Archive for September, 2010
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INSIDE THE HEDGEYE NOTEBOOK
keith, September 17th, 2010 at 1:11 pm, Comments: 0Another day, another grind… Here are the bullish/bearish DATA and PRICE moves in my notebook from the last 48 hours. BULLISH: 1. SP500 continues to [...]
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EARLY LOOK: The Safety of Academia
keith, September 16th, 2010 at 11:21 am, Comments: 0“Those who give up essential liberty to obtain a little temporary safety deserve neither liberty nor safety.” -Ben Franklin Yesterday afternoon the Hedgeye foot soldiers [...]
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EARLY LOOK: Intervention
keith, September 15th, 2010 at 11:45 am, Comments: 0Hedgeye Asset Allocation (HAA) Cash 55%, Int’l FX 21%, Bonds 12%, Commodities 6%, Int’l Equities 6%, US Equities 0% “But their intervention makes our acts [...]
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EARLY LOOK: Match Point
keith, September 14th, 2010 at 9:47 pm, Comments: 0“I don’t have good luck in the match points.” -Rafael Nadal Shakespeare considered youth ambition’s ladder – I love that thought and I love watching [...]
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EARLY LOOK: China Is What It Is
keith, September 13th, 2010 at 2:30 pm, Comments: 0“A man should look for what is, and not for what he thinks should be.” -Albert Einstein Upholding the principle of that Einstein quote has [...]
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EARLY LOOK: We’re Used To Winning
keith, September 10th, 2010 at 12:30 pm, Comments: 0This note was originally published at 8am this morning, September 10, 2010. INVESTOR and RISK MANAGER SUBSCRIBERS have access to the EARLY LOOK (published by [...]
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EARLY LOOK: Feeling Strange
keith, September 9th, 2010 at 2:00 pm, Comments: 0“Is it not strange that desire should so many years outlive performance?” -William Shakespeare This morning’s global macro risk management setup feels as strange as [...]
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EARLY LOOK: Someone Gets To Be Canadian
keith, September 8th, 2010 at 12:49 pm, Comments: 0“Somebody gets to be smart and somebody gets to be dumb. If we win, it’ll be because of the President. And if we lose, it’ll [...]
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EARLY LOOK: Accept Uncertainty
keith, September 7th, 2010 at 12:47 pm, Comments: 0“For my part I know nothing with any certainty, but the sight of the stars makes me dream.” -Vincent van Gogh Back to the grind [...]
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EARLY LOOK: Corner Banging
keith, September 3rd, 2010 at 12:30 pm, Comments: 0This note was originally published at 8am this morning, September 3, 2010. INVESTOR and RISK MANAGER SUBSCRIBERS have access to the EARLY LOOK (published by [...]
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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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