A quick note from Hedgeye CEO Keith McCullough:
While going to literally 1 LONG was the right risk management decision while many chased the highs of a US stock market bubble, keeping AMN as our one long was a relative winner too. I’m going to remove it because it broke @Hedgeye TREND support on Friday. That means we can buy it (and other new long ideas) lower when consensus is scared to. KM |