"Wall Street analysts are now scrambling to formulate new acronyms to accommodate the most robust names in Big Tech today," writes Peter Atwater in this new guest contributor piece.

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Air Products & Chemicals (APD): A New Best Idea Long Call

Join Hedgeye's Materials Team – led by Sector Head Jay Van Sciver – for the presentation of their New Best Idea LONG: Air Products & Chemicals (APD).

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The 2 Most Important Factors Driving Markets: Growth & Inflation

There are two big macro trends impacting global financial markets. U.S. economic growth is accelerating and inflation expectations are falling. Just look at the performance of Energy and Biotech stocks.

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Millennials owe over $1 trillion in student loans, says Hedgeye Housing analyst Josh Steiner, that’s bad news for housing.

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Evans: 'Obamacare Was Doomed To Fail'

Obamacare may have been doomed to fail from its inception. That's according to Hedgeye Health Policy Analyst Emily Evans.

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Stock Report: Snap (SNAP)

We added SNAP to Investing Ideas on 5/25. Here is the complimentary stock report.

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"Last week’s action by the Fed was an effort to restore normalcy, but in the context of extraordinary action by the central bank," writes Christopher Whalen of The Institutional Risk Analyst. Consider this: "Where would stocks like AMZN and WFM be trading in the absence of QE?"

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Republican Victories in Georgia & South Carolina: Trump Momentum?

"The fact that Trump actively campaigned in the Georgia and South Carolina races and that big candidates won will help his standing with the Republican congress," writes Hedgeye Director of Research Daryl Jones.

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A ‘Big Red Flag’ for Tesla Investors

Tesla is close to releasing its newest electric vehicle model - but something doesn't feel quite right for investors.

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It's official. Oil is in a bear market, down -22% year-to-date.

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Are Millennials Giving Up on Democracy?

"Across Europe and the United States, support for anti-establishment candidates is rising," writes Demography Sector Head Neil Howe. "Young people, who are losing faith in liberal democratic institutions—and are surprisingly open to undemocratic or even authoritarian alternatives."

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Global Debt Soars to 325% of GDP... The Fallacy of Fiscal Multipliers

"Public debt, in particular, has doubled in the US and China since 2006, and rose 50% in Japan and the Eurozone," writes economist Daniel Lacalle. "It is curious, or a symptom of partisan demagoguery, that the same ones that demand more stimulus and deficit spending- more debt -, raise their concerns because debt rises."

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Missed it? No worries catch the replay and learn why now is the time to invest in Macau gaming stocks.

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A Tale of Small Cap Stocks: From Fear to Complacency & Back Again

Investors are growing complacent. After the rally in small cap stocks sent the Russell 2000 up +3% in the past month, we think the stock market bears have capitulated and this should be cause for concern for investors long small caps.

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Long Potbelly Corp: 3 Key Discussion Points Ahead of Our Best Ideas Call

Join Hedgeye's Restaurants Team – led by Sector Head Howard Penney – for the presentation of their New Best Idea LONG: Potbelly Corporation (PBPB).

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Join Hedgeye's Healthcare Team – led by Sector Head Tom Tobin – for a review of their SHORT Thesis on the Cerner Corporation (CERN).

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Cartoon of the Day: Dovish Hike

"What’s a Dovish Hike? It’s when you hike (hawkish move), but then talk down your growth and inflation expectations in the presser," wrote Hedgeye CEO Keith McCullough ahead of last week's FOMC meeting. Shocker but that's exactly what the Fed did.

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Buy Bitcoin? Here’s What Billionaire Michael Novogratz Says

Hedgeye Senior Macro analyst Darius Dale got an inside scoop on what one famous Bitcoin investor thinks of the much-buzzed about cryptocurrency.

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"As I’ve been writing for years now, our economic situation hasn’t changed much," writes Joseph Calhoun of Alhambra Investment Partners. "Growth is still capped around 2% with risks apparently to the downside especially with the Fed intent on heading off a non-existent – so far – inflation."

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