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

4Q18 concludes the 10th consecutive year in which we have been publishing our quarterly investment themes. These are three top-down catalysts our models suggest are increasingly likely to drive investment returns that our proprietary sentiment indicators suggest investors are not yet broadly positioned for. All year, we’ve prospectively and accurately identified the various investable pivots in growth, inflation and policy – both domestically and internationally – and look to summon those same repeatable processes in order to help our clients generate incremental alpha in the fourth quarter.

*If you are an institutional investor interested in accessing this call email sales@hedgeye.com.

CHART OF THE DAY: Our Q4 Macro Themes - 09.27.18 EL Chart

CHART OF THE DAY: Our Q4 Macro Themes - early look