Quad/Vasp Addict
@DataProbability
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Following
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Statuses
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#HedgeyeJediKnight ; Registered Investment Advisor; Using Hedgeye Investment Research to invest for clients. Nothing I say on Twitter is Investment Advice.
Southern CA
Joined January 2014
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@DanielDiMartino
@JMilei
Dude this is awesome!!! I ve been buying the etf!!!! Bullish trade trend for the fam…are you ddb kin???? Or related???
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@KeithMcCullough
You know coach it is shocking how many people have no idea what is going on...most people just look at what's in front of them and say oh my 401k is long term...we are heading into the tsunami and I feel outside of Hedgeye Nation nobody understands...
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Bro, you are an inspiration…what a journey and I am traveling with you…the fun is only beginning… my mom and grandma is from El Salvador… let’s all continue the fight!!!
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@Mike_Taylor1972
People who don’t listen to mr troglodyte talk don’t understand what he means…the redemptions begin…the most owned stock is in an earnings decel…gameover…mr t and hedgeye called in nov 21
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@GRomePow
Great for the American people that have to deal with inflation so the banks can still eat their expensive steaks…it’s fucked…make them feel Americans pain for once…cancel the country club
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Living life away from computer…let that sunshine hit you face and realize the game you want to play!!!
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#hedgeyenation
Hey everyone, got exciting news...my baby boy Caynan was born 10.14.22 and we brought him home yesterday...first night was not easy...leaning on the Jedi's the next few weeks to point out some similar sets while I am adjusting to work newborn normal life..
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@KeithMcCullough
I'm extremely thankful that I actually know what's going on this time..no other research firms provide such clarity especially a manipulated artificial environment.the macro data & price action are only diverged for so long....
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@mablum
@KeithMcCullough
My wife typically despises financial firms but when she went to the Los Angeles regional with me (at 8 months pregnant) she was like why are all these people awesome...It was a breathe of fresh air for her and me...Anyone who worked on Old Wall can appreciate Hedgeye...
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@unusual_whales
May he lose his license over representing an unregistered ponzi scheme...SEC make him an example to warn future ponzie fraudalent pumpers the consequences of such actions...just because you have money should not allow one to break the law and get away with it...
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@KeithMcCullough
A lot of retired veterans in
#hedgeyenation
tells you something!!!! Moral compass of hedgeye is the foundation as well as starting with preserving and protecting your hard earned capital…starts at the top!!!
#leadershipiseverything
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@rondyer1
@HedgeyeRJM
@KeithMcCullough
Set up a list and only follow Hedgeye...I have a list...it is extremely helpful...the noise is ridicolous...No one touches
@hedgeye
on data, signal, process...
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@KeithMcCullough
@Hedgeye
David gave Hedgeyenation a gift with his Investment Policy statement outline...Real Investors have a policy...this 100% return trades are for the degenerate gambler...people with real money manage risk...And understand Compounding your Hard Earned Capital..One day at a time...
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@HedgeyeDJ
The core use of Bitcoin was to prove that Proof of Work cryptography is the
#1
way to secure an open source network...It is the first proven case and most secure network in the world and decentralized in that one person can't turn off the network...
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@Hedgeye
Crude was at $80 when this was filmed...Wow...Yeah....but it takes oil to manufacture renewables...
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@KeithMcCullough
My new goal is to be a combination of the muka; David; and gio…many in the nation thank you for showing us a better way not just by investing but living a principled life of integrity you are a leader that we need during the 4th turning…thank you for being you!!!
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@Hedgeye
So we are back to square one after the stimulus...So now we go where we were supposed to in March 2020?
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@WallStreetSilv
Cut back eating out…drive thru Starbucks in n out shopping clothes…getting clothes to canceling protein waffles raspberries protein chobani also vitamin gummies im a freak…
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@HedgeyeDJ
I love the close your eyes don't look at markets...and buy and a year from now you will be up remarks from the people who told you to keep buying at the top...Hedgeye is the only firm that told you growth was slowing and to de risk 6 months ago...Thank you...
