Archive for August, 2010
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EARLY LOOK: Russia Rising?
keith, August 31st, 2010 at 2:30 pm, Comments: 0“What’s good about the contemporary world? You can say something around the corner from a public toilet and the whole world will hear because all [...]
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EARLY LOOK: No More Bullets
keith, August 30th, 2010 at 2:30 pm, Comments: 0“Show me a guy who can’t pitch inside and I’ll show you a loser.” -Sandy Koufax Keith is vacationing this week in his hometown of [...]
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EARLY LOOK: Panza Policy
keith, August 27th, 2010 at 11:30 am, Comments: 0“Never stand begging for what you have the power to earn.” -Miguel de Cervantes Saavedra This is an important quote from one of Western literature’s [...]
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EARLY LOOK: Channeling Hammy
keith, August 26th, 2010 at 2:30 pm, Comments: 0This note was originally published at 8am this morning, August 26, 2010. INVESTOR and RISK MANAGER SUBSCRIBERS have access to the EARLY LOOK in real-time, [...]
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EARLY LOOK: Focus on Risk
keith, August 25th, 2010 at 2:30 pm, Comments: 0“The best investors in the world do not target returns; they focus first on risk.” -Seth Klarman Seth Klarman founded Baupost in 1982. He’s one [...]
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EARLY LOOK: Red Letter Day
keith, August 24th, 2010 at 2:30 pm, Comments: 0“You can sneer or disappear behind a veneer of self-control.” -Pet Shop Boys We have our British electronic dance music playing this morning in New [...]
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EARLY LOOK: The Deuce
keith, August 23rd, 2010 at 12:26 pm, Comments: 0“Nobody can really guarantee the future. The best we can do is size up the chances, calculate the risks involved, estimate our ability to deal [...]
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EARLY LOOK: Lover’s Hour
keith, August 20th, 2010 at 11:59 am, Comments: 0“Each moment of a happy lover’s hour is worth an age of dull and common life.” -Aphra Behn I love my family, my firm, and [...]
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EARLY LOOK: Spread Your Wings
keith, August 19th, 2010 at 3:50 pm, Comments: 0“You need to be decisive, open- minded, flexible and competitive.” -Stanley Druckenmiller Our profession saw one of its all-time greats retire yesterday. Stan Druckenmiller, as [...]
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EARLY LOOK: Winner’s Tranquil
keith, August 18th, 2010 at 12:10 pm, Comments: 0“To play well you must feel tranquil and at peace. I have never been troubled by nerves in golf because I felt I had nothing [...]
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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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