Editor's Note: Below is excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.
|
Hoowah! This should be fun. Growth, as an equity Factor Exposure, could correct -10% or more on basic expectations disappointments, never mind this Quad 4 speak. What % of money managers who don’t use Hedgeye even know what Quad 4 is? And how, with the SP500’s operating margin at an all-time high for the 3rd time in my career (see Chart of The Day), are SP500 margins going to continue to make new all-time highs if: A) The US Dollar continues higher … and |
