Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
I already know what TRENDING INFLATION is doing in my proprietary NOWCAST. I don’t need Steve Liesman and the banjo player @CNBC to give me a tip on that, ha.
What I am going to be doing is more of what I have been doing since making the explicit Asset Allocation Pivots in both the USA and globally during our Q4 Macro Themes presentation (which was on September 23rd, 2021):
When I say “I like” something, that doesn’t mean I have a personal relationship with it. It means it’s A) Signaling Bullish @Hedgeye TREND and B) back-tests as a Long or Short in the pending Quad.