Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.

What THEY do is of no concern to me. The only decisions that matter to me are my next capital Asset Allocations.

After reloading on Gold, Silver, Gold Miners (GDX), etc., and adding to our Japan, India, South Korea, Brazil, etc. Global Equity positions WHEN we had opportunities to do so in the past few months, I’m at ATH (all-time highs) in my Long Only account.

CHART OF THE DAY: Global Equity Longs Paying Off - image001