Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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Today's chart shows what two of the biggest positions in my Long Only Account look like pre-open today: PFIX (Interest Rate Hedge) and URA (Uranium). I’m proud to say that my teammates help me execute on one of the most unique and un-correlated to consensus Go Anywhere Strategies there is. I have no FOMO. I own what my #process has me owning. And that’s it. |
