• BLACK FRIDAY LIMITED-TIME OFFER...

    GET THE BEST DEAL WE OFFER ALL YEAR

    EXPIRES SOON... THEN IT DISAPPEARS

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

The tastiest deal in Long/Short US Equity space we’re still capitalizing on is:

  1. Long US Housing (ITB) since this time last year and
  2. Short US Software (IGV) since our #Quad4 in Q3 call this year

You’re not hearing about this deal in the Goldman Hedgie Hotel (GVIP) index? Good. It’s Hedgeye originated deal flow where we charge no banking or deal fees! Seriously our fully loaded (with no fees) returns are Long Housing (ITB) = up +14.9% and Short Software (IGV) = down -7.4% since July 26, 2019. That’s +2300 basis points of #Quad4 alpha, in 3 months! Man I bet some people must be killing it with that setup. No wonder why they aren’t distracted by Boris and beans.

CHART OF THE DAY: The Tastiest Deal In Long/Short US Equity - Chart of the Day

CHART OF THE DAY: The Tastiest Deal In Long/Short US Equity - early look