KR & COST: We Are Removing Kroger and Costco From Investing Ideas

06/17/20 03:01PM EDT

A quick note from Hedgeye CEO Keith McCullough:

My risk management (signaling) #process says these 2 names aren’t the longs they were for us in Deep #Quad4 (because that’s not the economic QUAD or company POD conditions we’ll have entering Recessionary Stagflation where corporate input costs are #accelerating and cost of living is #rising alongside high unemployment).

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