Takeaway: We are removing OC from Investing Ideas.
Please note that we are removing Owens Corning (OC) from Investing Ideas today.
According to Hedgeye CEO Keith McCullough:
"We want to get through earnings season here before I come back to this one. Northeast weather was obviously a problem. We can always add names like this (and PENN) back to Investing Ideas from a better price level."
Hedgeye CEO Keith McCullough talks about making moves in this volatile environment. After buying U.S. equities following the FOMC decision yesterday, it might be time to sell some (according to our math, not our crystal ball).
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In the Q&A portion of today's Macro Show, Hedgeye CEO Keith McCullough discusses hedge fund positioning in $SPY and proposes a new ‘two and twenty’ for underperforming consensus hedge funds.
Hedgeye CEO Keith McCullough breaks down the current Real-Time Alerts positions and answers viewer questions.
Hedgeye CEO Keith McCullough shares the top three things in his macro notebook this morning.
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