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When your gone Coach
@KeithMcCullough
I hear you in my thoughts, my subconcious mind; Marc stick to your process...don't chase...be robotic...incrementally +/-..Thank you for teaching me the best risk management investing process...many don't publicly acknowledge you but I do...
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Date night last night then golfing today way to close out an active week of risk managing the portfolio!!!! Have a blessed weekend!!!!
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FYI I got approval last night to go to Dallas for
@Hedgeye
Regional from Wifey...Will leave my newborn boy, but she knows how excited I am to be with the tribe...Can't wait
#hedgeyenation
...LA was amazing expecting the same...Recommend anyone to attend...can't wait to connect
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This is how you feel every morning adherring to the Hedgeye Risk Management Process....just amazing trading vol and understanding which direction is the trend...we get a roadmap every morning...Thanks
@KeithMcCullough
for not keeping this internally for the elite!!!!
@Hedgeye
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I need the mucker just as is..all these other choir boys are the first ones to stab you in the back...Mucker is authentic...That's why I subscribe...And he makes us money....Stay true my friend it's a joy and privledge to be able to hear you preach..Thank you
@KeithMcCullough
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@McGroartyRobert
@KeithMcCullough
listen and you can tell someone trying to risk manage an asset and someone trying to sell you an asset...Everyday nuggets to live by....The best coach on the planet
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@Hedgeye
@HedgeyeChina
@KeithMcCullough
Felix we love you man...you got us out...and have crushed it...great opportunities come from disastorous conditions....the whole nation is with you
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I believe hedgeye nation is the closest we have ever been…some jumped of the train others followed the vasp and the rules of the process in 23’ ; saw the data…I have matured & grown so much in the past 4 years!!! Upwards & onwards to all the grit grinders of hedgeye nation!!!!
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Hey everyone, Just subscribed to
@HedgeyeChina
China pro product...Best equity long for now and forseable future...thanks to notebook review crew pushing me over the edge...I need my China Coach...
@McGroartyRobert
@trendwhizo
@GavinGewecke
@Hedgeye
Lets gooooo!!!
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@unusual_whales
They are skitzo with their messaging...depending on how they "feel" data will set you free
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@HedgeyeRJM
@KeithMcCullough
@Twitter
@TwitterSpaces
Some people will complain the ball wasn’t thrown perfectly at the chest others will apologize for not catching the ball far left of its catchable. Some people will never be successful…flexibility is necessary to win at life…
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@Caffein81777511
@KeithMcCullough
I have blocked him…but taking credit
@for
another man’s invention is as fraudulent as it comes…these scammers on social media need to leave..the law has been decided..he s done…
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@KeithMcCullough
Cocky = Confidence....Who the fuck follows a wimp...Coach is first to charge the hill
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@FourteenEcho
@his_eminence_j
@bgnurick
@Hedgeye
@KeithMcCullough
We must preserve and protect our coach who continously makes us money day in day out...consistently providing a better life for our families...I would never socially engage with anyone who does not see what this Mucker has done for the retail investing community...He is the GOAT
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This Macro Show this AM is why I subscribe and follow
@KeithMcCullough
with a passion...this man is fed up of the shite and hard working people losing capital to the Wapners of the world...I am aligned with this man
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@KeithMcCullough
Coach I am aligned with you....It must be war as those that are frauds must be in cages so they can no longer hurt our innocent family and friends....I will charge the hill with you any day of the week....Just send the signal!!!!!!!!!!
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@AlderLaneEggs
@tZERO
securitization of everything...public record...transparent...military grade security...real time settlement...24/7...a lot to like....
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@oneputt2win
@KeithMcCullough
@Hedgeye
Best thing I did was block everyone else out and solely focused on Hedgeye as my research team...best advice I'd give myself two years ago
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@unusual_whales
There’s the pump…
@SECGov
look at every political official who bought calls in size
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Doing some Sat Catchup...
@DiMartinoBooth
brought the heat as usual...Best Fed Commentator in the biz...extremely relevant and will provide alpha to the portfolio...Must watch Television...
