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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.

CHART OF THE DAY: Toughest Comps (Ever) - zxa

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. 

CHART OF THE DAY: Toughest Comps (Ever) - Chart of the Day