Mainstream media is blaming #EuropeSlowing on Trump. The reality is that this move was occurring well before the #TariffTrade news last week. We’re the only firm with this contrarian market call on Europe.
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"The main reason why we don't like German stocks is because we're in Quad 4. Because you have growth and inflation slowing in our forecast for the forseeable future. I don't like Germany, if you're okay with that. I like the place. It's a nice place to visit. But it's a place I don't want to be long in the equity space." -Hedgeye CEO Keith McCullough on The Macro Show on 2/16/18 |
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