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Stamford, Connecticut
Joined January 2009
Pinned Tweet
There's blood in the water. $8 Trillion has been erased from the S&P 500 market cap this year Hedgeye CEO @KeithMcCullough began signaling the #Quad4 crash in Sep 2021 It's not a victory lap, it's helping people save money Read & watch how we did it 👇 bit.ly/3PwXm2A
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Hedgeye retweeted
The last time @RaoulGMI was on @HedgeyeTV (which was also the final time) he made some concerning comments about his asset allocation. Separately, as many of you know, we grew apart from @RealVision on ethical grounds related to Nefarious Dale. u.today/raoul-pal-claims-he-…
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Hedgeye retweeted
Gasoline inventories sitting -2.5 standard deviation below T5YR. Prices at the pump are unlikely to come down meaningfully anytime soon.
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Well Folks...I'm calling it. I've got a long needed vaca & after a business trip. I will still check in but I won't be as active for a bit. The end of the month is here so please remember to Donate. Have a great Holiday weekend @KeithMcCullough and @Hedgeye Nation!
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Hedgeye retweeted
That would be pretty incredible if true because the latest 4wk rolling figure they've published was around 4.5%.
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Hedgeye retweeted
FYI @HedgeyeFIG @KeithMcCullough @Mike_Taylor1972 @Hedgeye, Housing data from Coconut Grove (upper middle class Miami neighborhood) courtesy of @RileySmithGroup. Prices ⏫⏫⏫ Volume ⏬⏬⏬
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Caption #KlausSchwab Contest (Best response wins a Hedgeye hat)
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Coaching = #Education
COMING SOON: Big upgrade(s) to "Hedgeye University" featuring deep-dive coaching videos from our Risk-Manager-In-Chief @KeithMcCullough on how to level up your investing game, quizzes, and a whole lot more. Stay tuned... There's a better way.
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Cartoon of the Day: Outpacing app.hedgeye.com/feed_items/1…
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#HedgeyeNation Huge coaching notes in those last 2 RTAs ... be incremental #payattention Also: @Hedgeye @HedgeyeTV is there a link or replay of Mega Trends from today? Macro Pro subs get access or no? I can't find it anywhere...
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SUBS: refreshed Risk Ranges for $SPX and VIX in that last Real-Time (Coaching) Alert
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GIF
COMING SOON: Big upgrade(s) to "Hedgeye University" featuring deep-dive coaching videos from our Risk-Manager-In-Chief @KeithMcCullough on how to level up your investing game, quizzes, and a whole lot more. Stay tuned... There's a better way.
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Replying to @KeithMcCullough
Great information and my favorite Bob Rich cartoon to date!
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Hedgeye retweeted
@KeithMcCullough thanks for the Mega Market Trends coaching. Another great service from @hedgeye
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McCullough: Bear Markets Bounce On Low Volume "Yesterday was the 5th up-day in the last 15. Most of those were big % moves off the low-end of the RR. The characterization of a bear market is when there’s a bounce on decelerating volume” @KeithMcCullough app.hedgeye.com/feed_items/1…
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No one covers $UHAL so ill just broadcast this out - they missed my 4Q22 earnings estimate by -50% (!!!), DIY sales missed by -7% and products and services sales missed by -17%. Opex +$20mm (+3%) higher than I modeled. A mess. @Hedgeye @KeithMcCullough
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🚨 TODAY AT 11AM ET 🚨 Hedgeye CEO @KeithMcCullough is hosting Mega Market Trends for Hedgeye Risk Manager subs the quarterly investing webcast features our deep-dive macro deck + a full-on update on our Q2 Macro Calls. LIVE on @HedgeyeTV, see you there!
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replay will be available immediately following the broadcast for subs.
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Hedgeye retweeted
Confirmed the $XLV Quad 4 long based on Quad-Factor model, although estimate momentum is weak. $XHS neutral alongside a weak short $XHE, $XBI remains short in Quad 4. Comments from $THC and $ACHC yesterday support our (+) HC Macro outlook.
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"In fact, I would go so far as to say that this process has created the largest disconnect between stock prices and the intrinsic value of equities in history."
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