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Takeaway: We were warning investors to stay away from Europe, while consensus strategists were telling people to get in.

Hungry Bear Eats Europe. (Hmm, Who Called It?) - Euro Zone cartoon 08.17.2016

"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.

Hungry Bear Eats Europe. (Hmm, Who Called It?) - zbloy

Apparently our research call has paid off handsomely.

Hungry Bear Eats Europe. (Hmm, Who Called It?) - z fat

Hungry Bear Eats Europe. (Hmm, Who Called It?) - zkm

Here's a clip of Hedgeye CEO Keith McCullough on Europe from February.

Hungry Bear Eats Europe. (Hmm, Who Called It?) - early look