Takeaway: We are adding MUB to Investing Ideas.

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.

  1. Buy the Long Bond (TLT and EDV)
  2. Short Small/Mid Caps (IWM)
  3. Buy Munis (MUB)

Alongside bullish on XLP and XLV (larger cap liquidity), that remains what we call the #Quad4 Macro playbook.

MUB: Adding iShares Muni Bond ETF to Investing Ideas - Munis


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