Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
While I sometimes get accused of being “shorter-term” (which is fine, sometimes one needs to make short-term pivots!), Dollar Down, Commodities Up has been our Full Cycle Investing view since June of 2020:
Who’s writing about Rubber and Oats this morning? Personally I don’t wake up wanting to write about anything unless it either amplifies (or might change) my positioning. The BROADENING of inflation is the point of Rubber and Oats here.