"Looks like we have company on the short side of European Stocks in Bridgewater (we’ve had steady pushback on that call for months)…" wrote Hedgeye CEO Keith McCullough on 2/13/18.
At the time, we were basically the only research firm making that call. News had come out that morning that Bridgewater had more than quadrupled how much it was betting against European Union companies.
Apparently our research call has paid off handsomely.
Here's a clip of Hedgeye CEO Keith McCullough on Europe from February.