Register for HedgEye On The Prize:
For extra FREE investing movies:
On this clip from right now’s version of The Macro Present, Hedgeye CEO Keith McCullough breaks down why he just lately offset his China brief (which he initiated in April 2021) by going lengthy Alibaba (BABA).
“That is what a professional does. They go ‘Okay, I’ve to discover a means round this (China signaling higher-lows inside a Bearish Development). I’ve to discover a strategy to not be bare brief China.’ So #2, I begin happening (Hedgeye China analyst) Felix’s record, and Alibaba (BABA) was an extended.”
“What do you wish to be in throughout #Quad3 Stagflation? You wish to be lengthy larger-cap, and also you wish to be brief smaller-cap. China’s in…? Quad 3.”
source
CHvNA
My new favorite ticker.
And wwe became wwf so you're not wrong.
Sell the dip, buy the rip!
Let's go Brandon!
Why are more people not following this channel? This is spot on and will teach something.