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Takeaway: We are adding Utilities to Investing Ideas.

Please note that we are adding Utilities (XLU) to Investing Ideas today.

XLU: Adding Utilities to Investing Ideas - 4u

According to Hedgeye CEO Keith McCullough:

Keep playing my macro view forward... 

 

Bad jobs report could very well:

 

1. Weaken USD

2. Strengthen Oil

3. Ramp The Long Bond

 

And give a relative bid to any major US Equity Sector Style that looks like a bond.

 

Ah, the Utilities - hated, probably. Making people money, definitely.

Our macro team will further outline our bullish thesis in this weekend's edition.