Archive for July, 2010
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EARLY LOOK: 3D Risk
keith, July 16th, 2010 at 10:46 am, Comments: 0“People are nervous about the long term outlook, and they should be.” -Paul Volcker I had a great day of meetings in New York City [...]
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EARLY LOOK: Storytelling
keith, July 15th, 2010 at 7:59 am, Comments: 0“I like narrative storytelling as being part of a tradition, a folk tradition.” -Bruce Springsteen Life imitates art and consistent with tradition, the earnings season [...]
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EARLY LOOK: No Excuses
keith, July 14th, 2010 at 8:00 am, Comments: 0“He that is good for making excuses is seldom good for anything else.” -Benjamin Franklin I’m in the midst of finishing one of the more [...]
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EARLY LOOK: Touch of Genius
keith, July 13th, 2010 at 1:47 pm, Comments: 0“Any intelligent fool can make things bigger, more complex, and more violent. It takes a touch of genius – and a lot of courage – [...]
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EARLY LOOK: Sitting Tight
keith, July 12th, 2010 at 10:24 am, Comments: 0“The market does not beat them. They beat themselves because, though they have brains, they cannot sit tight.” -Jesse Livermore Waiting and watching for my [...]
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EARLY LOOK: Senatorial Manipulators
keith, July 9th, 2010 at 3:01 pm, Comments: 0“When people learn no tools of judgment and merely follow their hopes, the seeds of political manipulation are sown.” -Stephen Jay Gould If you have [...]
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EARLY LOOK: Shorting Slowly
keith, July 8th, 2010 at 3:44 pm, Comments: 0“It does not matter how slowly you go so long as you do not stop.” -Confucius I started making short sales into yesterday’s US stock [...]
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EARLY LOOK: The Crossroads
keith, July 7th, 2010 at 5:16 am, Comments: 0“We have arrived at that point in time in which we are forced to see our own humiliation, as a nation, and that a progression [...]
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EARLY LOOK: Americans Get It
keith, July 6th, 2010 at 7:31 pm, Comments: 0“It is hard enough luck being a monarch, without being a target also.” -Mark Twain The monarchy of Keynesian Spending has finally fallen from its [...]
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EARLY LOOK: An American Business
keith, July 2nd, 2010 at 5:18 am, Comments: 0“Being ignorant is not so much a shame, as being unwilling to learn.” -Benjamin Franklin After finishing “Founding Brothers” by Joseph J. Ellis, I just [...]
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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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