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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 次观看 • 8 个月前 •via X (Twitter)

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WATCH | The "Float" Game in Crypto Is Similar to Equities 🪙 Avalanche Avalanche🔺 Chief Strategy Officer Luigi D'Onorio DeMeo breaks down how "The Game" is played with Hedgeye CEO Keith McCullough 🔊 Watch the interview free on-demand:

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Is Anthropic’s Claude a Bigger Risk to Microsoft Than Investors Think? ⚠️ Software analyst Oliver Richardson Oliver Richardson and Global Technology analyst Felix Wang Felix Wang, CFA debate whether Anthropic’s newly announced Claude update along with the broader rise of AI agents, could create meaningful pressure on Microsoft. Hedgeye CEO Keith McCullough weighs in and reiterates his bearish signal on shares of $MSFT. ***This clip is from "The Call @ Hedgeye"
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Is Anthropic’s Claude a Bigger Risk to Microsoft Than Investors Think? ⚠️ Software analyst Oliver Richardson Oliver Richardson and Global Technology analyst Felix Wang Felix Wang, CFA debate whether Anthropic’s newly announced Claude update along with the broader rise of AI agents, could create meaningful pressure on Microsoft. Hedgeye CEO Keith McCullough weighs in and reiterates his bearish signal on shares of $MSFT. ***This clip is from "The Call @ Hedgeye"

Hedgeye

10,437 次观看 • 4 个月前

McCullough: Process > Predictions In this clip from "The Macro Show," Hedgeye CEO Keith McCullough explains a core truth about Wall Street—and what makes Hedgeye different. 🔊 While traditional Wall Street thrives on making predictions, flashy “calls” and selling narratives, Hedgeye is built around a repeatable, risk-managed process. Keith explains why theories, fads and predictions come and go, but a disciplined approach delivers consistent results—particularly when markets get tough. We’re not in the business of hype at Hedgeye. We’re in the business of helping investors protect and compound their capital. That’s the power of process. We invite you to join us:
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McCullough: Process > Predictions In this clip from "The Macro Show," Hedgeye CEO Keith McCullough explains a core truth about Wall Street—and what makes Hedgeye different. 🔊 While traditional Wall Street thrives on making predictions, flashy “calls” and selling narratives, Hedgeye is built around a repeatable, risk-managed process. Keith explains why theories, fads and predictions come and go, but a disciplined approach delivers consistent results—particularly when markets get tough. We’re not in the business of hype at Hedgeye. We’re in the business of helping investors protect and compound their capital. That’s the power of process. We invite you to join us:

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144,107 次观看 • 1 年前

Short $META: Hedgeye Analyst Andrew Freedman Nails It In today’s edition of The Call @ Hedgeye, Communications analyst Andrew Freedman, CFA 🦅 and Hedgeye CEO Keith McCullough recap Freedman’s short $META call made on Monday before the company crashed nearly 15% after yesterday’s earnings report. “A lot of bullish investors are saying ‘buy the dip, this is an opportunity,’ but, if this plays out like we expect, that’s going to be a mistake,” said Freedman. “The next move if you’re long $META is to sell it,” added McCullough. “It’s not to rationalize it on valuation.” Click to watch the full breakdown:
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Short $META: Hedgeye Analyst Andrew Freedman Nails It In today’s edition of The Call @ Hedgeye, Communications analyst Andrew Freedman, CFA 🦅 and Hedgeye CEO Keith McCullough recap Freedman’s short $META call made on Monday before the company crashed nearly 15% after yesterday’s earnings report. “A lot of bullish investors are saying ‘buy the dip, this is an opportunity,’ but, if this plays out like we expect, that’s going to be a mistake,” said Freedman. “The next move if you’re long $META is to sell it,” added McCullough. “It’s not to rationalize it on valuation.” Click to watch the full breakdown:

Hedgeye

190,594 次观看 • 2 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 →
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"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 →

