Our omnipotent Fed head Janet Yellen is fond of saying that virtually anything central planners missed (e.g. #Deflation, #GrowthSlowing, global market meltdowns) is merely "transitory." Okay.
Here are three videos where Hedgeye CEO Keith McCullough discusses the coming crash in equity markets, our dour U.S. economic outlook and global #GrowthSlowing.
1. The Most Important Thing Going On Right Now (12/11/2015)
Old Wall completely missed our now prescient Macro theme global #GrowthSlowing. We were espousing the idea 18 months ago. It continues to ravage portfolios today. Here's why.
2. HOW MANY MARKET GENERALS GET SHOT BEFORE THE ARMY CRUMBLES? (8/12/2015)
Before you watch this video, note the date. It's just before a major summer selloff in U.S. equity markets. Watch McCullough discuss the myriad market leaders primed for a plunge including Tesla, down -14.5% since then, and Apple, off -12.7%.
3. THE U.S. ECONOMIC OUTLOOK IN 2016? NOT GOOD (12/28/2015)
Since making the #GrowthSlowing call, our Macro team has been on the right side of U.S. economic growth. Down, down, down. Meanwhile, so-called "blue-chip" economists and the Fed have are still ratcheting back their expectations. To be clear, we're not getting bullish on the U.S. economy anytime soon.