We're big on process; experience takes time - and so does proving out a repeatable process in up/down tapes
Rule #1 @Hedgeye is the same one Buffett liked pre the whole govt gig (dont lose $$)
Main problem with bond bulls and stock bears is the same problem - they are all too bearish on US #GrowthAccelerating
When the 2013 bears said sell in May, they meant Gold, Utilities, and Bonds, eh?
US Dollar straight back up this morning; US Equity Futures straight up; + correlation remains very strong