A sharp and ugly reformation is headed for Wall Street.

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Short Rich Americans?

Hold back your tears, but America’s 1% is hurting too.

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What to Watch During Trump's First 100 Days

An update on looming Washington to Wall Street issues and investing implications from our Chief Political Strategist JT Taylor.

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Our Internet and Media analyst Hesham Shaaban will be hosting a call today at 1pm ET to explain the bear case for Netflix (NFLX). Here are three key takeaways for investors.

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3 Reasons to Sell DineEquity | $DIN

Our Restaurants analyst Howard Penney recently added DineEquity (DIN) to his Best Ideas list as a SHORT. He will host a live black book presentation on Tuesday, December 6, 2016 at 11:00AM ET to outline the short thesis.

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McCullough: Get the U.S. Economic Cycle Right and Get Paid

In this short video excerpt, Hedgeye CEO Keith McCullough responds to a subscriber question during The Macro Show about whether to buy Consumer Discretionary (XLY) stocks.

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In the past month, Wall Street consensus has gone from net short small cap stocks to as bullish as they've been all year. That's unsurprising considering the Russell 2000 is up 17.7% year-to-date. Let the performance chase begin!

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Cartoon of the Day: Wonderland

From Brexit to the election of Donald Trump to the result of Italy's referendum, all are a repudiation of entrenched political elites.

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Premium insight

Here’s Why America’s ‘Rust Belt’ Voted for Trump… Industrial Recession

“It’s 100% probable that we had a recession on the industrial side of the economy,” says Hedgeye CEO Keith McCullough. “It already happened. It’s not a debate as to why those people voted for Trump."

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“Do you have any thoughts on McDonald's and when you would like to revisit this one?" That’s the question a subscriber recently asked Hedgeye Restaurants analyst (and original McDonald’s bull) Howard Penney on The Macro Show. Here’s Howard’s response.

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US Growth Accelerating? Economic Data Shines on Trump Trade

The #TrumpTrade is supported by the data. For now...

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Guest Contributor | Gold Sell-Off: How Low Can It Go?

The market is currently pricing in a goldilocks scenario of stronger economic growth, stable inflation and partial normalization of interest rates. This has put upward pressure on the U.S. Dollar and downward pressure on gold prices," writes Stefan Wieler, of Goldmoney Insights. How much further can gold prices fall?

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Is Europe unraveling? That's a healthy question to ask this morning. In a referendum to change the Italian constitution, the "no" vote prevailed. It was the latest rebuke of European leadership, as the Italian prime minister Matteo Renzi had staked his political career on constitutional reform. Here's what investors should watch following the vote.

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8 Videos: What's On HedgeyeTV

Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro Show, Real-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.

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5 Cartoons: This Week on Wall Street

Our cartoonist Bob Rich captures the tenor on Wall Street every weekday in Hedgeye's widely-acclaimed Cartoon of the Day. Below are his five latest cartoons. We hope you enjoy his humor and wit as filtered through Hedgeye's market insights.

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The Economic Data calendar for the week of the 5th of December through the 9th of December is full of critical releases and events. Here is a snapshot of some of the headline numbers that we will be focused on.

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Cartoon of the Day: Ho! Ho! Ho!

It's been a happy holiday season for stock market bulls. Since Election Day, the Russell 2000 is up 10.2%.

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Guest Contributor: China’s Bond Market Can’t Handle a Global Renminbi

"The bottom line is that the renminbi may not be ready for big-league reserve status for decades—if ever," write Benn Steil and Emma Smith, from the Council on Foreign Relations.

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Premium insight

Some of the smartest hedge fund managers in the world are predicting China’s crash. There's reason for this alarm. China's $24 trillion debt boom has created a property bubble in Australia and Canada with ramifications for the countries' biggest banks.

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