Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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Don’t worry about whatever the other players at the table are marketing to you as an asset management product or strategy. Play your #process out and 5 cards in macro sequence like that are all in the same #Quad3 Stagflation Suit! Most importantly, don’t get piggy here. While a Royal Flush can beat that hand (mix in some Long Chinese Growth Stock exposure yesterday, like KWEB +1.5%, for example and/or Buffett Long Barrick (GOLD) this week… and now we’re talking Stahhhks!)… The only hand that matters today is playing the next one. |
