Visit Hedgeye.com for more great investing content.Introduction:Welcome back, savvy investors! In today's video, we'll dive into an exclusive notebook review of the third quarter of 2023 and year-to-date performance in the financial investment management space.Stay tuned as we discuss market trends, signals, positions, and outlook to help you make informed investment decisions.1. Hedgeye's Philanthropic Success:We kick off with Hedgeye's successful charity event, Hedgeye Cares, held recently, showcasing their commitment to making a positive impact.Mark your calendars for their upcoming regional event in Chicago on November 9th, where you can network and gain valuable insights.2. Precious Metals Woes:Gold's performance has been lackluster, showing lower lows and lower highs. Hedgeye maintains a small long position but may consider reducing or exiting due to poor performance and increased volatility.Other metals, including copper and silver, are also experiencing weakness.To balance this, Hedgeye has opted for long energy positions while shorting metals/agriculture.3. Oil & Natural Gas Rally:Oil continues to strengthen with higher lows and higher highs for several weeks. The risk range for oil is moving higher, indicating a positive trend.Natural gas is also rallying, witnessing a remarkable surge of over 9.5% in a single day.Potential to add natural gas for increased energy exposure, a move worth considering for your investment portfolio.4. Economic Outlook & Equities:The Nowcast model predicts three quarters of slowing growth, elevated inflation, and the Federal Reserve maintaining higher interest rates for an extended period.The momentum in U.S. and European equities is deteriorating, and earnings season will provide valuable insights into the economic landscape.5. Signals & Trends:The red-eye/green-eye signal turned to "sell" mid-morning based on Keith's analysis.Multiple sectors, such as real estate, gold miners, consumer staples, industrials, financials, and healthcare, are currently experiencing a bearish trend.Volatility (VIX) and the U.S. dollar are displaying significant strength, indicating potential shifts in the market.Despite the Federal Reserve pausing rate hikes, interest rates are rising, with the 10-year Treasury yield hitting the top of the risk range. The 2-year yield range is tighter, contributing Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.