• A Special HedgeyeTV Webcast Event

    1st Annual Hedgeye Investing Summit

    The sharpest minds in investing discuss the latest market and economic developments and explain their investing implications.

We continue to exhaust the bears with our new found bullishness on China. It would be hard to be as bearish as we were on Asia 9 months ago, so it's rather amusing to get this kind of feedback. Trust me, we get the bear case – we used to annoy everyone with it!

Below is a 3 year chart of Chinese GDP. Notice the seasonal pickup in the January period for each of the last 2 years. It could very well happen again. Anything can...

We wrote this morning that we see a Chinese recovery in 6-9 months. We question all of our positions, all day, every day... the question on this seasonality point is, are we bullish enough?