Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.

Of all the books I made time to read in 2020, The Fifth Discipline by Peter Senge was the most influential in terms of helping me think about building both the Hedgeye content platform and our growing business.

“As opposed to the all-too-familiar vision statement” Senge preaches that leaders should inspire a “shared vision”… it’s “not a cook-book but a set of principles and guiding practices.” (pg 9)

Fortunately, for all of us, despite all of the technological & communications evolution in America and abroad, there remains a massive opportunity to be the change of transparency & accountability that our profession needs.

Thank you for sharing this journey with me and my teammates @Hedgeye and Happy Holidays!

CHART OF THE DAY: The Only Pivot Consensus You Should Have Made In #Quad2  - Growth vs. Bond Proxies in  Quad2