Consensus is finally figuring out to be Long #Quad2 Cyclicals coming out of a Cyclical Recession!

from GS > CYCLICALS/DEFENSIVES: The average large-cap mutual fund maintained a 437 bp overweight in cyclical industries vs. the benchmark, which has benefited performance as

The MFO gave a few beeps back to the field today and didn't make a new ATH

Small Cap India and #Quad2 Mining Exposures gave back small

*See Portfolio Solutions for ALL of my Fam Office (MFO) ETF Asset Allocations

Scams work best in #Quad2

Took #out a longstanding Asset Allocation in Portfolio Solutions today and added another European Exposure in its place

Top Stock Picks
(new popular product)

Who says REIT Rob can't race like Ricky Bobby? Hedgeye REITRob

He's now pulled 2 of his cars (stock picks) into the Top 5!

My #process is only confusing if you let what you 'hear' in the way of what I'm doing and why I am doing it

No I didn't. I said I'd buy-SOME when its down. And I sold-SOME when it was up this morning.

CHART OF THE DAY: Energy Leading Inflation app.hedgeye.com/insights/15081… via @hedgeye

It's called Old Wall Bagholding

McGough Brian McGough just explained his 'multibagger' Long $REAL position LIVE on The Call

Ryan Ricci Keith McCullough Retail Muppet BonusPoints125 Uranium Insider It always starts within. It’s responding vs reacting. It’s thinking vs emotion. It’s managing risk vs gambling. It’s courage vs fear. It’s calm vs anxiety. It’s confidence over cockiness. It’s #hedgeyenation way.

In today's Early Look: 'Natty & NASDAQ Inflating!'

I’m the guy who does what both market prices and data are actually doing.

And, the fact of the matter is that during the recent correction in Bond Yields, US INFLATION ramped higher, faster!

“The group cohered around a shared opposition to both Keynesian economics and New Deal liberalism.”
-Jennifer Burns

Retail Muppet BonusPoints125 Keith McCullough Uranium Insider No kidding.

Your tweet from May 17. When you were worried about the price of the thing you apparently love.

He bought and made a quick return. 10% gain in a couple weeks > if you are holding things through +20% drawdowns. It's just math and numbers.

x.com/RetailMuppet/s…

They don't do ROC Math. They do buy and hold narratives.

Instead asking Mucker abt what's NOT wking, Hedgeye users should be asking abt what they're tracking, if it's on Keith McCullough's watchlist. The process is #goanywhere not what you're frustrated with..It teaches how you can trade agst frustrating positions. mitigate risk, etc.

Hey, Holtzy! Herb! Where you going, my guy? Punching out early? No longer working as an 'Independent Contractor,' despite also being GC to Steward? $MPW

And... Bongiorno! No more MY GRIPERS, I guess...

Long These Yet? app.hedgeye.com/insights/15076… via @hedgeye

Say it!

'Inflation is benign'
Austan Goolsbee

Not 'benign' INFLATION

Natty Gas inflating another +0.7% this morning to a new Inflation Re-accelerating high

= important ROC input to our Street High INFLATION Nowcast