#FullCycleInvesting: 7 Long Ideas

Keith McCullough

Below is a chart and brief excerpt from today's Early Look written by CEO Keith McCullough. Click here to learn more.

What’s most fascinating about the super short-term FOMO phenomenon is that consensus doesn’t have it for what’s been working for the last 12 months:

A) Treasuries (across the curve)
B) Gold, Silver, Platinum
C) Bond Proxies (REITS, Utilities, Consumer Staples)

They had it for story stocks like NFLX and TSLA. In today’s Chart of The Day, you can see what the 12 month #FullCycleInvesting returns are for the ABC things vs. everything that’s pumped (to you) and dumped (on you) every day @CNBC.

#FullCycleInvesting: 7 Long Ideas

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