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Takeaway: The Hedgeye Macro Playbook is a daily 1-page summary of our core ETF recommendations, investment themes and noteworthy quantitative signals.

CLICK HERE to view the document. In today’s edition, we highlight:

  1.  Why investors should continue to decreasing their exposure to DM Equities
  2. What those who must remain invested in this asset class should rotate into
  3. The market dislocation in Hong Kong small-caps

Best of luck out there,

Darius Dale

Associate: Macro Team