RT @KeithMcCullough: When payroll revisions cascade through hours worked, income, savings, & PCE, you’re not ‘adjusting assumptions’—you’re….

RT @Hedgeye: 🎯 THE PITCH: HIGHLIGHTS. 🔊. Hedgeye’s best minds delivered their Best Idea — long or short — in a rapid-fire format backed by….

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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!

RT @Hedgeye: McCullough: $OPEN's Volume Spike to 1.9B Shares Is the Biggest I’ve Ever Seen. 🔊. Opendoor Technologies $OPEN, the poster chil….

RT @KeithMcCullough: Steiner remains The Professor @HedgeyeFIG.

RT @Hedgeye: When it comes to stock picking, are you going to follow a narrative or the data?. 🔊. In this clip from The Call @ Hedgeye, Hea….

RT @HedgeyeAI: Big revamp coming: New Financials Position Monitor rolls out next week. Full systematic framework—Signals, Quads & Pods—acro….

RT @Hedgeye: BIG EVENT: Q3 2025 Macro Themes via @KeithMcCullough @HedgeyeFIG and Hedgeye's Macro Team.

RT @Hedgeye: WATCH: Tuesday at 11:00am ET 🚨. In this special edition of "Real Conversations," Hedgeye CEO @KeithMcCullough welcomes Sam Rah….

RT @Hedgeye: McCullough: No Recession—Rates Don’t Lie. Markets can’t hide from the signals embedded in interest rates. 🔊. In this clip fro….

RT @Hedgeye: When Will the ‘Fourth Turning’ End? @HoweGeneration Weighs In. Neil Howe—Hedgeye’s renowned Demography Analyst and bestselling….

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

RT @Hedgeye: McCullough: Process > Predictions. In this clip from "The Macro Show," Hedgeye CEO @KeithMcCullough explains a core truth abou….

RT @PJM5405: @HedgeyeFIG @KeithMcCullough @Hedgeye Josh was awesome on the Macro Show, kudos to him and thank you.

RT @mcrhoc: @HedgeyeFIG @HedgeyeUSA @KeithMcCullough Today’s Macro Show a masterpiece by Josh. Clear presentation. Great charts. Kudos to C….

RT @HedgeyeFins: Join us today for our in-depth presentation on the "Big Three" Credit Bureaus - where Josh Steiner (@HedgeyeFIG) and I wil….

RT @KeithMcCullough: The Flows . (much larger impact on markets that the latest Macro Tourist Narrative of The day). "important dynamic to….

RT @Hedgeye: ₿itcoin Dominance → Decoupling From the Rest of Crypto 🚀. On today’s special crypto-focused edition of "The Macro Show," Digit….

RT @Hedgeye: Highlight reel below from today's edition of "The Pitch" where our analysts presented their top long/short stock ideas to @Kei….

RT @Hedgeye: "When bonds do well, then obviously you just have to own bonds as the 40%. You don't have to look any further. But when bonds….