86 months...
That's the current length of this U.S. economic expansion. (The chart below is from our 99-page Q3 2016 Macro Themes deck.)
Quick question: Are you buying all-time highs in U.S. equities as our economy marches on into the fourth longest expansion in U.S. history?
After pondering that question for a bit...
Watch the following video in which Hedgeye CEO Keith McCullough lays out the timeline of our current economic cycle showing the peaks in corporate profits, employment growth, consumer confidence, equity markets and M&A.
