We are adding MUB (iShares Muni Bond ETF) to Investing Ideas today.
From Hedgeye CEO Keith McCullough:
Now is not the time to chase U.S. equity market beta. It’s time to double down on precisely what we told you do at the end of September.
- Buy the Long Bond (TLT and EDV)
- Short Small/Mid Caps (IWM)
- Buy Munis (MUB)
Alongside bullish on XLP and XLV (larger cap liquidity), that remains what we call the #Quad4 Macro playbook.