In this clip from this morning’s edition of “The Macro Show,” Hedgeye CEO Keith McCullough answers the following question from a subscriber:
“Stimulus seems to be the catalyst driving the Quads, sometimes. Yesterday was a great example. All of the calculations you’re showing us take us to Quad 4. But stimulus—maybe—may affect that process. Stimulus got us out of deep Quad 4 in April. How does one navigate this?”
Click above for Keith’s insightful response.