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Keith McCullough: U.S. equity exposure broadening as RSP hits record high

Keith McCullough: U.S. equity exposure broadening as RSP hits record high
U.S. equity exposure broadens, RSP surges

Keith McCullough, founder and CEO at Hedgeye Risk Management, highlights an expansion in U.S. equity exposure and notes that Equal Weight RSP reached an all-time high yesterday.

He references a move away from focusing on retail returns, emphasizing the performance of diversified holdings.

McCullough previously highlighted the short-lived nature of recent consensus on falling oil prices and bond yields in recent market commentary. In a separate development, he shared details from Jersey Mike's JMKE pre-IPO deck, which focused on premium deli pricing amid IPO preparations. These updates reflect his ongoing attention to shifts in both market sectors and individual company strategies.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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