• The Macro Show → Get 30 Days Free Access (No Strings Attached)

    Your portfolio deserves more. Turn off unaccountable CNBC pundits and turn on “The Macro Show.” Hosted each morning by Hedgeye CEO Keith McCullough, The Macro Show is the best investing analysis money can buy.

Editor's Note: Below is a brief excerpt from today's Early Look written by CEO Keith McCullough. Click here to learn more about the Early Look.

The bond market looked at yesterday’s touristy “inflation is back” news and took the other side of the consensus trade. Bond yields stopped going up, the Dollar went down, and the NASDAQ ripped back up to within 3.3% of its all-time closing high. 

We call this a Quad 1 (coming from Quad 2) asset allocation move where...

CHART OF THE DAY: An Essential Playbook For Managing Quad Shifts - 02.16.18 EL Chart