http://s3.amazonaws.com/hedgeye/re/podcasts/407510/conf_recorded_on_apr_9_2013_7_23am.mp3
On today’s Morning Investment Call held for Hedgeye subscribers, CEO Keith McCullough discussed an amalgamation of market catalysts ranging from the risk range of the S&P 500 to what lies next for the yield on the 10-Year Treasury. Keith is still a big buyer of US stocks and the US dollar and a seller of commodities. Remember: get the US dollar right and you get a lot of other things right. His three big points this morning focus on Chinese deflation, the 10-year and recent moves in crude oil. When Brent moves to the downside, it should get your attention