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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.

KM

Keith R. McCullough
Chief Executive Officer

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