In this morning’s edition of The Macro Show, Hedgeye CEO Keith McCullough answers a subscriber’s question on how markets are affected by hedge fund market activity towards the end of the month.
“Our lead has widened against the Hedge Fund field. The Hedgeye #Process has dominated the Hedge Fund consensus people,” explains McCullough.
“Once Hedge Funds get in the washing machines of performance problems, it gets really hard to get out. I’m setting up to get long heading into this month end, because the #process says to do that.”