Archive for April, 2010
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EARLY LOOK: Next Gen Mathematics
keith, April 21st, 2010 at 10:05 am, Comments: 0“Do not worry about your difficulties in Mathematics. I can assure you mine are still greater” -Albert Einstein The good news about the difficulties associated [...]
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EARLY LOOK: Pasteurized Ignorance
keith, April 20th, 2010 at 1:24 pm, Comments: 0“No matter how busy you may think you are, you must find time for reading, or surrender yourself to self-chosen ignorance.” -Confucius According to the [...]
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GOLDMAN – DOWNSIDE TO $130
keith, April 19th, 2010 at 12:09 pm, Comments: 0Keith spoke on Bloomberg this morning about downside to $130 for GS.
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EARLY LOOK: Opacity’s Child
keith, April 19th, 2010 at 10:21 am, Comments: 0“Regulation of derivatives transactions that are privately negotiated by professionals is unnecessary.” -Alan Greenspan Some of the financial ideologies born out of the Clinton Administration’s [...]
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EARLY LOOK: Prosperity’s Volcano
keith, April 16th, 2010 at 8:18 am, Comments: 0“The first panacea for a mismanaged nation is inflation of the currency; the second is war. Both bring a temporary prosperity; both bring a permanent [...]
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EARLY LOOK: High vs. Low Society
keith, April 15th, 2010 at 8:33 am, Comments: 0“We took a perfectly useless psychopath like Valentine, and turned him into a successful executive. And during the same time, we turned an honest, hard-working [...]
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EARLY LOOK: Miles High
keith, April 14th, 2010 at 8:17 am, Comments: 0“I’ve experienced the highest of highs and lowest of lows. I think to really appreciate anything you have to be at both ends of the [...]
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EARLY LOOK: Marked-To-Model
keith, April 13th, 2010 at 8:55 am, Comments: 0“I do not want Fannie and Freddie to be just another bank… I do not want the same kind of focus on safety and soundness.” [...]
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EARLY LOOK: Government Groupthinkers
keith, April 12th, 2010 at 8:41 am, Comments: 0“I, however, place economy among the first and most important republican virtues, and public debt as the greatest of the dangers to be feared.” -Thomas [...]
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Gambits and Gamblers on TAKING STOCK tonight at 5pm ET
keith, April 9th, 2010 at 3:48 pm, Comments: 0Keith will take a deeper look at a globe full of gambits & gamblers to unravel the threads of our current mess. * Bob Kapp [...]
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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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