Hedgeye
@Hedgeye
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Stamford, Connecticut
Joined January 2009
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Pinned Tweet
One of the very best things about working at Hedgeye is the special people we get to share this journey with together.
Earlier today, we were able to spend some quality time with a super-bright shining bulb (and one of the best our industry has to offer).
It was our great…
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Top Stock Picks 🔥🏎️
Each analyst gets 2 of their best tickers in this new F1 racing style product.
1⃣ They can pit-stop in-Game and change their car (i.e. the ticker) anytime they see a catalyst to do so
2⃣ Best examples of that were Freedman’s decisions to add both $GOOGL and…
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🔥PORTFOLIO SOLUTIONS🔥
(Keith McCullough’s actual long-only ETF portfolio)
Long Gold, Silver, Copper 🚀
Get access:
Long Gold, Silver, Copper
If whoever is managing your hard-earned capital isn't LONG of INFLATION like we are...
You're missing The Cycle
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Hedgeye Retweeted
First off, LGR!
Second, we have poured a lot of time and energy into this over the last two years. 9 $MPW earnings calls. Here are 7 of them:
- 1Q22: Aldag claimed visited with all tenants and none concerned, all getting better. $MPW had already lent 75mm of 100mm to…
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Hedgeye Retweeted
Here are the Top 10 returns (out of 22 racer picks) in our new "F1" Top Stock Picks product
The team is hummin! And The Bird is doing his thing
@HedgeyeComm
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Hedgeye Retweeted
@Hedgeye
@dsaleminvestor
This was a fantastic conversation. I sat across David and in between
@HedgeyeIndstrls
and
@HedgeyeREITs
for dinner Fri night and I’m still processing everything.
@KeithMcCullough
you’ve built a great team, you should be proud. I’m grateful.
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Cartoon of the Day 🏴☠️
Pirate Powell doing nothing to curb inflation. Forcing consumers to walk the plank into shark infested waters.
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There's a
#BetterWay
$SPY Monkey return today: +0.52%
Our Subscribers Top Longs today:
$MSOS +4.69%
$SLV +3.57%
$GDX +3.43%
Do you have these in your portfolio?
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Hedgeye Retweeted
While the Old Wall tries to cheer on a slowing US Labor market and "victory over inflation"...
The best longs you can have on today re INFLATION Asset Allocations!
These positions are smoking $SPY Monkeys
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Run (don't walk) 🏃♂️ to this fabulous new conversation featuring American financier Ken Hersh. It's hosted by Hedgeye's David Salem
@dsaleminvestor
and is filled with powerful life lessons and investing insights acquired over a storied career.
Below is an excerpt/gem of insight.…
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McCullough: I Don’t Give a Rat’s A** What Someone at Morgan Stanley Says About Inflation
An animated
@KeithMcCullough
discussed his data-driven investing process and why he couldn’t care less what other people on Wall Street are saying on today’s edition of The Macro Show.
He…
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Hedgeye Retweeted
🎙️ Just dropped this week's podcast episode. Dive into the hot topics:
🔍 Who tops Trump's VP shortlist?
🔒 Is a mistrial looming in Trump's hush-money case?
📣 Can TikTok find refuge in the 1st Amendment?
Tune in now and subscribe for more updates.
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Check out our Energy analyst Fernando Valle
@HedgeyeENERGY
's research 👇
Now might be an especially good time, as inflation is showing no signs of slowing 😉
Folks, Energy Pro is LIVE! Check it out! We’ll have a a deep dive on $BP Wednesday.
For institutional contact sales
@hedgeye
.com
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Hedgeye Retweeted
Got it $MPW.
Should there be any more doubt on what this is?
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Hedgeye Retweeted
Why losing -20-85% of your hard-earned capital is NOT an option
@Hedgeye
:
A) If you lose -20%, you need to be up +25% (from today's price) to get back to break-even
B) If you lose -85%, you need to be up +567%!
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Hedgeye Retweeted
We sent out another VERY important update on $CHTR this morning with the help of
@HedgeyeDC
Click Below to Access 👇
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