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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Ahead of OPEC's Meeting This Week: Longer Not Deeper

"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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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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Steiner: ‘There’s An Enormous Bull Market Coming for Housing’

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 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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McCullough: ‘This is How You Do Macro’

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

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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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Stock Market Alert: Bullish Complacency, Bearish Capitulation or Both?

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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Check out our Top 5 Clips of the Day. This highlight reel features some of the best segments from The Macro Show today.

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Cartoon of the Day: Buried

The Atlanta Fed’s GDPNowcast model has an average intra-quarter tracking error since inception of 230bps. For the first quarter of 2017, the estimate fell by -293bps, from the model’s +3.38% estimate on 2/1 to +0.45%. Talk about having your head in the sand. How useful is that?

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A Year Later: What Happened to Hanesbrands Since Hedgeye’s McGough Issued His Epic Short

"If I’m right, this may prove to be the best short call of my 23-year career," Hedgeye Retail Sector Head Brian McGough wrote recently about his research call on Hanesbrands (HBI). Here's what's happened to Hanesbrands shares one year later since making his epic short call.

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Good three days for defense primes: POTUS signed $110B Saudi arms deal on Saturday and will propose $640B Pentagon budget on Tuesday.

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Hedgeye's Housing Outlook: The Key Discussion Points Ahead of Today's Conference Call

The Hedgeye Housing Team, led by Josh Steiner and Christian Drake, will be hosting a conference call today, May 22nd at 1:00pm ET to update their outlook for Housing in 2017.

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2 Trades That Wall Street Consensus Got (Really) Wrong

Wall Street consensus has been capitulating on short positions in the Euro and British Pound for the past three to six months.

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Earlier this week, Wall Street might as well have been running around like Chicken Little shouting "the sky is failing," as betting odds of Trump impeachment rose. The S&P 500, Nasdaq and Dow all fell more than 1.7% on Wednesday only to largely recover those losses on Thursday and Friday.

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