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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...

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Hedgeye

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144,107 просмотров • 1 год назад •via X (Twitter)

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Комментарии: 6

Фото профиля Layla Barber
Layla Barber1 год назад

@KeithMcCullough His stock market analysis is very accurate. I buy the same stocks as him every day and make a lot of money.（@Stock_godfather） 🚩 🌻 🌂 💼 🍂

Фото профиля Piper Swayze
Piper Swayze1 год назад

@KeithMcCullough This gentleman is great, really great. @Weijueye_888 🌸 👍 🍂

Фото профиля Acilay Corlu
Acilay Corlu1 год назад

@KeithMcCullough This gentleman is great, really great. @ppt7sctv 🎊 💼 🌈 🪐

Фото профиля WOLF
WOLF1 год назад

@KeithMcCullough Process is the root of success

Фото профиля Baldwin Virginia
Baldwin Virginia1 год назад

@KeithMcCullough His advice is great, listen to him. @Royccillssx 🌺🎉🌈🌻

Фото профиля Anka Ertas
Anka Ertas1 год назад

@KeithMcCullough This guy is awesome👍 @Adityafajarkus2🇺🇸 Everyone should follow him

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Avoid The Pain Trade ☠️ Every hedge fund (and trader) obviously wants to avoid the "pain trade." In this clip from The Macro Show, Hedgeye CEO Keith McCullough explains how his unique portfolio construction rules can accomplish that. "Generally speaking, with the Hedgeye longs and shorts, you're not [going to take the pain trade]," McCullough says. "How many hedge funds are going on CNBC or talking to the Wall Street Journal about getting long the United Arab Emirates, corn, and IVOL?” “Zero." * * * * * Ditch consensus and start building your portfolio like a pro by subscribing to The Macro Show: Download Keith's free 52-page eBook "Master the Market: A Hedge Fund Manager’s Guide to Process and Profit" ➡️
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Avoid The Pain Trade ☠️ Every hedge fund (and trader) obviously wants to avoid the "pain trade." In this clip from The Macro Show, Hedgeye CEO Keith McCullough explains how his unique portfolio construction rules can accomplish that. "Generally speaking, with the Hedgeye longs and shorts, you're not [going to take the pain trade]," McCullough says. "How many hedge funds are going on CNBC or talking to the Wall Street Journal about getting long the United Arab Emirates, corn, and IVOL?” “Zero." * * * * * Ditch consensus and start building your portfolio like a pro by subscribing to The Macro Show: Download Keith's free 52-page eBook "Master the Market: A Hedge Fund Manager’s Guide to Process and Profit" ➡️

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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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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: 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.

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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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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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‘Gargantuan’ Turn In US Small Business Data 📊🚀 The pulse of the U.S. economy just delivered a jolt of optimism. NFIB Small Business data released on Tuesday surged to its highest level in more than three years, marking a dramatic turnaround that has analysts and investors taking notice. In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the implications of this significant move and its potential to fuel an extended market bull run. "This is a very good leading indicator when you come out of the bottom," McCullough explains. "This is a gargantuan turn in small business. I can only go back so many times in my career and find something like this." * * * Get a free copy of Keith's new 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit":
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‘Gargantuan’ Turn In US Small Business Data 📊🚀 The pulse of the U.S. economy just delivered a jolt of optimism. NFIB Small Business data released on Tuesday surged to its highest level in more than three years, marking a dramatic turnaround that has analysts and investors taking notice. In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the implications of this significant move and its potential to fuel an extended market bull run. "This is a very good leading indicator when you come out of the bottom," McCullough explains. "This is a gargantuan turn in small business. I can only go back so many times in my career and find something like this." * * * Get a free copy of Keith's new 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit":

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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." ➡️
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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." ➡️

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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".
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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".

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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: 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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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"

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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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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: "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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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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60,199 просмотров • 1 год назад

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:

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