Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
It’s ok. You’re all human. While I don’t have chronic infection embedded in my decision-making process, I do get affected by those Macro Tourist talking points… because some subscribers ask me and my research teammates to confirm or deny them.
Life would be somewhat simpler, but a lot less fun, if I just sat here in silence, trading my own book…
And that would not be the life that gets me fired up to get two-feet on the floor at the top of the risk management morning trying to lead #HedgeyeNation into the next bid/ask battle!
What are the Top 3 Things jumping off the page in our team’s process this morning?