Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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Do you have friends, who read whatever Macro Tourists read, who have completely missed being long of A) inflation since June of 2020 and/or B) that recent #Quad3 all-time closing SP500 high of 4479 on Monday AUG 16th? Sure you do. But who really cares about what they did or did not do. When it comes to A) preserving & protecting your hard earned capital and B) compounding Full Cycle Returns on that capital, you need to keep doing what you do. |
