Archive for August, 2010
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CHART OF THE DAY: Fed Balance Sheet
keith, August 18th, 2010 at 10:01 am, Comments: 0Carelessness at the beginning? Fed Balance Sheet (Assets; $USD Trillion)
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EARLY LOOK: Exorbitant Privilege
keith, August 17th, 2010 at 2:00 pm, Comments: 0“The US is not a superpower. The US is a financially dependent country that foreign lenders can close down at will. Washington still hasn’t learned [...]
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EARLY LOOK: Capital Chases Yield
keith, August 16th, 2010 at 2:02 pm, Comments: 0“Now I know that I can win and that I can beat the best players in the world.” -Martin Kaymer Martin Kaymer persevered at Whistling [...]
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EARLY LOOK: Friday the Thirteenth
keith, August 13th, 2010 at 3:03 pm, Comments: 0“Dude, that goalie was pissed about something.” -Freeburg (Freddy vs. Jason, 2003) It’s certainly been an interesting week and its ending with a flurry of [...]
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RUSH LIMBAUGH: Is this finally the economic collapse?
keith, August 13th, 2010 at 12:54 pm, Comments: 0Rush Limbaugh reads Keith McCullough’s Fortune article on the air.
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CHART OF THE DAY: Friday the 13th
keith, August 13th, 2010 at 11:19 am, Comments: 0 -
REWIND to May 29: The U.S. Collapse…
keith, August 12th, 2010 at 1:01 pm, Comments: 0Keith talks to Henry about the U.S. Collapse.
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EARLY LOOK: Bad Product
keith, August 12th, 2010 at 12:31 pm, Comments: 0“A market is never saturated with a good product, but it is very quickly saturated with a bad one. ” -Henry Ford On this day [...]
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AD (CHALLENGE CONVENTION): More Permanent Collections
keith, August 11th, 2010 at 2:59 pm, Comments: 0The Hedgeye Orb placed in the underground lobby of the Louvre, as a part of the permanent collection. Mick
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AD: Durations Matter
keith, August 11th, 2010 at 2:46 pm, Comments: 0
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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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