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$CCL (hard down off highs -7%) TODAY Management transitioned from “everything is awesome!” to “CAUTIOUS!” We predicted exactly THIS on Hedgeye with Keith McCullough (Hedgeye is winning)

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Michael Taylor

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62,628 просмотров • 7 месяцев назад •via X (Twitter)

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When Will MSM Tell the Truth on Food Inflation? 🍳 🔊 Prices for U.S. consumers continue to rise, with the cost of eggs in particular skyrocketing over 7% in the last day alone and 12% over the last month. While the mainstream media was quick to report on (imaginary) improved prices for the cost of Thanksgiving dinner, they're predictably silent on this topic. "When people go to the store, they actually notice these things," Hedgeye CEO Keith McCullough explains in the clip below from "The Macro Show." * * * * * Tired of the MSM BS? We are too. Stay ahead of market moves with "The Macro Show" hosted weekday mornings by Keith McCullough. Get daily, actionable insights from a top Wall Street veteran, guiding you through important macro trends and portfolio risk management. Your edge starts here:

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McCullough: "Inflation Should Be Your #1 Bet" 🔊 If you're new to investing, here’s something you won’t hear on CNBC: The smartest thing you can do right now is get long inflation. At Hedgeye, rising inflation is a key feature of Quad 3—an environment where inflation accelerates while economic growth slows. In this setup, traditional growth stocks often struggle while real assets and commodities outperform. This isn’t about guessing—it’s about stacking the odds in your favor. Hedgeye CEO Keith McCullough put it best: “We’re counting cards. We’re watching blackjack odds. We’re just trying to up the probability… In a world where you really want certainty and you're not going to get it, you're going to get probability, which is different.” Inflation is here. If your portfolio isn’t already aligned, you’re betting against the highest-probability setup on the board. Subscribe to The Call @ Hedgeye to follow the data and stay aligned with the dominant Quad.

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💰ICYMI: Six Hedgeye analysts shared their top stock ideas with Hedgeye CEO Keith McCullough during our popular webcast "The Pitch" yesterday. You can watch it on-demand free: 🔊 “This is a consumer brand that has better growth potential than any I’ve seen in my career.” – Brian McGough, Brian McGough analyst on long Warby Parker $WRBY “This is a mature software company that’s barely earning its cost of capital.” – Andrew Freedman, Andrew Freedman, CFA 🦅 analyst on short Informatica $INFA “This is a conservative double, if not a triple, by 2027.” – Bennett Cheer, Hedgeye Restaurants Bennett Cheer analyst on long Papa John's $PZZA “This is a one-hit-wonder company likely heading close to zero.” – Emily Evans, Emily Evans Health Policy analyst on short Moderna mRNA “Coinbase is leading the adoption of digital assets and stands to benefit massively.” – Ishmael Asad, Hedgeye Digital Assets analyst on long Coinbase $COIN “This is one of the best-run natural gas operators, with a clear path to growth.” – Fernando Valle, Fernando Valle, CFA analyst on long Range Resources $RRC *****Watch the full webcast free on-demand:

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McCullough: The Most Bullish Pivot Since 2020 Is Already Underway 🔊 Babe, wake up...The Quad Countdown is in motion. “The most important thing is getting the direction right… This is the most bullish pivot — Quad 3, 2, 1," explains Hedgeye CEO Keith McCullough. "By the time you get to 1, you’ve already missed it" As the data keeps surprising to the upside, it’s reinforcing the self-feeding loop that drives Quad 1 momentum higher. All eyes are on Friday’s delayed CPI number— the next key print for Wall Street. Subscribe to The Macro Show for insights you won’t find anywhere else.

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