Takeaway: Please note we are removing TIP from Investing Ideas (long side) today.

"With the latest breakdown in both the CRB Index and Oil, I don’t think being long TIP has as much upside (from here) as I originally thought," writes Hedgeye CEO Keith McCullough. "Changing my mind on longer-term longs has happened infrequently this year, but it should happen. That’s how the game goes."

TIP: We Are Removing Treasury Inflation-Protected Securities - Inflation cartoon 02.26.2015