Hedgeye
@Hedgeye
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We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA.
Stamford, Connecticut
Joined January 2009
McCullough: The Currency That's Crushing Everything Else Right Now 🪙 🔊 The setup couldn't be clearer: slowing growth, accelerating inflation, and an asset class that historically dominates these exact conditions. Gold's historical edge shows up most in Quad 3, where it posts
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Do you believe in Space? $UFO ALL SYSTEMS GO: What Launched Our Space Trade to New Heights https://t.co/xt7lQ1z0JZ via @hedgeye
app.hedgeye.com
UFO (Procure Space ETF) has surged over 41% since May, powered by a favorable Quad 3 economic regime and Hedgeye’s Signal Strength. This case study shows how aligning Macro regimes with The Signal —...
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Congrats to Arkady and the team. Monumental moment for $NBIS - We're Long. As detailed in our note, we have 2 questions for clients following this move, but lots of champagne will be poured today 🍾
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New Black Book: 50% (Or More) Upside for Freshpet $FRPT https://t.co/x7GQDZTehS via @Hedgeye_Staples
app.hedgeye.com
We are adding Freshpet to our Long list. Its shares have fallen by nearly two-thirds this year as investors discount slowing growth and increased competition. Visibility in mid-teens revenue growth...
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Even the banks paid to sell $BLSH could only muster 5/9 ‘Hold’ ratings today… ↘️
Wow @Hedgeye did a great job showing the POS that is $BLSH. Low volume, low volume commodity business. Balance sheet is NOT the fortress they claim. Stock has been taking but not clear there is a bottom based on fundamentals. Management and insiders appear to be bilking folks!!
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$UFO Breaks Out to New Cycle Highs While Reddit Traders Sleep: +14.5% MoM
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Just like December 2021, already getting plenty of haters on $SE... We're going to tear apart the moats from SE (Shopee and Monee). Garena doesn't really have a moat, but we will address how collaborations are temporarily boosting their results. We will also discuss an external
SHORT CALL: Our analyst Felix Wang's (@HedgeyeTech) next big idea is a familiar one – short Sea $SE 📉 He's hosting a two-part presentation explaining why significant downside exists Wed 9/10 and Thurs 9/11 at 2:00pm ET. His $SE track record is featured in the image below.
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We are at a material inflection point - reckless borrowing turns to “money printing”, on a global scale. It likely begins in the next 3 years and does not stop. It is a centerpiece to my views There will be MANY gigantic trades: @Hedgeye
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On my new book, I just wanted to thank everyone for the kind compliments so far An incredible number of people have downloaded it (maybe because its FREE! lol) Download my new 52-page eBook today: https://t.co/B7lQZTAUi1…
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🍿🍿🍿 $SE can't wait
SHORT CALL: Our analyst Felix Wang's (@HedgeyeTech) next big idea is a familiar one – short Sea $SE 📉 He's hosting a two-part presentation explaining why significant downside exists Wed 9/10 and Thurs 9/11 at 2:00pm ET. His $SE track record is featured in the image below.
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@KeithMcCullough Trying to stay humble in this period of success. Its been a tremendous couple of months. Appreciate you and the @Hedgeye team.
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Thanks, Scott. We appreciate it
@KeithMcCullough Trying to stay humble in this period of success. Its been a tremendous couple of months. Appreciate you and the @Hedgeye team.
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VIX: still in The Investable Bucket Hoodies bought puts (on Tuesday). The Hedgeye Pros got paid on calls. Doomsday didn't happen—again.
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LACALLE: Excessive Money Supply Growth Creates Secular Stagnation 😒 Excerpt from @dlacalle_IA "...The reality shows that central banks are fuelling the fire of higher government debt and increasingly irresponsible fiscal policies, leading to a crowding-out of the private
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SHORT CALL: Our analyst Felix Wang's (@HedgeyeTech) next big idea is a familiar one – short Sea $SE 📉 He's hosting a two-part presentation explaining why significant downside exists Wed 9/10 and Thurs 9/11 at 2:00pm ET. His $SE track record is featured in the image below.
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Watch live now or on-demand! 🚨 Ryan Ricci @HedgeyeAI and Ishmael Asad @HEDigitalAssets discussing US National Debt on the first ever LIVE NexGen episode #USDebtClock #Inflation #Gold #SP500 #BTC
Going LIVE in 20 minutes!
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🚨 LIVE AT @ 11am ET Ryan Ricci @HedgeyeAI and Ishmael Asad @HEDigitalAssets will talk US National Debt on the first ever LIVE NexGen episode 📈 #USDebtClock #Inflation #Gold #SP500 #BTC
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