How The Hedgeye #Process Found Our Newest Long Idea

Hedgeye CEO Keith McCullough likes to say, “There’s always a bull market somewhere.” The Hedgeye #process found one in China.



In this clip from The Macro Show, McCullough explains how the Hedgeye #process identified going long of China ahead of the Shanghai Composite Index’s 7.2% ramp up in the last month. That of course was during the same time U.S. equity markets suffered significant losses.



“China is the only major country in the world that is easing… They’ve devalued their currency a little bit, they’re obviously stimulating, and their rate of change data is accelerating,” explains McCullough.

Now that you've moved it, I will have to buy: The Dao of Capital: Austrian Investing in a Distorted World.

[christopherorosco]

BRCc was the last long they were touting.... what a joke of a model