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Stick with the Hedgeye investing process. If you’ve been doing that, your portfolio has probably done well on the long side in some of our favorite bullish ETF ideas like Utilities (XLU) and REITs (VNQ).

As the U.S. economy enters Quad 3 according to our GIP model (growth slowing, inflation starting to accelerate) we are now interested in Energy (XLE) on the long side.

“The market has been starting discount Quad 3 for some time now and the top three things Quad 3 would be energy stocks, utilities and REITs,” Hedgeye CEO Keith McCullough explains in the clip above.

Watch the full clip for more.

McCullough: Our Longs Are Still Working - the macro show