CHART OF THE DAY: The #1 Asset Allocation for U.S. #GrowthSlowing
Editor's Note: Below is a brief excerpt and chart from today's Early Look written by CEO Keith McCullough. Click here to learn more about the Early Look.
The biggest mistake that our competition has made in the last 10 months is failing to recognize that The Cycle #peaked in the USA.
That critical failure in their #process was what gave birth to the most contrarian asset allocation pivot we made since going outright bullish on US #GrowthAccelerating in the back half of 2016.
© 2021 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.