Editor's Note: Below is a chart (and excerpt) from today's Early Look written by Hedgeye CEO Keith McCullough.
Then I bring in the big macro fundamental analysis and ask the following questions:
A) Are the base effects for the US and Chinese economies steepening or easing in Q4 and then in Q1?
Then I write to you about what all of this is going to lead me to do (and, if its compliant, I’ll execute some of the same positions across my personal accounts).
RULES: Add to long positions confirmed by both research process and market signals. Add to short positions confirmed by both research process and market signals. And do nothing for others.