Editor's Note: Below is an excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. If you're serious about getting (and staying) a step or two ahead of consensus, click here.
...But, after 600 or so “rate cuts”, globally… what you have is a lot of inventory (supply – see Chart of The Day from our pending Q4 Themes Call), slowing demand, and … well… graying times for long-term global growth forecasts.
Roger that. What’s next?
