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"Don’t worry, the names Cohn and Stormy Daniels aren’t inputs in my fundamental or quantitative research processes. Process trumps politics. Always has – always will. While we’re not calling for a US stock market crash, we certainly aren’t bullish on plenty of Global Equity markets that the crowd remains long of here in 2018. Zero percent of the incoming Global Macro economic data has had to do with either Trump Tariff talk or Gary Cohn. Whether or not those news items matter to the pending data will be scored like all data is – in real-time and from a rate of change perspective." -Hedgeye CEO Keith McCullough in today's Early Look |
