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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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McCullough: U.S. Dollar Weakness Could Trigger Market Correlation Risk 💰 Hedgeye CEO Keith McCullough flagged a growing divide between the U.S. Dollar and the S&P 500, gold, and more in this important clip from Thursday’s edition of "The Macro Show." 🔊 With Hedgeye forecasts calling for a renewed rise in inflation starting in March, McCullough reminds investors to keep a close eye on how the dollar behaves in relation to markets and other assets. “If you thought we had inflation accelerating before with a strong dollar, wait until you see what happens when the dollar breaks down and continues to break down,” McCullough says. “It shouldn’t be unnoticed or unsaid that my signal got me out of the U.S. dollar weeks ago and got me into the [Japanese] Yen.” * * * * * Unlock Keith McCullough’s ultimate guide to investing with "Master The Market: A Hedge Fund Manager’s Guide to Process and Profit." Download this FREE 52-page eBook now 👉

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McCullough: Bitcoin Doesn’t Care About Your Cost Basis 🔊 Hedgeye CEO Keith McCullough made it clear this week: when downside accelerates, the market isn’t debating your cost basis or favorite “support level.” In fact, “the situation is accelerating at an accelerating rate,” explains McCullough. That’s why we focus on the rate of change, especially the volatility of volatility. “The volatility of volatility is going to get you to the right answer faster than the crowd.” Get Keith's quantitative Risk Range™ Signals and daily analysis on Bitcoin, Ethereum, Solana, and more, with our $BTC Trend Tracker: And for risk management insights you won’t get anywhere else, subscribe to The Macro Show:

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🚨 The Fourth Turning Portfolio: How to Invest Through Today’s Chaos with the New HEFT ETF America is in a period of disorder that renowned demographer and bestselling author Neil Howe Neil Howe has spent decades forecasting. In this new "Real Conversation," Hedgeye CEO Keith McCullough sits down with Howe and his Hedgeye Asset Management Hedgeye Asset Management co-portfolio manager R. Patrick Kent R. Patrick Kent (RPK) to explain what today’s chaotic environment means for investors—and why they launched the Hedgeye Fourth Turning ETF $HEFT. Howe outlines the defining forces driving the Fourth Turning: polarization, institutional breakdown, geopolitical tension, and mounting economic strain. Neil and RPK connect these generational dynamics directly to today’s market landscape, detailing the sectors, themes, and types of companies they believe are positioned to benefit as this cycle intensifies. They also walk through the key stock ideas and industry groups shaping HEFT’s construction—grounded in a disciplined, rules-based investment process. If you want to understand the era we’ve entered—and how to position capital with clarity and conviction through the turbulence—this is a conversation you don’t want to miss. ***To learn more about Hedgeye Asset Management please visit or email info@hedgeyeam.com.

🚨 The Fourth Turning Portfolio: How to Invest Through Today’s Chaos with the New HEFT ETF America is in a period of disorder that renowned demographer and bestselling author Neil Howe Neil Howe has spent decades forecasting. In this new "Real Conversation," Hedgeye CEO Keith McCullough sits down with Howe and his Hedgeye Asset Management Hedgeye Asset Management co-portfolio manager R. Patrick Kent R. Patrick Kent (RPK) to explain what today’s chaotic environment means for investors—and why they launched the Hedgeye Fourth Turning ETF $HEFT. Howe outlines the defining forces driving the Fourth Turning: polarization, institutional breakdown, geopolitical tension, and mounting economic strain. Neil and RPK connect these generational dynamics directly to today’s market landscape, detailing the sectors, themes, and types of companies they believe are positioned to benefit as this cycle intensifies. They also walk through the key stock ideas and industry groups shaping HEFT’s construction—grounded in a disciplined, rules-based investment process. If you want to understand the era we’ve entered—and how to position capital with clarity and conviction through the turbulence—this is a conversation you don’t want to miss. ***To learn more about Hedgeye Asset Management please visit or email [email protected].

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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:

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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