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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 a stronger US dollar is likely here to stay with respect to the intermediate term (hint: #Quad4)
  2. Why consumer discretionary stocks are not a buy on the now-consensus, but nonetheless brilliant "crude oil is breaking down" thesis

Best of luck out there,

Darius Dale

Associate: Macro Team