Peter J McGee
@PJM5405
Followers
195
Following
4K
Media
66
Statuses
4K
The devil whispered, “You cannot withstand the storm.” The @hedgeye subscriber replied, “I am the storm.”
9
1
22
🇺🇸 President Trump just said starting November 1st the United States will impose a 100% tariff on China 🇨🇳
259
338
2K
Friendly reminder that vol up/ spot up around all-time highs is more of a feature than a bug. 32% of $SPX record closes have been alongside a higher $VIX.
24
28
163
Peter says thx for mention on the Call 👍 and a great Call it was.
0
0
0
BREAKING 🚨: U.S. Housing Market 39 of the Top 50 U.S. Metros have seen month-over-month housing price declines for the first time in history 🤯👀
142
694
3K
Tariffs mostly illegal but left them in place. Ok. And why is that?
0
0
0
Trump has posted a letter announcing the removal of Federal Reserve Gov. Lisa Cook.
16
36
107
Your journey is a reminder that hard work, resilience, and heart do pay off. No one deserves it more. Congrats @TommyFleetwood1!
302
2K
51K
Electricity Inflation: The Next Big Story
zerohedge.com
For a decade, from 2010, to 2020, electricity, as measured in CPI, rose less than 12%. Since then it has risen almost 35%!
37
137
460
🚨 Margin debt just hit $1.008 trillion, the highest level in history. That’s more leverage than at the peak of the dot-com bubble or the 2008 crash. This is the most dangerous signal in markets right now. (Save this thread)
142
510
2K
From an investment process perspective, some of my Early Looks are intended to challenge our Institutional clients to think differently. This was one of them. It generated plenty of feedback
7
13
53
McCullough: 'Mother Of All Bubbles' Flashing Overbought Signals 🔊 Bullish signals have been lighting up across the Hedgeye process, yet CEO @KeithMcCullough urges investors not to get caught up in the euphoria—especially when it comes to high-risk plays like the 2x levered
18
3
23
You don't think the alcohol industry has significant challenges when they run an ad like this? The younger generation is a structural headwind for the sector.
1
2
6
There is a price for higher for longer - it's NOT free. Interest rates up, bond prices down. *Top Four Japan Insurers See $60 Billion in Unrealized Bond Losses - Bloomberg. **Q: Mark to market losses on this one Apple $AAPL bond? A: $805M.
66
80
430