Archive for October, 2010
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EARLY LOOK: Drowning in Sweat
keith, October 29th, 2010 at 8:03 am, Comments: 0“Nobody ever drowned in his own sweat.” -Ann Landers I’ve seen a lot of sweaty hockey players in my day. The stench of a few [...]
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EARLY LOOK: American Solitude
keith, October 28th, 2010 at 2:51 pm, Comments: 0“However many people you may consult, you are the one who has to make the hard decisions. And at such moments, all you really have [...]
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EARLY LOOK: Isolated Curiosities
keith, October 27th, 2010 at 2:51 pm, Comments: 0“Clouds are not spheres, mountains are not cones, coastlines are not circles, and bark is not smooth, nor does lightning travel in a straight line.” [...]
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EARLY LOOK: Lecturing Myself on Shorting; PART II
keith, October 26th, 2010 at 2:36 pm, Comments: 0“Learn to fail with pride and do so fast and cleanly. Maximize trial and error, by mastering the error part.” -Nassim Taleb Before I shorted [...]
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EARLY LOOK: Spirit of Defiance
keith, October 25th, 2010 at 2:48 pm, Comments: 0“There is no week nor day nor hour when tyranny may not enter upon this country, if the people lose their roughness and spirit of [...]
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EARLY LOOK: Being a Lady
keith, October 22nd, 2010 at 5:17 pm, Comments: 0“Being powerful is like being a lady. If you have to tell people you are, you aren’t.” -Margaret Thatcher America (she) is a great country [...]
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EARLY LOOK: Scorching the Snake
keith, October 21st, 2010 at 10:16 pm, Comments: 0“We have scorched the snake, no killed it.” -Shakespeare (Macbeth) The proverbial snake in the common man’s wallet is inflation. In this day and age [...]
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EARLY LOOK: China’s Team
keith, October 20th, 2010 at 7:12 pm, Comments: 0“Leadership is getting someone to do what they don’t want to do, to achieve what they want to achieve.” -Tom Landry Per our friends at [...]
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EARLY LOOK: Quantitative Guessing
keith, October 19th, 2010 at 7:10 pm, Comments: 0“Time and persecution brings many wonderful things to pass.” -George Washington One of my thought partners here at Hedgeye is our head of everything compliance, [...]
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EARLY LOOK: Blind Belief
keith, October 18th, 2010 at 2:00 pm, Comments: 0“Blind belief in authority is the greatest enemy of truth.” — Albert Einstein <http://www.goodreads.com/author/quotes/9810.Albert_Einstein> If you need a solid dose of anti-academic dogma, read “Einstein: [...]
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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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