McCullough: The Doctor is Prescribing More #Quad2 in Asia

01/25/21 10:33AM EST

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

McCullough: The Doctor is Prescribing More #Quad2 in Asia - nun1

Asia was RIPPING last night.

Look at the $KOPSI, the Doctor of global #Quad2. We call it the doctor for a reason, it can prescribe what the quad might look like on a going forward basis, not looking backwards.

McCullough: The Doctor is Prescribing More #Quad2 in Asia - sk

And Dr. KOPSI was up another +2.2% overnight, making a new cycle high of +14.8% in the last month alone. It’s no Gamestop (GME), but in Macro, it’ll do.

McCullough: The Doctor is Prescribing More #Quad2 in Asia - nikkei

The Nikkei is up another +0.7%, close to it’s cycle high, along with China up another +0.5%. There were some corrections in India and Taiwan, down -0.5% and -0.9% respectively. 

So, you buy the ones that are down, you sell some of the ones that are up.

Rinse and repeat.

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.