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

In terms of new positioning relative to how we were positioned during Global #Quad4, we’ve been more bullish on getting long of Commodities than any other asset class coming out of the USA’s #Quad 4 in Q3 (remember, its Q4 now and not Q3): 

  1. Natural Gas led the Long Energy charge with a +9.8% gain last week and is also signaling Bullish @Hedgeye TREND
Gold isn’t a commodity. It’s a currency and it continued to perform for those of you who have been long of it for the last year. Gold was up another +0.7% last week to +18.9% year-over-year as US economic data continued to come in a Quad Gold likes (i.e. #Quad3).

CHART OF THE DAY: Commodity Reflation Is Our Highest-Conviction Theme - Chart of the Day

CHART OF THE DAY: Commodity Reflation Is Our Highest-Conviction Theme - early look