On The Macro Show this morning, Hedgeye CEO Keith McCullough discusses what he calls the “Central Planning War Gone Wild” and advises against waiting for a singular catalyst to usher in the “Big Thing.” According to McCullough, in rate of change terms, there's reason to believe that it's already happening. He adds that there’s no reason why anyone should be surprised if U.S. stocks fell 10-20% from here.
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