Takeaway: We are removing both Kroger and Costco long from Investing Ideas

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).