Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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As you can see in our Q2 Macro Themes deck, the Celtic Trinity of my Full Investing Cycle process has 3 main parts:
Since Day 1 of founding this Independent Research firm (and now native media/content platform), I’ve taught every employee and eventual Partner about a fractal pattern called a Sierpinski Triangle. Math, History, and #Behavorial are the 3 main components of the triangle. If you’re not Irish, please don’t cancel (Waclaw Sierpinski was a Polish mathematician that a Frenchman, Mandelbrot, loved). The Trinity Knot symbolizes the 3 Life Cycle of a woman relative to the Phase Transitions of the moon. Yep, from gravity and the market gods to fractal geometry, that’s deep. |
