential deeper cuts," writes Hedgeye Potomac Energy Policy analyst Joe McMonigle. Here are McMonigle's thoughts.

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Why Budget Director Mick Mulvaney Rejects Economic Reality

In a passionate explanation, OMB Director Mick Mulvaney asserted the foundation of Trumponomics is sustained 3% economic growth. Not happening, says Mike O'Rourke of JonesTrading.

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There's Always A Bear Market Somewhere...

"If you want to be bearish on something that’s actually been making you money for the last 3 months, stay with Reflation’s Rollover," writes Hedgeye CEO Keith McCullough.

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The Millennial generation has officially surpassed Baby Boomers as America’s largest living generation. Hedgeye Housing analyst Josh Steiner digs into this evolving trend and explains what it all means for investors.

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Trump's Budget Proposal To Cut Strategic Petroleum Reserves Is Unlikely

Trump's proposal to cut Strategic Petroleum Reserves in half is more about raising revenue than rising domestic production. We think it’s highly unlikely that Congress enacts the President’s proposal to cut the SPR.

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Cartoon of the Day: Tiny...

The VIX, a proxy for investors' expectations of equity market volatility, continues to get smashed as stocks continue higher.

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This highlight reel features some of the best segments from The Macro Show today.

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SECTOR SPOTLIGHT Replay | Healthcare

Hedgeye's Healthcare Sector Head Tom Tobin and analyst Andrew Freedman hosted this edition of Sector Spotlight to review the biggest themes in their space along with their top long and short ideas.

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Pippa Malmgren Answers the Hedgeye 21

The influential former White House economic advisor Dr. Pippa Malmgren tells us "love" is the greatest invention of all time. Malmgren is also worried about a painful "melt-up" in equity markets, since investors are 35% long cash and relatively short equities.

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After last week's Trump impeachment speculation sent domestic equity markets tumbling, the U.S. stock market has been up for three straight days. Near the all-time highs for U.S. stocks either bulls are exhibiting a serious amount of complacency or bears have capitulated... or both.

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