Are you long the U.S. economy and short U.S. inflation?
You should be.
- Oil & Gas Explore & Producers (XOP): -22.7% year-to-date
- Biotechnology (IBB): +21.7% year-to-date
You rarely hear a peep about this in the mainstream financial media. Hedgeye CEO Keith McCullough has one message for investors today:
“The deeper you go into understanding what’s happening in markets, you understand the numbers, you write it down, you stop listening to the networks and the political edifices that are spewing everything that isn’t true, you will realize that this is indeed how you find the alpha.”
In the video above from The Macro Show, Hedgeye CEO Keith McCullough explains why we’ve been hammering home these exposures to investors for more than six months now.