"On the bounce, I’m still looking to reduce both gross and net long exposure to US Equity Beta," writes CEO Keith McCullough. "Our Macro call remains Quad 4 in Q4 (i.e. U.S. Growth and Inflation slowing) so I think I can reload on Best Ideas longs lower."
***No change to Healthcare analyst Tom Tobin's fundamental long thesis on Mednax (MD). Click here to read our analyst's original report.
** No change to Retail analyst Brian McGough's fundamental long thesis on Tapestry (TPR). Click here to read our analyst's original report.
