Hedgeye Risk Management’s Keith McCullough started warning clients and subscribers about a bear market crash in January of this year.

His theory has proven correct, based on data, and rooted in a belief that the most epic bubble of all time would burst, and that the Federal Reserve would make the mistake of tightening interest rates into a slowdown.

Now, the CEO and founder of the research firm and his team have put together for their best clients a 160-slide quarterly investment outlook macro themes report.

Here are five of their charts that neatly sum up why the global economy is teetering and financial markets are in turmoil.



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