An animated Keith McCullough discussed his data-driven investing process and why he couldn’t care less what other people on Wall Street are saying on today’s edition of The Macro Show.
He reviewed the current market setup in Europe and walked subscribers through Hedgeye’s call going from Long to Short Europe in March 2022. This came on the heels of the Global Economic Cycle Peak in 4Q22, correctly positioning our subscribers to avoid a massive drawdown.
“This whole thing is red,” said McCullough. “In the aggregate that’s the summary of what happened in Europe.”
Now, the data is signaling an inflection, and our subscribers are already ahead of the curve. “You can’t go back to going from Short Europe to Long Europe in 4Q23 like we did,” added McCullough.
“Next time… you’re going to understand WHY you subscribe to the process.”
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