Investors often want conviction found from historical patterns in markets. In this clip from The Macro Show, Hedgeye CEO Keith McCullough reminds viewers that no two market environments are truly the same.
Luckily for you, the investor, Hedgeye has its proprietary economic quad signal.
In the clip, Keith addresses the recent contrast between the US market's Quad 3 signals (e.g., rising REITs and Utilities) and the Global Quad 4 signals (e.g., declining China and commodities) within a broader global Quad 2 environment.
“This is a setup that should be understood within the lens of what the current signals are giving you cues on,” McCullough explains. “That’s the point in having a go anywhere, diversified portfolio is that you can have both and remain completely at ease with that.”
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