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Editor's Note: The excerpt and chart below are from today's Early Look written by Hedgeye CEO Keith McCullough, Click here to subscribe and begin beating consensus.

CHART OF THE DAY: Alpha Remains (For The Growth Slowing Bulls) - z ben cod 09.23.15 chart

...Not loving the following US Equity Sector Styles has shown you the performance love in both Q3 and YTD:

  1. Energy Stocks (XLE) -20.7% YTD
  2. Basic Materials (XLB) -15.1% YTD
  3. Industrials (XLI) -11.0% YTD

I don’t hate, but I’d dislike being long the Financials (XLF) on “rates are going up” (XLF -8.5% vs. SP500 -5.6% YTD); whereas I still like (don’t love) our non-consensus 2015 long --> US #HousingAccelerating is +4.8% YTD (ITB) in real absolute performance terms.