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444,489 次观看 • 6 个月前

McCullough: Fed’s Powell Remains ‘Full of Sh*t’ 🔊 "How about them eggs? You been paying a lot for eggs?" 🍳 asks Hedgeye CEO Keith McCullough in this clip from “The Macro Show” this morning. It's become blatantly obvious that the Fed is either ignorant or outright lying about inflation. "[Powell] is full of sh*t," McCullough says. "It's getting worse. It's more of a clown show than it's ever been. And we know what to do with it: front-run the next print." * * * * * If you're new to Hedgeye, make sure to download our Founder & CEO Keith McCullough's new eBook "Master The Market: A Hedge Fund Manager’s Guide to Process and Profit" It's free here:
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McCullough: Fed’s Powell Remains ‘Full of Sh*t’ 🔊 "How about them eggs? You been paying a lot for eggs?" 🍳 asks Hedgeye CEO Keith McCullough in this clip from “The Macro Show” this morning. It's become blatantly obvious that the Fed is either ignorant or outright lying about inflation. "[Powell] is full of sh*t," McCullough says. "It's getting worse. It's more of a clown show than it's ever been. And we know what to do with it: front-run the next print." * * * * * If you're new to Hedgeye, make sure to download our Founder & CEO Keith McCullough's new eBook "Master The Market: A Hedge Fund Manager’s Guide to Process and Profit" It's free here:

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43,065 次观看 • 1 年前

ONE MONTH BEFORE THE SHIT HIT THE FAN (10/11/22) Marc Cohodes warns about $FTX & SBF to Keith McCullough "Nothing here fits. Everything reads like it's a complete scam. This thing is dirty and rotten to the core."
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ONE MONTH BEFORE THE SHIT HIT THE FAN (10/11/22) Marc Cohodes warns about $FTX & SBF to Keith McCullough "Nothing here fits. Everything reads like it's a complete scam. This thing is dirty and rotten to the core."

Hedgeye

80,126 次观看 • 6 个月前

McCullough: How We Nailed Dr. Copper (And Why You Shouldn't Chase) The Hedgeye process had our subscribers prepared ahead of Copper's $CPER surge to all-time highs on Wednesday. "The AI signal, the fractal patterns, that we have embedded in our process certainly saw this coming," Hedgeye CEO Keith McCullough says. Now, what do we do with an all-time-high? A: You do NOT chase it. You sell SOME, lock in some gains, and use those funds to buy something else. "These aren't 'calls.' These are executions of the process." "And if you sell some, you could buy something like uranium. They're both things that are in the same inflation category. One is for sale, the other is overbought." Don't chase the rip after the headlines. Follow the Hedgeye process and subscribe to The Macro Show.
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McCullough: How We Nailed Dr. Copper (And Why You Shouldn't Chase) The Hedgeye process had our subscribers prepared ahead of Copper's $CPER surge to all-time highs on Wednesday. "The AI signal, the fractal patterns, that we have embedded in our process certainly saw this coming," Hedgeye CEO Keith McCullough says. Now, what do we do with an all-time-high? A: You do NOT chase it. You sell SOME, lock in some gains, and use those funds to buy something else. "These aren't 'calls.' These are executions of the process." "And if you sell some, you could buy something like uranium. They're both things that are in the same inflation category. One is for sale, the other is overbought." Don't chase the rip after the headlines. Follow the Hedgeye process and subscribe to The Macro Show.

Hedgeye

41,316 次观看 • 1 年前

McCullough: ‘Bitcoin May Be Bottoming’ 📉 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the latest market signals pointing to a potential bottom in Bitcoin after its drawdown from $125,000. Keith explains how Hedgeye’s quantitative risk management process has navigated every major move along the way – the drawdowns, the reversals, and the emerging signs of a regime shift. “So, if you want to go through how things stop signaling Quad 4, look at the worst place it's been Quad 4, which is of course Bitcoin,” McCullough says. Stay ahead of the next big move. Follow all of Keith’s signals with a subscription to "The Macro Show." ➡️
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McCullough: ‘Bitcoin May Be Bottoming’ 📉 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the latest market signals pointing to a potential bottom in Bitcoin after its drawdown from $125,000. Keith explains how Hedgeye’s quantitative risk management process has navigated every major move along the way – the drawdowns, the reversals, and the emerging signs of a regime shift. “So, if you want to go through how things stop signaling Quad 4, look at the worst place it's been Quad 4, which is of course Bitcoin,” McCullough says. Stay ahead of the next big move. Follow all of Keith’s signals with a subscription to "The Macro Show." ➡️

