Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
I’m obviously not MJ or Tiger. I am just a Mucker. And I don’t have issues with trusting either my process or my timing.
It’s obviously not the “average” of Cycle Time or the “valuation” of things that matters to me when I make Asset Allocation pivots. It’s the particular things. And this particular ROC (rate of change) ramp in Oil Volatility definitely matters: