Hedgeye CEO Keith McCullough in this morning's Early Look:
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As real growth continues to slow in China, Europe, and Emerging Markets, what do you think central market planners there are going to do? As they debase and devalue, the US Dollar goes up, eh...the slow-down in both EM and Europe is still in the early innings and I have no need to explain why I’d be long them. The rate of change data simply doesn’t support being long those exposures. |
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