Hedge Fund Advisor Long China, Gold; Short US Stocks, Treasuries, Dollar

``Daryl Jones, Managing Director Macro of Hedgeye Risk Management came by to tell me the best trades his firm is recommending to the nation's hedge funds and large investors... Some of its 29 member staff have prepared fascinating charts showing the vagaries of inflation, the performance of commodities like copper compared to global inventories, and many instructive charts on China I had never seen before. Hedgeye believes US equities are a short, because earnings are decelerating due to higher commodity prices.''