Archive for February, 2010
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EARLY LOOK: Discounting The Obvious
keith, February 19th, 2010 at 8:00 am, Comments: 0“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected.” -George Soros [...]
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EARLY LOOK: Men with Brooms
keith, February 18th, 2010 at 7:40 am, Comments: 0“It’s not just a rock. It’s forty-two pounds of polished granite, with a beveled underbelly and a handle a human being can hold. Okay, so [...]
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EARLY LOOK: Enter the Dragon
keith, February 17th, 2010 at 7:52 am, Comments: 0“The successful warrior is the average man, with laser-like focus.” -Bruce Lee Bruce Lee was a Chinese American born in California in 1940, then raised [...]
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U.S. Strategy: Trade The Range (CHARTS)
keith, February 17th, 2010 at 7:37 am, Comments: 0 -
It’s the Stupid Economy
keith, February 16th, 2010 at 12:56 pm, Comments: 0Into a Presidential year that has given us periodic bouts of inflated verbiage, paired with muddled policy, comes the revelation that the Leader of the [...]
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EARLY LOOK: Lucid Intervals
keith, February 16th, 2010 at 7:56 am, Comments: 0“He is mad past recovery, but yet he has lucid intervals.” -Miguel de Cervantes Cervantes was one of the most famous novelists of the 16th [...]
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U.S. Strategy: From Greece to China
keith, February 16th, 2010 at 7:29 am, Comments: 0Ahead of the long weekend the S&P 500 declined 0.27%, on a 35% increase in volume. The global MACRO issues that are focused on Greece [...]
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EARLY LOOK: China’s Adam’s Apple
keith, February 12th, 2010 at 8:06 am, Comments: 0“The tighter you squeeze, the less you have.” -Thomas Merton China is tightening reserve requirements on its banks by another 0.5% this morning. This is [...]
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U.S. Strategy: Dr. Jekyll and Mr.Hyde
keith, February 12th, 2010 at 7:48 am, Comments: 0“Any change is resisted because bureaucrats have a vested interest in the chaos in which they exist.” -Richard M. Nixon From a MACRO perspective there [...]
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EARLY LOOK: Confidence and Cowardice
keith, February 11th, 2010 at 7:57 am, Comments: 0“Whether you think you can or think you can’t – you are right. ” -Henry Ford Like all mornings, today we are waking up to [...]
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Prior to founding Hedgeye Risk Management, Keith McCullough built a 10-year background of managing money at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.
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Diary of a Hedge Fund Manager: From the Top, to the Bottom, and Back Again
A captivating look at Keith McCullough’s journey from rural Canada to the top of the hedge fund world, and the growth of the vision for Hedgeye, a way to bring honesty and transparency back to The Street.
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