Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
When I wrote Diary of a Hedge Fund Manager back in 2010, trying to answer The Question was my point:
A) If you could look inside a world class hedge fund, what would you see?
Oh, I know that triggers some of my competitors. It should. My competition, btw, isn’t Old Wall. It’s hedge fund managers who also want to have the best people and process. It’s macro managers who want to have the best process calling The Cycle too.