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.
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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!