Our Top Q413 Global Macro Theme remains #EuroBulls. Long both the British Pound (which has broken out to new highs) and European Growth Equities is almost the same call we had on the US Dollar and US Growth a year ago.


It’s all born out of the same process.


On a related note, Lucerne’s Pieter Taselaar is one of the sharpest (and top performing) bottom-up European long/short equity managers we know. The video below augments some of our current views here at Hedgeye. The only downside to the video is that I’m in it. 


Have a great evening.



Keith R. McCullough
Chief Executive Officer



Click here to learn more about how you can subscribe to Hedgeye research.