"If you're bullish on a US economic recovery in 2H, I've got a couple of charts for you to be willfully ignorant of," writes Hedgeye Senior Macro analyst Darius Dale.
...Not to mention May's U.S. jobs report, which just so happened to be the worst report in almost six years.
So, what do you do with that?
Meanwhile ... our non-consensus call on long bonds (via TLT) continues to serve Hedgeye subscribers rather well too. It's up 12% YTD vs a 2.5% return for the S&P 500.