CHART OF THE DAY: Alpha Opportunities In #Quad3

05/01/19 08:13AM EDT

Editor's Note: Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.

CHART OF THE DAY: Alpha Opportunities In #Quad3 - zda

To be clear, as the US Economy digs deeper into #Quad3, The Cycle will negatively impact more and more “Secular Growers” (see GOOGL yesterday for details), so just like in May of 2001 and in May of 2008: 

A) The rally in “stocks” gets narrower and narrower (winners win), the deeper the US economy goes into #Quad3
B) The alpha you can generate being in the right longs vs. shorts is the best of any of the 4 economic Quadrants 

CHART OF THE DAY: Alpha Opportunities In #Quad3 - Chart of the Day

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.