Good morning.  We are in the middle of our 40th annual Global Growth Conference at Canaccord so it is a crazy busy week and I will make this super short.  The rotation we have been positioning for appears to be gaining a heck of a lot of traction in the institutional community and in the Financial press.  For us it is much more than a “trade” and represents an investment thesis looking out for quarters and maybe years to come.

While this truly is a shameless plug for the Gold level subscription, if there was ever a time to go through the Macro Slide Deck it is in the current environment – and we plan to show exactly why we have our strategy on today’s 1pm call.


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