08/04/16 11:20 AM EDT

TIP: We Are Removing Treasury Inflation-Protected Securities

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

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