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Takeaway: Don't let the consensus macro herd lead you astray.

As you can see in the chart below, the 2014 Macro Scoreboard has the Long Bond (TLT) up +14% vs. the Russell 2000 which is down -2%. Front-running a compressing yield curve (LONG U.S. TREASURIES) as growth continues to slow continues to do the job for us on the long side, despite continuous head scratching from consensus who totally missed the call. 

The scoreboard doesn’t lie.

The Scoreboard Doesn’t Lie on #Q3Slowing - SCOREBOARD