This chart from today's Early Look by Hedgeye CEO Keith McCullough shows how inflation has destroyed growth over the intermediate-term @Hedgeye TREND duration of 3-months or more.
Full Investing Cycle Portfolios that positioned for #HFL (higher for longer on INFLATION) have been pounding the Old Wall 60/40 portfolios by being long of #HFL via US Dollars and Commodities, as an Asset Class.
One main difference between Hedgeye and Wall Street? We not only get you IN to positions at the right time, more importantly, we get you OUT.
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