This morning on The Macro Show, Hedgeye CEO Keith McCullough explained why being long the right US equity sector styles is essential in the current #Quad4 macroeconomic environment.
“If you’re long a slice of the US Stock Market called Real Estate, or REITs, you were up yesterday,” said McCullough. “Imagine they knew that Utilities (XLU) are also up over 10%, and their beloved Tech (XLK) is now back into the soup.”
“Our portfolio is so much different than the Old Wall’s or the CNBC type viewer, or God forbid you have a 60/40 portfolio.”
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