Covering all of our European Shorts (for no fundamental reason, it was all #VASP Signal), was an excellent risk mgt decision . 09 Feb 2023 11:28:32NASDAQ: Phase III of The Bear Market obvious today, crashing to -28.4% from The Mother of All Bubble Peaks . 21 Feb 2023 21:01:50Get access to Hedgeye's FREE Market brief newsletter: https://hedgeye.com/marketbriefWhen it comes to buying or selling commodities, a lot of people begin by...In this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio. (Watch Keith and Josh Steiner discuss Macro Theme #2 "Peak Cycle Inflation" here and Macro Theme #3 "U.S ...Log in. Sign upSee new Tweets. ConversationSee new Tweets. ConversationMcCullough: As Middle East Conflict Unfolds, Trust The Signal. The surprise, large-scale attack on Israel over the weekend is "just the opening volley" for what could be a lengthy conflict in the Middle East, Keith McCullough says. How does Hedgeye's CEO account for geopolitical conflicts in his investing process? "The answer's going ...In real world news, in early May 2023, Gold almost made an ALL-TIME HIGH immediately following the most recent US Bank Crisis . 28 Jun 2023 18:18:34Aug 6, 2022 · Keith McCullough @KeithMcCullough. Per GS, this week's de-grossing (epic short covering) was the 2nd largest in the past 5 years The crowd is no longer hedged. On a day when 82% of stocks were down and macro tourists lost money jumping to snap judgments, Keith McCullough generated alpha by sticking to the process. Anyone buying narratives that the Fed was done raising rates got an education. Inflation remains a powerful factor, evidenced by the movement in bonds following Friday's jobs report. ...SECTORS: look at this and think about it for more time than it takes to look at a #MovingMonkey Peak Tilt for The Titanic . 29 May 2023 17:43:25Big Old Wall contra indicator heading into #Quad4 earnings pre announcement season . 11 Jun 2023 09:49:37Keith McCullough @KeithMcCullough The Contra Indicators continue to mount today > "We published our Soft Landing basket (GSXUSOFL) this morning" -The Goldman SachsWe would like to show you a description here but the site won't allow us.Hedgeye is a financial research firm that provides hedge fund quality analysis for all investors. It offers products such as Hedgeye TV, Market Insights, Edge and Hedgeye Risk Manager, but does not mention Keith McCullough or his Twitter account.May 23, 2023 · “RT @CodyBLister: @KeithMcCullough Oh, not Tom Lee... can't stand his incessant bullish babble. "Tom Lee said S&P 500 will be at 4800 by end…” #0DTE $SPY call buyers in trouble post 230PM matters #PayAttention. 28 Jun 2023 19:08:32We would like to show you a description here but the site won't allow us.Ahead of Wednesday's Fed decision to raise rates, Hedgeye CEO Keith McCullough and REITs analyst Rob Simone warn investors that continued inflation is going to be bad news for the real estate sector in this clip from The Call @ Hedgeye. "The water is going up over your head and not going down. There is no Fed pivot," McCullough says.Twitter has become an essential platform for businesses to engage with their customers. With over 330 million active users, it provides a unique opportunity to build brand awarenes...We would like to show you a description here but the site won't allow us.Twitter isn’t programmed to show any user the specific people looking at certain tweets. It is actually new for some other social sites to be programmed to show such information. T...In today's Early Look: "The Cycle Continues To Cycle" A) On a TRENDING basis (3 months or more), both US Consumption and Industrial Production data continues to slow towards new #Quad4 in Q2 Cycle Lows B) The Yield Curve (10yr minus 2yr) continues to re-invert to new #Quad4 in…~~~~~ hf3f8e3a 992bba08-8399-4bde-ab97-c1305e64876 SSR-I18N f2c6ac64-eb07-4bf8-bb18-52a36cf153b7 hf3f8e3a ~~~~~April 10, 2023 5:09 PM. Creatas Getty Images/Creatas RF. A Tacoma man who served as a motocross coach and sponsor was arrested and charged Monday with production of child pornography, according to ...In 2014, McCullough claimed 90% of his clientele was institutional traders.. so people that manage hedge funds and portfolios. One hedge fund called Griffin Asset Management set up a portfolio based on the alerts from Hedgeye. After a year the portfolio was shut down because the results were so bad.Hedgeye CEO Keith McCullough talks to Logan Ollivier at Magic 99.9 FM in Thunder Bay, Ontario about how twitter is changing the financial world."The latest "Fed Pivot" hopes are just reflating the inflation"If you think the 1st 10 mins of trading post this hike is going to explain the next 10 weeks, I want to play against you. 22 Mar 2023 18:10:50HIGH YIELD: did NOT care about the bear market squeeze/rally in profitless companies . 24 Jun 2022There's no liquidity in small/mid caps that are imploding... But #0DTE spec vol exploded to the upside intraday yesterday on the 420, 421, 422 strikes This is an outright mania at this pointThis year has been market mayhem... for many. FACT: Hedgeye CEO Keith McCullough began warning Hedgeye subscribers of an impending #Quad4 crash in September 2021.. What's #Quad4? It's the environment where economic growth and inflation are decelerating at the same time. Simply put, when #Quad4 hits, risk assets crash. WANT TO GET UP TO SPEED ON #QUAD4 CRASHES?See new Tweets. ConversationThere were many more guys trying to call for another bounce/squeeze than prior Real Bears are not herding animals . 