Hedgeye
@Hedgeye • 277,458 subscribers
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Get daily (buy low, sell high) signals 📈 for the most actively traded U.S. stocks with "Momentum Stock Tracker" Identify risks & opportunities trading: Microsoft (MSFT), Apple (AAPL), Google (GOOGL), Meta (META), Amazon (AMZN), Nvidia (NVDA), Tesla (TSLA) and Netflix (NFLX)
Hedgeye2,554,287 次观看 • 2 年前
GET FREE ACCESS | Top ETF Ideas to Start 2023, Market Forecast, and Alpha-Generating Macro Insight It's all included inside our essential Macro investing package—Hedge:IQ Only $299/year (55% savings) after your free 30-day trial (no credit card required, no strings attached).
Hedgeye2,524,437 次观看 • 3 年前
"There's fortunes to be made this year" 🔊 Mike Taylor Michael Taylor in conversation with Hedgeye CEO Keith McCullough. A differentiated perspective, clear thinking, and a track record of getting things early and right. There’s a reason Mike T is a fan favorite inside Hedgeye Nation. From single-stock setups to the reshaping of the global order, this conversation goes where others won’t. If you want to see what’s coming before it hits headlines, this is it. Replay now live →
Hedgeye444,489 次观看 • 7 个月前
See inside Hedgeye CEO Keith McCullough’s ETF portfolio with “Portfolio Solutions.” Get a weekly list of ETF tickers in Keith's personal trading account, ranked by position size, with insights on Keith's moves each week. Get access today and SAVE 50% on "Portfolio Solutions."
Hedgeye1,504,979 次观看 • 2 年前
🚨 New Product Alert: "Momentum Stock Tracker" Identifying risks & opportunities trading $MSFT, $AAPL, $GOOGL, $META, $AMZN, $NVDA, $TSLA & $NFLX 📈 (Buy Low, Sell High) Signals 📊 Key data to make informed trades 🔍 Analyst ratings, trends & insider activity Get access today.
Hedgeye1,376,643 次观看 • 2 年前
MCCULLOUGH: ‘This Is Not 2008, This Is Far More Dangerous’⚠️ 🔊 “2008 was a story about Wall Street leverage, bad behavior, frauds. This one is far more dangerous. This one is about Main Street 🏡 It’s about 50%, going on 60% - 70% of Americans not having any money left and needing government handouts increasingly to offset that pressure. Needing more credit cards 💳 more leverage. If you’re paying 22% on a credit card, think about where you must be financially. "Buy Now, Pay Later" (BNPL)? This is far more dangerous for far more people. This is a Main Street recession that we’re just entering. I don’t know how that’s going to end. I just know that Wall Street all agreeing to agree that this is going to be some 'soft' and beautiful landing because of 10 stocks is dead wrong.” -Keith McCullough on "The Macro Show" this morning Watch the full clip:
Hedgeye1,057,303 次观看 • 2 年前
🚨 MUST-WATCH | Judy Shelton on HedgeyeTV 🔊 Renowned monetary economist and author Judy Shelton discussed US dollar destruction, the ongoing erosion of Americans' purchasing power, the Fed's terrible history on inflation, and other critical economic issues in a new conversation with Hedgeye CEO Keith McCullough packed with powerful insights and truth bombs. "I view money as a moral contract between citizens and the government. And I think it's incumbent on the government to provide a meaningful unit of account and a dependable store of value," said Shelton. Her latest book, "Good as Gold: How to Unleash the Power of Sound Money," lays out her vision for restoring economic stability. You can watch their full conversation below.
Hedgeye667,983 次观看 • 2 年前
Lunch Break with Keith McCullough and Steve Hanke 0:00 Money Doctor Steve Hanke on Why Japan's Monetary Policy Is Actually Tight, Not Loose 3:24 Why the Japanese Yen Is Tanking 6:00 Scott Bessent as "The Big Player" with No P&L, No Constraints & No Rules 9:38 Republicans Decry Socialism While Nationalizing 30 Companies 12:14 Why the Democratic Socialists Are Winning 14:38 The 1890s Russian Ruble: What Manipulation Actually Delivers 16:33 Bessent's Power Move Over the Fed and the Bipartisan Interventionism
Hedgeye42,012 次观看 • 1 个月前
“People stop listening when you show them the math.” Rick Rule breaks down the arithmetic behind U.S. debt, deficits and declining purchasing power — and why investors who ignore the numbers may pay the price. A must-watch conversation with Keith McCullough. Watch the full webcast for FREE here:
Hedgeye16,729 次观看 • 12 天前
The Three Tailwinds Nobody's Pricing Into Nvidia 🔊 On Monday's edition of The Macro Show, Director of Research Daryl Jones Jonesy and $HGRO Portfolio Manager Sam Rahman Sam Rahman explained how a PM actually positions into a print like Nvidia's, $NVDA. As Rahman noted, he owns both Nvidia and Marvell, $MRVL — the only two semis currently on the signal strength list — but keeps his active Nvidia position small, with far bigger active weights in software names like Amazon, $AMZN and Microsoft, $MSFT. His approach into big benchmark events is not to overthink the positioning, because get on the wrong side of the news flow and you can get hurt badly. The number that frames the quarter, Rahman explained, is that Nvidia's data-center business has the potential to nearly double year-over-year, an extraordinary feat for a company its size: "Think about the size of this company doubling its core sales line year over year." Beyond the print, he flagged three tailwinds: 1. The transition from Blackwell to the faster, more efficient Vera Rubin chip, with hyperscaler orders already landing. 2. SpaceX emerging as a large, genuinely incremental new buyer of data-center infrastructure post-IPO. 3. A roughly 15% price increase on chips and servers next year, driven by memory-chip inflation, that flows straight to revenue. Subscribe to The Macro Show for daily market analysis you won't find anywhere else:
Hedgeye13,455 次观看 • 15 天前
McCullough: No Recession—Rates Don’t Lie Markets can’t hide from the signals embedded in interest rates. 🔊 In this clip from The Macro Show, Hedgeye CEO Keith McCullough unpacks critical signals across the curve—each pointing to the same conclusion: the U.S. economy is accelerating. There’s no recession in sight. "We positioned for Quad 4 from February all the way to April. The Street started talking about a U.S. recession pending, which we did not," McCullough says. "Instead of entering a recession...credit risk continued to go down." That’s the key. While headlines warned of a slowdown, rates told a different story of acceleration, not recession. The yield curve steepened, credit spreads tightened—clear signals of a shifting market structure aligned with a strengthening economy. “We have a process to signal a recession…that is not it,” McCullough explains. “Paying attention to interest rates not only across the curve, inside of the shape of the curve—we’re long a steepener. I was adding to that on Friday too." Stay on top of the real macro signals by subscribing to "The Macro Show".
Hedgeye227,200 次观看 • 1 年前
