Cartoon of the Day: Economics 101

Cartoon of the Day: Economics 101 - GDP cartoon 02.16.2017

 

We just upgraded our GDP estimate for the first quarter of 2017. Here's why.

 

 

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ICYMI: 2 Reasons to Sell Long-Term Bonds

The U.S. economy is heating up. So is inflation. That’s kneecapping long-term bonds.

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30% Upside: Whole Foods Institutional Call Today at 11am ET $WFM

Whole Foods Founder John Mackey is taking back control of the company and has called for a slowing in store growth, focusing efforts now on costs and cash flow. This pivot for an industry leading growth company doesn’t happen often

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30% Upside: Exact Sciences Institutional Call Today at 1pm ET $EXAS

We are hosting a call today at 1:00PM ET to review our Exact Sciences (EXAS) Long thesis.

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Growth Accelerating + Inflation Accelerating = Bullish for Stocks

U.S. retail sales and inflation data reported yesterday confirmed what we've been saying here at Hedgeye for some time now, U.S. growth and inflation are accelerating.

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Don’t Sell This ‘Heart Attack Stock,’ Buy It

Don’t freak out. Micron Technology (MU) shares were down -3% yesterday, as a Wall Street analyst warned of softness in PC pricing. But hang on a sec, says Hedgeye Technology analyst Ami Joseph.

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Cartoon of the Day: Janet Yellen's Shadow

Is Fed head Janet Yellen a Dead Dove Walking or did she finally turn hawkish?

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Capital Brief: Inside The Trump Administration's Growing Pains

As President Donald Trump blasts the mainstream media for reporting fake news, here's a quick look at the related issues all investors should keep an eye on from Hedgeye's JT Taylor and our team of Washington Policy analysts in D.C.

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ICYMI: The S&P 500 Earnings Scorecard & What to Buy

We’re now three-quarters of the way through earnings season. The profit outlook for corporate America is looking up.

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Is Fed's Janet Yellen Hawkish, Dovish Or Just Plain Chicken?

Fed head Janet Yellen took center stage yesterday to give her semiannual testimony before Senate Banking Committee. Investors read Yellen's comments as hawkish. Rate hike expectations don't yet fully appreciate how fast rates could rise in 2017.

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ICYMI: A Simple Playbook for European Stocks

We are long-term U.S. Dollar bulls. And as the euro falls versus the dollar, that’s bullish for European equities.

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Cartoon of the Day: Donald + The Bull

Apparently the bull loves Trump? The S&P 500 is up 9% since Election Day.

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