Game. On. 🔥 Hedgeye's 15th "INVESTING SUMMIT" October 14–16 | 11am-2pm ET 3 days. 9 webcasts. 0 excuses. 🔊 Reserve your free virtual seat: https://t.co/TMXfDEWnW2

New podcast with @KeithMcCullough of @Hedgeye! - Keith's macro framework (quads!) - Outlook for the US dollar - Current market trends & asset allocation - Launching @HedgeyeAM Links below 👇

🏌️ This Year's "Silent Auction" is NOW LIVE! The Hedgeye Cares Charity Golf Challenge helps support children and families in need with a special focus on scholarships, youth sports, and community programs. Some incredible items up for grabs! (a thread)🧵

WATCH | From Fidelity to Hedgeye: Sam Rahman’s Playbook for Performance 🔊 Veteran portfolio manager Sam Rahman @SamofAmerica spent 15+ years at Crosby Advisors, the Fidelity family office. He worked directly for Founder/Chairman Ned Johnson, managing a multi-billion-dollar

When payroll revisions cascade through hours worked, income, savings, & PCE, you’re not ‘adjusting assumptions’—you’re invalidating conclusions BS at the BLS

🎯 THE PITCH: HIGHLIGHTS 🔊 Hedgeye’s best minds delivered their Best Idea — long or short — in a rapid-fire format backed by deep research and macro context. Hosted by @KeithMcCullough, featuring: 🛍️ @HedgeyeRetail 🥫 @Hedgeye_Staples 🛢️ @HedgeyeENERGY 📺 @HedgeyeComm 🪙

Who had you long $COF Capital One and short $FI Fiserv into this week? Here's our Position Monitor as of Monday morning. We've completely reworked our framework, and it's off to a hell of a start. Big hat tip to my teammates - Drago and Matt. Great work guys!

McCullough: $OPEN's Volume Spike to 1.9B Shares Is the Biggest I’ve Ever Seen 🔊 Opendoor Technologies $OPEN, the poster child for broken housing tech, just exploded back into meme-stock madness. In the last month, Opendoor exploded from $0.50 to nearly $5 before settling

Steiner remains The Professor @HedgeyeFIG

When it comes to stock picking, are you going to follow a narrative or the data? 🔊 In this clip from The Call @ Hedgeye, Health Care analyst Tom Tobin @HedgeyeHC discusses why the Hedgeye signaling process overcomes the temptation to follow flimsy narratives on why to buy a

Big revamp coming: New Financials Position Monitor rolls out next week. Full systematic framework—Signals, Quads & Pods—across durations. More process, more consistency, more actionable. Stay tuned. #TheCall @HedgeyeFIG

BIG EVENT: Q3 2025 Macro Themes https://t.co/VD4mLblKtI via @KeithMcCullough @HedgeyeFIG and Hedgeye's Macro Team

WATCH: Tuesday at 11:00am ET 🚨 In this special edition of "Real Conversations," Hedgeye CEO @KeithMcCullough welcomes Sam Rahman and David Salem, portfolio managers for Hedgeye Asset Management @HedgeyeAM. Click for complimentary access: https://t.co/DDkF1T1Bb7

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 @KeithMcCullough unpacks critical signals across the curve—each pointing to the same conclusion: the U.S. economy is

When Will the ‘Fourth Turning’ End? @HoweGeneration Weighs In Neil Howe—Hedgeye’s renowned Demography Analyst and bestselling author of The Fourth Turning—appeared on “The Macro Show” this morning to discuss where we are in today’s generational upheaval and what comes next.

Thanks for input. Still not happy with FICO. We should be making some decisions on all related items in next 1-3 weeks.

McCullough: Process > Predictions In this clip from "The Macro Show," Hedgeye CEO @KeithMcCullough 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,

@HedgeyeFIG @KeithMcCullough @Hedgeye Josh was awesome on the Macro Show, kudos to him and thank you.

@HedgeyeFIG @HedgeyeUSA @KeithMcCullough Today’s Macro Show a masterpiece by Josh. Clear presentation. Great charts. Kudos to Christian for the top 3 things.

Join us today for our in-depth presentation on the "Big Three" Credit Bureaus - where Josh Steiner (@HedgeyeFIG) and I will be walking through the industry, the current dynamics/macro sensitivities, and our positioning on the three names. Reach out to us for access! @Hedgeye