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“So, when is the bottom in?”

That is one of the most common questions we hear from investors eager to jump in on the next bull market.

A bottom is coming in certain parts of Europe, but it’s still developing—probably not this quarter. So how does Hedgeye go about determining when the actual bottom (or top) is occurring in global equity markets?

As Hedgeye CEO Keith McCullough often explains, bottoms and tops are processes, not points.

It’s better to show up a little late to party, than to latch onto a head fake in a bear market.

“If our GIP model is saying that the [data shows] economic slowing is ending and, two, the market signal. It’s a really simple A-B test,” McCullough explains in the clip above.

“My job is to not miss bottoming processes.”

Watch the full clip above for more.

How We'll Know When Europe Is Bottoming - early look