In this clip from The Macro Show, Hedgeye CEO Keith McCullough coaches investors to focus on the #Quad4 data, instead of hope-filled narratives and storytelling.

"No one’s narrative matters to me this morning. The only things that matter are the numbers born out of the latest bear market bounce to lower highs,” McCullough says. “While the Recency Bias that is still out there is every bounce is going to last (like it did in July-August).”

McCullough: Ditch The Narratives. Focus On The #Quad4 Data - macro themes