#HedgeyeNation
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Happy Easter you filthy animals….higher for longer…gdp…1st quarter earnings!!!! Better enjoy the bunny with eggs if your a permanent bull storyteller
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10 years with this beautiful smart ambitious lady!!!! Wouldn’t change a thing because life is exactly where we want to be!!! L’chaim!!!
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Finally got to listen to
@nancy__davis
&
@KeithMcCullough
Real Conversation....this is Fire...Thank you Nancy for coming on...You are very impressive and I learned a ton...Will be a buyer of IVOL...
#HedgeyeNation
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@davidlin_TV
because the government is spending and that inflates asset prices...wealthy people benefit plus take advantage of distressed assets due to high interest rates...They will continue to buy top notch real estate property and keep them empty...The American Dream
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@vector64Stocks
@KeithMcCullough
Hedgeye is completley different they literally try and make you money or set you up to make money every day...unbelievable...
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@KeithMcCullough
@OtherSide_AM
The macro show this am is why I am a Jedi knight…I and many are with reality truths and I am refusing to get sucked in to the bonus incentive long only Wall Street promoters…I have never seen the markets and real economy this clear…thank you
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@DavTiberius
@KeithMcCullough
I feel blessed to wake up every morning knowing I don’t have all the answers and enjoy learning….that to me is a life long journey of excitement…and why I like mukker because he is continuously trying to better himself/process giving us alpha daily
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@KeithMcCullough
My dad yesterday said Look most guys have worked their whole lives for their stash...they just want to preserve it and grow it a little...the last thing they want is to have a 20% or 10% drawdown...And all those big shots are full of shit...Son always stash the cash!!!!!
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@HedgeyeREITs
@Hedgeye
I remember your sept 22’ presentation on mpw in Los Angeles happy that everything you said then has come true…which means ending result is in sight!!!! You have set a high standard for analysts across the globe
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@McGroartyRobert
@Mike_Taylor1972
@nancy__davis
@profplum99
@pulte
@AlderLaneEggs
@GuyAdami
Dude, just listening...is Mike T the most interesting man in the world????
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@unusual_whales
Damn guess the people don't like the government owning half their stock market...
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@HedgeyeREITs
@x2da4
@BagholderQuotes
@KeithMcCullough
I am happy when the whole investment research firms have given up on short calls that you and Hedgeye are calling out frauds...And finally SEC and regulators doing something about it...As a society we can not tolerate unlawful greedy pricks...
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Barely slept but waking up to alpha and coach telling me what I heard in my thoughts Monday-Tuesday…Caynan young Jedi in the making
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@Caffein81777511
@KeithMcCullough
Keith brings out the competitor in me...gets the blood going...It's great to trade w/ the nation...It's like making the league...calling out frauds/fakes is the mentality of a short seller & great bottom up analysts...why would it be different in investment research...
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@HedgeyeTech
This is hard to process...not because I knew Todd extremely well outside of tuning in everyday to the call for 3 years and meeting this tall handsome happy guy in Dallas Texas at a regional...Its hard for me because I keep thinking of all of you and what you are going through
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@KeithMcCullough
They need to open the show with a disclaimer stating that Jim is a fictional muppet who pumps stocks for the highest bidder and a warning that if you take advice you will most likely be the bag holder and exit liquidity...
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@KeithMcCullough
@Hedgeye
The rest of the media is like watching lemmings fall to their death off a cliff....Coach you and Hedgeye are a breathe of fresh air...continue providing the conflict free research for us Jedi's looking forward to the next 20 years of alpha...
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@KeithMcCullough
I am watching the Macro Show and Keith might be one of the funniest intelligent person on TV...Must watch TV...the "META"
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The coaching is why I am here...I strive to be the best...If you want to be the best you need to hire the best coach...
@KeithMcCullough
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@KeithMcCullough
Nobody can touch coach on the daily grind...show me anyone even close to the daily update who shares views openly with subscribers...And also has a team chime in on perspectives throughout the day...quite remarkable organization...
