08/31/23 07:41 AM EDT

CHART OF THE DAY: Revealing 2 Longs That Don't Correlate With Consensus

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

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.

CHART OF THE DAY: Revealing 2 Longs That Don't Correlate With Consensus

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