From Hedgeye CEO Keith McCullough's "Top-3 Things" earlier this morning:
| ATHs – All-time highs (again) for both the NASDAQ 100 and Russell 2000 yesterday at +13.8% and +11.2% YTD, respectively, is literally trouncing anything major a Global Equity investor could have in a globally “diversified” portfolio with meaningful #GlobalDivergences on both growth and inflation continuing to manifest |
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