Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
Now that some of you might think me talking about my performance as “bragging”… I’m not. Like a pro golfer or anyone serious about being timely/accurate, there are timestamped statistics that evaluate how I’m performing:
Yes, even when long the wrong Quad, I could do fine at a Pod Shop doing that. If my risk management process is on its game, AND I’m right on the Quad (like in the last 3 days) I make a lot more money when the crowd is losing theirs.