• Hedgeye Investing Summit: A Special HedgeyeTV Webcast Event

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications. Watch the free replay.

We’re bearish on the U.S. equity market as a whole here at Hedgeye. But that doesn’t mean there aren’t some things we like on the long side.

Several long ideas have been working well for our subscribers to kick off 2019. That includes REITs. Hedgeye CEO Keith McCullough explains in the clip above from The Macro Show.

“REITs is one of the few places that back tests bullishly in both Quad 4 and Quad 3,” McCullough explains (referring to our economic outlook for the U.S. in the first half of 2019).

“We’ve already been a buyer of REITs since interest rates peaked and rolled over…now all we’ve got to do is buy them at the low end of the risk range.”

Watch the clip above for our Top 3 current long ideas for Q1 2019.

McCullough: Our Top 3 Longs Right Now - the macro show