Archive for September, 2010
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EARLY LOOK: The Incorrigible Hand
keith, September 30th, 2010 at 3:30 pm, Comments: 0“A government big enough to give you everything you want is a government big enough to take from you everything you have.” -Gerald Ford [Address [...]
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EARLY LOOK: A Heavier Crash
keith, September 29th, 2010 at 2:21 pm, Comments: 0“The lofty pine is oftenest shaken by the winds; high towers fall with a heavier crash; and the lightning strikes the highest mountain.” -Horace I [...]
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EARLY LOOK: The St. Petersburg Paradox
keith, September 28th, 2010 at 2:30 pm, Comments: 0“The mathematical expectation of the speculator is zero.” -Louis Bachelier Louis Bachelier was a French mathematician who was, well after the fact, credited with founding [...]
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EARLY LOOK: Macro Forces
keith, September 27th, 2010 at 10:15 pm, Comments: 0“The lesson that I have learned is that it isn’t reasonable to be agnostic about the big picture.” -David Einhorn There was an article in [...]
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EARLY LOOK: Don’t Eat Yellow Snow
keith, September 24th, 2010 at 5:11 pm, Comments: 0“Even if you are on the right track, you will get run over if you just sit there.” -Will Rogers Oklahoma’s favorite son, Will Rogers, [...]
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EARLY LOOK: QE Mees
keith, September 23rd, 2010 at 6:45 pm, Comments: 0“Lacking much experience with this option, we do not have very precise knowledge of the quantitative effect of changes in our holdings.” –Ben Bernanke While [...]
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EARLY LOOK: Embracing Change
keith, September 22nd, 2010 at 2:30 pm, Comments: 0So, Tim, how’s it going? –@lizzieohreally Who would have thought Tim Geithner would be the last man standing on the Obama economic team? First, let [...]
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EARLY LOOK: Walk the Line
keith, September 21st, 2010 at 8:30 am, Comments: 0“Because your mine, I walk the line.” -Johnny Cash Since we introduced it at the beginning of July as our intermediate term TREND line of [...]
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EARLY LOOK: Trojan Protection
keith, September 20th, 2010 at 2:30 pm, Comments: 0“The best lightning rod for your protection is your own spine.” -Ralph Waldo Emerson On Friday President Obama introduced Elizabeth Warren as the new head [...]
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EARLY LOOK: Deeply Disturbing
keith, September 17th, 2010 at 2:30 pm, Comments: 0“It is not the function of our government to keep the citizen from falling into error; it is the function of the citizen to keep [...]
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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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