Archive for October, 2010
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COMPLIANCE: Settlements Freeze
keith, October 18th, 2010 at 12:43 pm, Comments: 0Smart and tough, seasoned and scrappy, prosecutor Robert Khuzami came charging into his new job has head of SEC Enforcement to great fanfare. Journalists who [...]
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COMPLIANCE: Qualitative Easing
keith, October 18th, 2010 at 12:42 pm, Comments: 0Time and persecution brings many wonderful things to pass. - George Washington We are reading the new biography of George Washington from the pen (ok… [...]
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EARLY LOOK: Malthusian Tails
keith, October 15th, 2010 at 2:34 pm, Comments: 0“The power of population is indefinitely greater that the power in the earth to produce substance for man.” -Thomas Malthus Any regular reader of our [...]
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EARLY LOOK: Hope, Process and Music
keith, October 14th, 2010 at 2:04 pm, Comments: 0“As long as the music is playing, you’ve got to get up and dance. We’re still dancing.” -Charles O. Prince (Citigroup CEO) July 10th, 2007 [...]
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EARLY LOOK: Lecturing Myself on Shorting
keith, October 13th, 2010 at 2:09 pm, Comments: 0“Not realizing that giving someone no map is much, much better than giving him a wrong map.” -Nassim Taleb I’m almost a third of the [...]
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EARLY LOOK: Inflation Wars: Snorting QE
keith, October 12th, 2010 at 2:17 pm, Comments: 0“I didn’t even like coke that much, it was just a case of getting on whatever train I needed to take to get high.” -Carrie [...]
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EARLY LOOK: Defend Yourself
keith, October 11th, 2010 at 1:57 pm, Comments: 0“Defense is superior to opulence.” -Adam Smith Thankfully, I didn’t waste much of my time this weekend listening to professional politicians at the IMF meetings [...]
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EARLY LOOK: Shallow Charlatans
keith, October 8th, 2010 at 10:25 pm, Comments: 0“A modern philosopher who has never once suspected himself of being a charlatan must be such a shallow mind that his work is probably not [...]
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EARLY LOOK: American Bliss
keith, October 7th, 2010 at 2:12 pm, Comments: 0“There are two ways of being happy: We must either diminish our wants or augment our means – either may do – the result is [...]
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EARLY LOOK: Guido’s War
keith, October 6th, 2010 at 8:28 am, Comments: 0“Not everything that is faced can be changed. But nothing can be changed until it is faced.” – James Baldwin America, we have a serious [...]
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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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