Below is a brief excerpt transcribed from Wednesday's edition of The Macro Show hosted by CEO Keith McCullough and Director of Research Daryl Jones.

McCullough: Long Energy, Short Utilities → #Alpha - macro1.13

I'm circling June because that’s when Hedgeye Nation went long the most underweight asset allocation out there – Commodities.

And when you're making an asset allocation call for Commodities, Energy (XLE) stocks are the most valuable sector to buy. The S&P 500 was flat yesterday but Energy Stocks were up +3.5%; they’re already up +15% for the year! And it’s only January 13th! That’s in sharp contrast to our Utilities (XLU) short, which is already down -2% in January.

A tremendous amount of alpha is being generated across the board.

McCullough: Long Energy, Short Utilities → #Alpha - corn1.13

Take a look at Corn (CORN) – that's one hell of a move. We went long in June, it broke out after August, and it’s gone vertical here in the new year.

You'd have to be a certified idiot (that's a technical term) to not notice inflation is accelerating and bond yields are breaking higher. C'mon man, take a look at the 10-year bond yield. These are not guesses.

McCullough: Long Energy, Short Utilities → #Alpha - 10y1.13

I saw some Old Wall guy reiterating that his year-end target for the 10-year yield is 0.75%.

Go back to bed dude.