• Hedgeye Investing Summit: A Special HedgeyeTV Webcast Event

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications. Watch the free replay.

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

In today's Early Look: "PE Powell = #DovishEnough!" I review why the Treasuries, Gold, REITS, Utes portfolio continues to trounce Cyclical and "Value" ones since The Cycle peaked 10 months ago.

CHART OF THE DAY:  Are You Long Gold & Treasuries?  - CoD 10Y   Gold