
"And Argentina, for whatever reason, is up there, too, like a huge winner on the long side that is now a great short. So instead of quad ones, four straight, they have four straight quad fours. Quad four is bad."
Keith McCullough explicitly calls for shorting Argentina. He highlights that Argentina has experienced four consecutive quarters of worsening economic signals (quad fours), signaling stagflation and deteriorating fundamentals. This trade call is based on his systematic approach of evaluating macro controls and quad scenarios to time portfolio exits.
Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598
September 26, 2025
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