Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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Today is a new day. On the two Factor Exposures that matter most (GROWTH and INFLATION) in my #process, my recent positioning for #Quad2 in Q4 in both the USA and Europe should be very easy to understand: A) INFLATION isn’t “transitory”, it’s a TRENDING Asset Allocation that we’ve been long since June of 2020 |