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@HedgeyeRJM
@Mike_Taylor1972
@KeithMcCullough
The process has been making me money since April of 2020...I was a panicked tourist in 2018 and 2020 because I believed in narrative storytellers...I am prepared and executing everyday...Fear is for the weak!!!!!!!!!!!!
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@KeithMcCullough
Coach you and the whole Hedgeye Team has been prepping us since December 15th 21'...Wasn't easy but we caught the trend and trades along the way...Huge thank you to everyone at Hedgeye
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@HedgeyeTech
I would go to Hedgeye live and grind and learn with the best of them no where else in the world would I want to be
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@OtherSide_AM
@HedgeyeRJM
@KeithMcCullough
@x2da4
Really enjoyed your comments on the VIX being held under water...your insight is much appreciated...
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@KeithMcCullough
@Hedgeye
Every trade has to be backed by research and the best research is conflict free meaning no one pays them to invest in apple or spy that’s huge…without hedgeye I would be down right now with no answer to clients who want to fire me than buy and hold no one can time the market
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@KeithMcCullough
Wishing all of
#hedgeyenation
a wonderful thanksgiving!!! We are all blessed and more connected and aligned than the establishment and elites make us believe….
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@Hedgeye
@KeithMcCullough
You want to talk about grit? Shout out to coach for doing the Call, Macro Show, Then Macro Themes!!!! Coach enjoy 18 the Nation thanks you!!!!!!!!!!!!!
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@Hedgeye
@KeithMcCullough
This is classic mucker coaching....who gives a fuck...i am waiting to unload a lot of shit whenever the signal turns...zero emotion....Coach has been great in 24'
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@KeithMcCullough
One of the many Gifts Hedgeye teaches is not just day to day investment research but an elaboration on how the market actually functions and how these wealthy hedgefunds operate...its fascinating to hear from their perspective...makes you wish you subscribed sooner...
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@Caffein81777511
@Hedgeye
@KeithMcCullough
I learned early on you remain loyal to those who are good to you...Keith has done so much for his subscribers...not many could walk in his shoes on a daily...especially not a me only guy like Chuck the prancer...
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@KeithMcCullough
Coach is the GOAT haters don’t know this man’s grit the whole team is the investing dream team!!! The go anywhere risk manager is changing the game!!!!
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What a day to be a Jedi!!!! The Vasp crushes it again!!! Thanks Coach
@KeithMcCullough
consistently sniffing out the shite and the narratives!!!!
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@KeithMcCullough
The vasp sniffs it out…muckers vasp is phenomenally accurate…when they shift we might lose a little because our quad 4 positions will break trend…then we pivot and make a ton of money…that’s the huge alpha…moving before the crowd…then everyone follows and we take profits
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@Caffein81777511
@Hedgeye
@KeithMcCullough
1. buying and selling/taking profits incrementally
2. Trust the data not the storyteller
3. Sell or buy once the VASP tells you
4. Be patient and wait for LERR & HERR it always gets there eventually
5. Stay positive...be yourself...grind everyday...drink coffee
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@0xConYe
@CaitlinLong_
@SBF_FTX
I like Caitlin a lot...That is someone I follow...not the Saylors of the world...
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Love the way Mike T breaks down his thesis in bullet points...clear and concise and direct...the only way an investor must be...
And negative seq lending.
neg seq M2
QT
WARN (layoff announcements) vertical
Jobless claims breaking out
Low-End consumer debt vertical
Bad-debt rising
Interest rates have LIFTED
FoMo maximum
Calls maximum
CTA funds max-long
We are set up for a doozie.
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@Hedgeye
I bought Eth too but bc of Hedgeye sold everything 12.15.22 & took profits on way up...Mucker on MS show said just sell some for your family...While everyone else said just buy more...Mucker saved my families wealth in 2021...to take advantage of opportunities in 2022...
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@McGroartyRobert
That was the best notebook review ever...I second Keith for the value Mike T insight into Markets and for Mr. McGroaty having some big balls to start this review...Robert we all admire and respect you deeply for uniting all of us...You are a big reason 70% of Jedi's are up!!!
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