"Confidence requires perceptions of control and certainty," writes Peter Atwater, of Financial Insyghts. Under President Trump, uncertainty is the norm. "Stop, start, yes, no, true, false – we’ve seen more shifts in position from the Trump administration than a day-long yoga class."

read more

Is This One of the Most Hated Stock Market Rally of All-Time?

Wall Street has been betting against President Donald Trump since his Election Day victory. Consensus has been positioning for a correction that hasn't come.

read more

McCullough: Did You Buy the Dip? (You Should Have)

Hedgeye CEO Keith McCullough explains why we told investors to raise cash last week and buy the dip in U.S. stocks today.

read more

U.S. oil production has been ramping up just as OPEC has been trying to cut production.

read more

Got BEN? Franklin Resources Is a “Very Undervalued” Stock

If you’re looking for exposure to a “very undervalued” stock, one which is among the world’s largest asset managers, we’ve got an idea for you.

read more

Poll of the Day: Whose Market Calls Do You Trust Most?

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

read more

"Over the short run, gold might face some headwinds," writes Stefan Wieler of Goldmoney. "But we believe any further sell-off will prove unsustainable over the medium to long term."

read more

The Biggest Buying Opportunity in 5 Months

The Dow and Nasdaq posted their single worst day of losses in five months yesterday. That means the U.S. stock market is on sale today. Buy it.

read more

Cartoon of the Day: King Kong

Even with today's stock market "correction," since Election Day, the S&P 500, Dow, and Russell 2000 are up 10%, 13% and 13% respectively.

read more

Our Housing Team – led by Josh Steiner and Christian Drake – hosted a deep dive institutional call today on our Best Idea long Realogy (RLGY).

read more

Cliggott: Here's the $64,000 Question Right Now

"Is this the beginning of a new cycle or "noise" on the way down?" writes former JPMorgan chief investment strategist Doug Cliggott. "I honestly don't know ... but given leverage levels and interest rate trends I am VERY SKEPTICAL that this is the beginning of a new credit / profit cycle."

read more

What Kim Jong-un Learned From Qadafi and Saddam Hussein

"Kim Jong-un has learned from the collapse of governments in Libya and Iraq," writes General Dan Christman. "Dictatorial leaders threatened by the West are doomed in the absence of nuclear capability."

read more

Investors are swooning over last night's French Presidential debate, in which centrist party candidate Macron was the apparent victor over anti-EU candidate Le Pen. The euro hit seven-week high. European stock markets hit their highest level since 2015. What now?

read more

Cartoon of the Day: 5 Stages of Grief

Stock market bears are in denial.

read more

McCullough: My Top 3 ‘Trades of the Day’

In this highlight reel from The Macro Show this morning, Hedgeye CEO Keith McCullough digs into three things investors should be watching today.

read more

A not-so-quiet revolution is sweeping the globe. From Trump to Brexit, entrenched political elites are being taken behind the woodshed by an irate electorate.

read more

Are You Prepared For The End Of The Bond Bubble?

"The biggest bubble in financial history is about to end," writes economist Daniel Lacalle. "With rate hikes, a stronger dollar and the return of inflation, bond inflows are normalizing, sell-off in negative yield fixed incme continues, and real rates increase despite central planners’ financial repression."

read more

Poll Of The Day: Which BEST Describes The US Economy?

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

read more

There's a fight playing out right now among investors in the U.S. stock market on which way economic growth is heading. It's a fair fight right now from a performance perspective. But we think that's going to change very soon.

read more