CHART OF THE DAY: The Capitulation Risk of Consensus Macro

01/05/15 08:05AM EST

CHART OF THE DAY: The Capitulation Risk of Consensus Macro - 01.05.14 Chart

"I still think the Best Macro Idea (low-volatility, higher relative return) in positioning for our non-consensus posterior of global #GrowthSlowing + #Deflation is long the Long Bond (TLT)," wrote CEO Keith McCullough in today's Morning Newsletter.


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