We Made the Market Call

We Made the Market Call - Bull and bear cartoon 7.08.2014

Baseball Hall of Famer Dizzy Dean famously said, "It ain't braggin' if you done it." It's in this spirit which we showcase the fact that Hedgeye's macro team led by CEO Keith McCullough has been proactively heralding the huge risk and related market implications of growth slowing around the globe. It was this reality which played the lead role in this week's market carnage which sent the S&P 500 spiraling down almost -6% for the week.

It has been a contrarian call all along. Our team of analysts made it. 

Here's a small sampling of what people are saying right now about us following the market madness. (Make sure to continue reading below where we show two important charts which we've been flagging for our subscribers.)

We Made the Market Call - z plug11

We Made the Market Call - z plug 1

We Made the Market Call - z plug 2

We Made the Market Call - z plug 3

We Made the Market Call - z plug 4

We Made the Market Call - z plug 5

We would also like to mention that our completely non-consensus call on the long bond (via TLT) -- a call that was consistently derided by so many mainstream pundits -- has turned out (yet again) to have been a monstrously good one.

Subscribers who followed our recommendation were sheltered from this week's market storm and gained almost +2%. During the past month, TLT has gained +5.7% versus a -6.8% loss for the S&P 500 (a +1,200 basis point difference). 

We Made the Market Call - z BOND

Two key charts we've been flagging:

Click to enlarge

We Made the Market Call - z mac 2

We Made the Market Call - z mac 1

And a couple more cartoons for good measure:

We Made the Market Call - Growth cartoon 06.03.2015

We Made the Market Call - Lower for longer cartoon 05.28.2015

our Risk-Manager-In-Chief citing deflationary risk 9/14:

 

Bottom line? It pays to listen to Hedgeye.

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