Millennials are entering the housing market later than in past generations. But it’s not a change in values that's driving this trend. It's student loan debt.

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Cartoon of the Day: Temper Tantrum

Energy investors are definitely throwing temper tantrums this year. Oil prices are down -23% year-to-date.

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McCullough: We're Bullish on Tech, Bearish on Energy

This is a transcribed excerpt from Hedgeye CEO Keith McCullough's recent interview on Macro Voices hosted by hedge fund manager Erik Townsend.

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Energy stocks are the biggest losers among S&P 500 sectors this year, lagging behind the S&P 500 by a staggering 23 percentage points. That's because inflation is falling.

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CHA-CHING! Get Long Las Vegas... Buy This Stock

Here's a compelling pure play on the U.S. consumer and Las Vegas.

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Implications of the Senate Health Care Bill - Flash Call Today

Join Hedgeye's Healthcare team with Health Policy Analyst Emily Evans providing an early read on the implications of the recent Senate version of the ACA repeal for hospitals, mental health, and insurers.

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The Russian stock market has lost -10% in the last month. It has nothing to do with the ongoing Russia/Putin/Trump investigation.

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Cartoon of the Day: Blast Off!

In the past year, U.S. stock indices are up between +17.5% and +32%. Talk about bull markets.

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“FANG” Trade Is Getting Long In the Tooth

"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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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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Cartoon of the Day: Sisyphean Task

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

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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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Where Would High-Flying FAANG Stocks Be Without the Fed's QE?

"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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"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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Cartoon of the Day: Crude Analysis

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

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"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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