Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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Now, since you are Macro Aware, you don’t have to deal with being chirped by me on this over the weekend. Imagine using A) a non-volatility-centric Signal and B) being completely unaware of either The Quad or The Cycle? It’s no wonder why those tourists need to jump from headline to headline seeking qualitative narratives. Moving along (and away from simple moving averages!), this morning’s OODA (observe, orient, decide, and act) Loop observations in Global Macro are no different than the ones I’ve been calling out all week. You should have been buying both GROWTH and VALUE when they were for sale at the low-end of my Risk Ranges in March. |