07 Oct 2022 17:38:19We would like to show you a description here but the site won't allow us.Baffled by Fixation On Microsoft | $MSFT https://app.hedgeye.com/insights/133629-the-macro-show-with-keith-mcculough?type=macro%2Chedgeye-tv… via @hedgeyeUse TwitWipe, a free online service for deleting mass tweets at once without the need to download a program. You need an Internet-ready computer and your Twitter information to get...Thank you, can't tell how happy I am to be a subscriber, best return on investment anybody can make.See new Tweets. ConversationOn a day when 82% of stocks were down and macro tourists lost money jumping to snap judgments, Keith McCullough generated alpha by sticking to the process. Anyone buying narratives that the Fed was done raising rates got an education. Inflation remains a powerful factor, evidenced by the movement in bonds following Friday's jobs report. ...Oct 26, 2011, 2:09 PM PDT. CNBC's senior economics reporter Steve Liesman and Keith McCullough, the chief executive of Hedgeye Risk Management, have been going at it on Twitter this afternoon ...My chirp factor rising again. 23 Jan 2023 17:53:46For anyone still getting long at this point, @KeithMcCullough has one suggestion: "My longstanding recommendation is prayer. If you don't understand you're on the Titanic, and you have two hours left, then that's all I can do."Big Old Wall contra indicator heading into #Quad4 earnings pre announcement season . 11 Jun 2023 09:49:37In this Real Conversation, Keith McCullough will talk with the founders of three companies thriving in industries most investors would consider outside the box: diamonds, wine and farmland. ... Follow on Twitter. Vinovest website. Artem Milinchuk. Farmland has outperformed most major assets, including commercial real estate, for over 30 years. ...Our main conversation is with Hedgeye CEO Keith McCullough. Before building Hedgeye into a "no-excuses provider of real-time investment research and a premier online financial media company ...Watch on. In this 6-minute video, Hedgeye CEO Keith McCullough breaks down a time-efficient process to diversify your portfolio and take advantage of investment opportunities in all asset classes. After watching this video, if you'd like to receive Keith's long-only ETF portfolio, position-sizing insights, and asset allocation changes, try ...lol $amc $gme . 08 aug 2022NASDAQ: Phase III of The Bear Market obvious today, crashing to -28.4% from The Mother of All Bubble Peaks . 21 Feb 2023 21:01:50We would like to show you a description here but the site won't allow us.Oct 8, 2022 · At least he got a lifeline. I was impressed with your diligence, process and commitment and suggested if you applied it to sniffing out the inevitable massive rallies during Quad 4, Hedgeye would become priceless. Inside Hedgeye Risk Manager. Hedgeye Risk Manager provides comprehensive top-down and bottom-up macro and individual stock and ETF research. The product was tailor made for sophisticated professional investors and financials advisors to reflect our institutional research process. With Hedgeye Risk Manager, we synthesize the most important insights.We would like to show you a description here but the site won't allow us.See new Tweets. ConversationWe would like to show you a description here but the site won't allow us.Keith McCullough, CEO of Hedgeye Risk Management, expects higher inflation and slower growth, and warns of a stock-market crash. He shares his views on the Fed, gold, Japan, India, Brazil and energy stocks.In this conversation. Verified account Protected Tweets @; Suggested usersMay 27, 2023 · As Keith has said probably 100 times this year, wall st is in the business of selling you stock. Perfect execution on NVIDIAs part. Beautiful mark up and boom. Thank you for all you do coach enjoy the beautiful weather! "In today's Early Look: "The Fourth Turning Is Here" While last week's US economic data #slowing further into both The Fourth Turning and #Quad4 was largely ignored by mainstream media (the #2 and #4 ranked features in our 30-feature US GDP Nowcast, Industrial Production and…"Your specific feedback won't make me #GetBetter it's irrelevant Using the NASDAQ 100 y/y ROC of EPS is part of the #process So is measuring NASDAQ Composite's drawdown from peak cycle return Be careful what you chirp, it might remind everyone how much better YOU need to getWe would like to show you a description here but the site won't allow us."Sounds like you might be influenced. My players and Partners are not. Jay understood the context of my lite-hearted commentary"Below is investing insight and wit recently shared by Hedgeye CEO Keith McCullough on his Twitter feed. Latest Macro Insights 02/15/24 02:26 PM EST Cartoon of the Day: Woof 02/15/24 09:20 AM EST Multiple Jobholders Number Takes Nosedive 02/15/24 07:50 AM EST [FREE ACCESS] HedgAI Signals: 2/15/2024 (Long S&P, Energy, GBP/USD) 02/15/24 07:41 AM ESTThat's precisely how Hedgeye CEO Keith McCullough addressed investors who tuned into our webcast earlier this week. In particular, McCullough warned investors about "Quad 4" and the havoc it is wreaking (and will continue to inflict) on portfolios. After having been bullish on U.S. growth and stocks for the better part of the last two years ...What's Powell going to think about inflation re-accelerating in April? @federalreserve Give Wall Street what they're begging for and punish The People?We would like to show you a description here but the site won’t allow us. In this conversation. Verified account Protected Tweets @; Suggested users. We would like to show you a description here but tMcCullough: What Can You Own In Both Quad 3 & Quad 4? Keith For those of you who are new at this... 02 Jun 2023 13:41:06We would like to show you a description here but the site won’t allow us. "In today's Early Look: "Are You Feel McCullough expects the Nasdaq, junk bonds and Tesla to slide further as the Fed tightens into a Quad 4 slowdown. He is long gold, silver and defensive ETFs.See new Tweets. Conversation Subscribe to other Hedgeye Products Here:The Ma...
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