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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Did you know that our Core #Quad4 US Equity Asset Allocations did this last week: REITS (XLRE) led US Equity Sector Style winners with a big +3.8% week, taking it to +5.7% in the last month If I were to cherry pick durations (instead of doing what I do every week, measuring and mapping returns on a 1-week, 1-month, and 3-month basis), our Long XLRE is pounding Tech (XLK) for #Quad4 in Q3 to-date. |
