Below is our "Chart of the Day" and a brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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If you have Old Wall friends who want to tell you that the “60/40” Asset Allocations embedded in their hard-earned retirement accounts is better than our dynamically risk managed #GoAnywhere Full Investing Cycle #process, you can ask them if they’re either joking or completely Macro Unaware… Especially from The Cycle peak in NOV of 2021, the difference in our performance vs. theirs has been epic. |
