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Takeaway: We are removing HCA Holdings (short side) today.

"In today’s Macro Themes call I walked through the probability rising of US employment re-accelerating in the 2H of 2017," Hedgeye CEO Keith McCullough wrote today. "I don’t want to be short hospitals (after they’ve blown up) into that. I have an open mind to revisit, but this is a dangerous stock market to be short with US Growth Accelerating."

HCA: We Are Removing HCA Holdings From Investing Ideas - hca holdings