Archive for April, 2010
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EARLY LOOK: Reality’s Illusions
keith, April 9th, 2010 at 8:10 am, Comments: 0“Reality is merely an illusion, albeit a very persistent one.” -Albert Einstein Today’s reality is that American and European governments are Keynesian. That is, they [...]
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STRATEGY (yesterday): REFLATION DEFLATION
keith, April 9th, 2010 at 7:40 am, Comments: 0The S&P 500 finished lower by 0.6% yesterday, as the REFLATION trade gave back some of its recent outperformance; oil declined 1.1% on a larger-than-expected [...]
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Tonight on TAKING STOCK: Should We Regulate Wall Street?
keith, April 8th, 2010 at 1:19 pm, Comments: 0Today Keith will tackle the question of regulating Wall Street, with a plunderer, a practitioner, and a professor. Wilbur Ross – CEO of W.L. Ross [...]
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EARLY LOOK: Meany Manipulators
keith, April 8th, 2010 at 9:03 am, Comments: 0“Only free men can negotiate; prisoners enter into contracts.” -Nelson Mandela Nelson Mandela, the first South-African president to be elected in a fully representative democratic [...]
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Has Wall Street Changed? — Tonight on TAKING STOCK at 5pm ET
keith, April 7th, 2010 at 12:30 pm, Comments: 0Today Keith will dive into the booming public debt market, Wall Street chasing debt issuance, and the government’s role supporting both – and then shift [...]
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EARLY LOOK: Momentum and Hope
keith, April 7th, 2010 at 8:10 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: American Hope
keith, April 6th, 2010 at 8:16 am, Comments: 0“Creativity comes from trust. Trust your instincts. And never hope more than you work.” -Rita Mae Brown Some of the best American quotes come from [...]
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INFLATION OUTLOOK, HOW TO PLAY IT on TAKING STOCK TODAY at 5 PM EDT
keith, April 5th, 2010 at 2:54 pm, Comments: 0We’re bringing a top team to bear on the question of what’s next for inflation and how investors can play it in their portfolios, on [...]
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EARLY LOOK: Inflation is Popular
keith, April 5th, 2010 at 7:59 am, Comments: 0“In spite of the cost of living, it’s still popular.” -Kathleen Norris That’s what Kathleen Norris had to say about inflation in the Roaring 20’s. [...]
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JIM GRANT DOWNGRADES USA’S AAA RATING
keith, April 2nd, 2010 at 3:28 pm, Comments: 0This week on Bloomberg we had the privilege of talking to Jim Grant of Grant’s Interest Rate Observer. Jim’s team has researched and written an [...]
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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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