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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To be clear (since it’s unclear as to how this is going to play out from day to day and week to week), we’re talking about a very NARROW #Quad4 in Q3 instead of a #Quad3. What Asset Allocations, Factor Exposures, Sector Styles don’t like a Quad Shift from #Quad3 to #Quad4? A: certain Commodities and Large Cap Growth companies! |
McCullough provided a comprehensive outlook on the Quads, extending through May 2025, in this morning's Early Look. To access the complete chart and detailed explanation, click here to take advantage of our deal of the month!
