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Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough. 

I do not know what this “deal” is going to be this afternoon, but what I do know is that:

A) I’d love another shot at short selling everything I covered on red during the last 3 weeks of HIGH BETA being for sale
B) I’m loving the contrarian Quad pivot into Global #InflationAccelerating (Commodities + Energy Stocks), regardless

 While the HIGH BETA + SECULAR GROWER FOMO is in massive yuge oversupply, there aren’t many Oil & Energy Bulls out there. Having been a bear on both for the last year, I can empathize with their overstaying their bearish positioning.

CHART OF THE DAY: (Great) Short-Selling Opportunities - Chart of the Day

CHART OF THE DAY: (Great) Short-Selling Opportunities - early look