We're big on process; experience takes time - and so does proving out a repeatable process in up/down tapes
@KeithMcCullough 3:53PM
Rule #1 @Hedgeye is the same one Buffett liked pre the whole govt gig (dont lose $$)
@KeithMcCullough 3:11PM
Main problem with bond bulls and stock bears is the same problem - they are all too bearish on US #GrowthAccelerating
@KeithMcCullough 10:14AM
When the 2013 bears said sell in May, they meant Gold, Utilities, and Bonds, eh?
@KeithMcCullough 10:07AM
US Dollar straight back up this morning; US Equity Futures straight up; + correlation remains very strong
@KeithMcCullough 5:15AM