Hedgeye

57,397 次观看 • 8 个月前

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: 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 👉

Hedgeye

46,130 次观看 • 1 年前

‘The Story vs. The Signal’: McGough + McCullough Discuss Beyond $BYON After Brian McGough's conversation with Beyond Executive Chairman Marcus Lemonis in Friday's exclusive Hedgeye webcast, Hedgeye's Retail analyst is moving $BYON to the top of his “Best Idea” Long list. “You didn’t miss [the stock move] because it’s going to double from here, and I think next year it’s going to double again,” Brian McGough explained today on The Call @ Hedgeye. Keith McCullough warns investors to temper expectations and stick to the process. “It can easily go [down] to $30 by the end of the week, then you can buy it there, which is the low end of the range,” added Hedgeye's CEO. “Right when you think it’s never going to go down, it will.” ▶️Watch the full clip:
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‘The Story vs. The Signal’: McGough + McCullough Discuss Beyond $BYON After Brian McGough's conversation with Beyond Executive Chairman Marcus Lemonis in Friday's exclusive Hedgeye webcast, Hedgeye's Retail analyst is moving $BYON to the top of his “Best Idea” Long list. “You didn’t miss [the stock move] because it’s going to double from here, and I think next year it’s going to double again,” Brian McGough explained today on The Call @ Hedgeye. Keith McCullough warns investors to temper expectations and stick to the process. “It can easily go [down] to $30 by the end of the week, then you can buy it there, which is the low end of the range,” added Hedgeye's CEO. “Right when you think it’s never going to go down, it will.” ▶️Watch the full clip:

Hedgeye

11,480 次观看 • 2 年前

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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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:

Hedgeye

13,872 次观看 • 6 个月前

🚨 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.
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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 [email protected].

Hedgeye

38,778 次观看 • 7 个月前

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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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:

Hedgeye

37,917 次观看 • 1 年前

MCCULLOUGH: Sizing Your Positions Correctly Is Mission Critical 🔊 Picture this. You wake up and check your portfolio. A position you own is down 3% in pre-market moves. Are you panicking? Are you overwhelmed by your feelings? As Hedgeye CEO Keith McCullough explains in this clip from "The Macro Show," you wouldn't be freaking out if you size your positions properly. "If you're on tilt, it's probably because your position sizing is too big and you're not diversified enough," McCullough says. "You have to fix that." Watch this full clip for an important lesson on how Keith sizes positions in his portfolio - using our current exposure to energy as an example - so you can fade your feelings too. * * * 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: Sizing Your Positions Correctly Is Mission Critical 🔊 Picture this. You wake up and check your portfolio. A position you own is down 3% in pre-market moves. Are you panicking? Are you overwhelmed by your feelings? As Hedgeye CEO Keith McCullough explains in this clip from "The Macro Show," you wouldn't be freaking out if you size your positions properly. "If you're on tilt, it's probably because your position sizing is too big and you're not diversified enough," McCullough says. "You have to fix that." Watch this full clip for an important lesson on how Keith sizes positions in his portfolio - using our current exposure to energy as an example - so you can fade your feelings too. * * * Get daily, actionable insights from a top Wall Street veteran, guiding you through important macro trends and portfolio risk management. Your edge starts here:

Hedgeye

54,174 次观看 • 1 年前

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.
2:52

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.

Hedgeye

60,199 次观看 • 1 年前

💰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:
1:02

💰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:

Hedgeye

34,372 次观看 • 1 年前

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.
3:13

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.

Hedgeye

17,691 次观看 • 10 个月前