Archive for November, 2010
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EARLY LOOK: Old Austerity
keith, November 30th, 2010 at 2:35 pm, Comments: 0“You never see the old austerity. That was the essence of civility; young people hereabouts, unbridled, now just want.” -Moliere That’s an old quote from [...]
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EARLY LOOK: Strength at Home
keith, November 29th, 2010 at 7:33 am, Comments: 0“The strength of a nation derives from the integrity of the home.” -Confucius Slowly, but surely, the US Dollar is re-capturing some credibility. Yes, we [...]
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EARLY LOOK: The Stream and the Rock
keith, November 26th, 2010 at 7:34 am, Comments: 0“In the confrontation between the stream and the rock, the stream always wins.” -Buddha Global equity markets are a riskier place than they were 48 [...]
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EARLY LOOK: Thinking Quant
keith, November 24th, 2010 at 3:26 pm, Comments: 0“I think a model works if it’s a useful way of thinking about things.” -Emanuel Derman Some of the “quants” make money. Some of them [...]
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EARLY LOOK: Globasl Shakedown
keith, November 23rd, 2010 at 2:58 pm, Comments: 0“No matter what you do I’m gonna take you down.” -Bob Seger Bob Seger is a 65-year old American singer-songwriter from Detroit, Michigan. In 1987, [...]
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EARLY LOOK: No Timeouts
keith, November 22nd, 2010 at 2:22 pm, Comments: 0“I think I have a natural ability to lead.” -Mark Sanchez Some people confuse a young winner’s conviction with their own insecurity. Most of those [...]
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EARLY LOOK: The Ber-nank Blame
keith, November 19th, 2010 at 2:54 pm, Comments: 0“When you cease to exist, then who will you blame.” -Bob Dylan For a global macro analyst, the early morning grind is usually bland. It’s [...]
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EARLY LOOK: General Mobama
keith, November 18th, 2010 at 2:02 pm, Comments: 0“There is, in a competitive society, nobody who can exercise even a fraction of the power which a socialist planning board would possess .” -Friedrich [...]
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EARLY LOOK: The Courage to Listen
keith, November 17th, 2010 at 2:08 pm, Comments: 0“Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen.” -Winston Churchill For those [...]
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EARLY LOOK: Stepping On Cocaine
keith, November 16th, 2010 at 2:51 pm, Comments: 0“Sean: See you Monday. We’ll be talking about Freud and why he did enough cocaine to kill a small horse. <http://thinkexist.com/quotation/sean-see_you_monday-we-ll_be_talking_about_freud/340466.html> ” -Good Will Hunting [...]
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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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