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Happy Holidays investing ideas subscribers!

In light of the holiday shortened week, we are giving our analysts a much-deserved break to enjoy the holidays with their families. Expect our next Investing Ideas Newsletter update on Januray 2nd.  

In the meantime, on today’s Macro Overlay, Hedgeye CEO Keith McCullough re-ranks our current high-conviction Investing Ideas based on our Macro team's calls for #Deflation and #GrowthSlowing in the U.S. 

On a related note, our Macro team has been highlighting the increasing probability that the U.S. economy tips into a recession during the second half of 2016. Keith shares the #1 way to play the coming economic downturn with tips on how to position for the first half of 2016.

 

Please enjoy your respective Holidays with family and friends and have a very Happy New Year!