Four choices. choose one.
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Editor's Note: This is an excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.
If you don’t get that Demographics is the #1 causal factor on slower and lower for longer, you’re definitely not reading Hedgeye’s Demography Research (see Chart of The Day for details on the rate of change in growth for the 35-54 year old US population).
Hedgeye CEO Keith McCullough handpicks the “best of the best” long and short ideas delivered to him by our team of over 30 research analysts across myriad sectors.
In this clip from The Macro Show, Hedgeye Retail analyst Brian McGough explains why this particular American clothing company is his favorite short idea in his sector.
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Takeaway: The last thing OPEC wants to do is freeze which would goose prices and send price signals to the U.S. to increase production.
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