THE HEDGEYE MARO PLAYBOOK

Takeaway: Our Macro Playbook is a daily 1-page summary of our core ETF recommendations, investment themes and proprietary quantitative market context

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

  1. The continued breakdown in Commodities as a primary asset class and what we view as the directional drivers from here
  2. Sell the news on Ebola? That's certainly what the cocoa market is telling us; this crowded trade (i.e. net long of cocoa) is screening as a short across our compendium of quant signals

Best of luck out there,

Darius Dale

Associate: Macro Team