Please be advised that we are removing German Equities (EWG) from Investing Ideas today.
Below is a brief note from Hedgeye CEO Keith McCullough on the decision.
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- Recent correlation sensitivity of DAX to Euro – widening FX risk ranges making me less confident
- Recent rollover in higher-frequency (monthly) European economic data
- Reducing the length of our Investing Ideas List (looking for a market correction to add it back again)