Our Top Macro Call Is More Than Double The S&P 500's Return Year-To-Date

09/23/16 10:23AM EDT

That's right... 

Fed fades, rates fall, stocks/bonds/commodities all ramp – so easy a #GrowthSlowing guy can do it!

 

The 10yr Treasury yield is all the way back down to 1.61% this morning (10s/2s back down to 84bps) – that’s 6x in 16 months that you had an outstanding buying opportunity in long-term bonds and/or stocks that look like bonds. Now we go back to no Fed to stress over as both the slowing economic data and Q3 earnings season take over.

https://twitter.com/KeithMcCullough/status/779250429309976576

 Editor's Note: The snippet above is from a note written by Hedgeye CEO Keith McCullough and sent to subscribers this morning. Click here to learn more.

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