“The importance of immigration trends are an often underappreciated” aspect of U.S. economic growth, says Hedgeye U.S. Macro analyst Christian Drake.

read more

Cartoon of the Day: The Climb

The S&P 500 finished the week up +1.5%. Stock indices made fresh all-time highs throughout the week.

read more

ICYMI: This Economic Indicator Jumps to a 33-Year High

Still doubt that U.S. economic growth is accelerating? Take a look at the Philly Fed survey.

read more

U.S. production is rising in response to higher prices - watch this brief video with Senior Energy Policy Analyst Joe McMonigle to learn more.

read more

Poll of the Day: Which Do You Trust the MOST?

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

read more

Capital Brief: Trump Team Talks Stocks, NATO & Infrastructure Spending

Here's a quick look at the key issues all investors should keep an eye on from Hedgeye's JT Taylor and our team of Washington Policy analysts in D.C.

read more

Federal Reserve Chair Janet Yellen should be "ashamed of herself" for keeping interest rates low, President Donald Trump said on the campaign trail. It's safe to assume Yellen won't be offering her a second term next year.

read more

Cartoon of the Day: Economics 101

We just upgraded our GDP estimate for the first quarter of 2017. Here's why.

read more

ICYMI: 2 Reasons to Sell Long-Term Bonds

The U.S. economy is heating up. So is inflation. That’s kneecapping long-term bonds.

read more

Whole Foods Founder John Mackey is taking back control of the company and has called for a slowing in store growth, focusing efforts now on costs and cash flow. This pivot for an industry leading growth company doesn’t happen often

read more

30% Upside: Exact Sciences Institutional Call Today at 1pm ET $EXAS

We are hosting a call today at 1:00PM ET to review our Exact Sciences (EXAS) Long thesis.

read more

Growth Accelerating + Inflation Accelerating = Bullish for Stocks

U.S. retail sales and inflation data reported yesterday confirmed what we've been saying here at Hedgeye for some time now, U.S. growth and inflation are accelerating.

read more

Don’t freak out. Micron Technology (MU) shares were down -3% yesterday, as a Wall Street analyst warned of softness in PC pricing. But hang on a sec, says Hedgeye Technology analyst Ami Joseph.

read more

Cartoon of the Day: Janet Yellen's Shadow

Is Fed head Janet Yellen a Dead Dove Walking or did she finally turn hawkish?

read more

Capital Brief: Inside The Trump Administration's Growing Pains

As President Donald Trump blasts the mainstream media for reporting fake news, here's a quick look at the related issues all investors should keep an eye on from Hedgeye's JT Taylor and our team of Washington Policy analysts in D.C.

read more

We’re now three-quarters of the way through earnings season. The profit outlook for corporate America is looking up.

read more

Is Fed's Janet Yellen Hawkish, Dovish Or Just Plain Chicken?

Fed head Janet Yellen took center stage yesterday to give her semiannual testimony before Senate Banking Committee. Investors read Yellen's comments as hawkish. Rate hike expectations don't yet fully appreciate how fast rates could rise in 2017.

read more

ICYMI: A Simple Playbook for European Stocks

We are long-term U.S. Dollar bulls. And as the euro falls versus the dollar, that’s bullish for European equities.

read more

Apparently the bull loves Trump? The S&P 500 is up 9% since Election Day.

read more