Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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Generally they are one way (“stocks only go up”) and one dimensional. Be honest, who on Ye Olde Wall got you to buy both Treasuries (across the curve) and Gold in Q4 of 2018 and actually stayed with both the whole way? Moreover, if you’re one of these guys who has effectively been calling for what we call #Quad2 since the beginning of 2020 (pre-crash), were you short Gold and Treasuries with that economic recovery call too? Again, don’t confuse people “making calls” and giving you “picks” with a Full Cycle Investing #process. |
