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6 Charts: A Closer Look At Wall Street's Nonsense Narratives

6 Charts: A Closer Look At Wall Street's Nonsense Narratives - global bear 12.11.2014 large

"Near-term risks to the economic outlook have diminished," Fed heads wrote yesterday. #NoWorries. Nothing to see here. It's fine. Meanwhile, the S&P 500 is hitting all-time highs on no volumeearnings sucks, economic indicators continue to slide and the general economic malaise that's caused equity markets to crash globally. Forget all that.

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Capital Brief | 3 Takeaways: Passing The Torch, Obama To Clinton

Capital Brief | 3 Takeaways: Passing The Torch, Obama To Clinton - JT   Potomac under 1 mb

Hedgeye Potomac Chief Political Strategist JT Taylor discusses President Obama's passing of the party torch to Hillary Clinton last night. 

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PREMIUM INSIGHT

REPLAY | About Everything with Neil Howe: Earnings Smaller Than They Appear

In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the growing use of "pro forma" accounting and explains the broader implications for investors.

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PREMIUM INSIGHT

[UNLOCKED] Keith's Daily Trading Ranges

[UNLOCKED] Keith's Daily Trading Ranges - Bull and bear extra cartoon

We've made some new enhancements to Daily Trading Ranges - our proprietary buy and sell levels on major markets, commodities and currencies sent to subscribers weekday mornings by CEO Keith McCullough. Click here to view a brief video of McCullough explaining how to use it most effectively.

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Daily Market Data Dump: Thursday

Daily Market Data Dump: Thursday - HE daily marketdata image

A closer look at global macro market developments.

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Friday's Red Hot GDP Report & What It Means For Long Bonds

Friday's Red Hot GDP Report & What It Means For Long Bonds - 10yr treasury 7 28

Worldwide long-term yields lower in the last 48 hours and with the UST 10yr at 1.50%, I’d be a seller of long-term bonds into this GDP report (hoping to buy the 10yr back again around 1.65-1.70%); plenty of people will get sucked into this GDP print if it’s as big as we think it’s going to look (our estimates are +4.8% q/q SAAR – that’s +2.3% y/y – then we’re straight back down to 0.8% for Q3).

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CHART OF THE DAY | Housing: Behind The Treasury's Shell Company Crackdown

CHART OF THE DAY | Housing: Behind The Treasury's Shell Company Crackdown - 7 28 16 CoD2

This is a brief excerpt and chart from today's Early Look written by Hedgeye U.S. Macro analyst Christian Drake.  

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Under 60 Seconds: 3 Takeaways From Hilton's Earnings Report

Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan shares three key conclusions from Hilton's earnings report and why it remains on the Best Ideas list as a short.

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PREMIUM INSIGHT

The Fed Is More Short Term Now Than a CT Prop Trader Pounding 6 Starbucks Per Day

The Fed Is More Short Term Now Than a CT Prop Trader Pounding 6 Starbucks Per Day - z fed yell

"This is a professional and national embarrassment," writes Hedgeye CEO Keith McCullough.

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[From The Vault] Cartoon of the Day: Volcker To Yellen

[From The Vault] Cartoon of the Day: Volcker To Yellen - Fed Chairmen cartoon 02.03.2016

Our inimitable, in-house cartoonist Bob Rich is on a much-deserved summer vacation. While he kicks back and relaxes, we're going into the Hedgeye Vault and highlighting some of his best work. In light of the Fed's decision to hold rates steady today, we bring you another audience favorite

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