• Global ‘Black Hole’ Risk Rising: A Discussion With Danielle DiMartino Booth

    Former Fed advisor Danielle DiMartino Booth will discuss key economic developments and the outlook for Fed rate cuts with Hedgeye CEO Keith McCullough.

Editor's Note: Below is a brief excerpt from today's Early Look written by Senior Macro analyst Darius Dale. Click here to learn more about the Early Look. 

"... All told, even if the Fed cuts in July, history suggests we should make NO changes to our #Quad4 asset allocation mix.

All of the aforementioned backtest data is included in the table and chart below. Have a blessed weekend."

CHART OF THE DAY: Cycles Matter, Study Them - Cycles Matter   Study Them Intricately1

CHART OF THE DAY: Cycles Matter, Study Them - early look