Editor's Note: This is a chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more about the Early Look.
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It really is no wonder that the Old Wall and its media reaches for short-cuts and simplifications of Global Macro market risk. If you don’t have a measuring and mapping #process that is apolitical and data-driven, what else would you do? Don’t get mad about it, bros. Keep taking advantage of both the crowd and their episodic periods of complacency. ...While hope is not a risk management #process, the new hope is that… because GROWTH & INFLATION (and PROFITS) are all #slowing at the same time now… The Fed will cut, cut, cut, and save us. |
