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Keith McCullough, founder / CEO at Hedgeye Risk Management, observes that U.S. equity market consensus has returned to its most bullish stance in six months.
This assessment highlights a significant shift in investor sentiment toward U.S. equities over the recent half-year period.
McCullough previously reported maintaining his DRAM position at the minimum size, opting not to increase exposure. He has also described financial engineering as a major scam, alleging media support. These recent comments mark a change from his earlier cautious approach.