Editor's Note: This is a brief excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.
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Up next: Tech gets to compare against #PeakCycle EPS Growth of +32.1% year-over-year from Q2 of 2018! I’m not just “Selling Tech” ahead of a top-down Quad 4 Scare in Q3. Since we haven’t had #PeakCycle Tech compares like this since Q2/Q3 of 2000, I’m simply doing what Howard Marks himself called The Most Important Thing. And that’s “knowing where we stand in various cycles.” Ladies and gentlemen, we are standing against The Peak. |
