Archive for December, 2010
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EARLY LOOK: Alberta Bound
keith, December 30th, 2010 at 2:11 pm, Comments: 0“This piece of heaven that I’ve found; Rocky Mountains and black fertile ground; Everything I need beneath that big blue sky; It doesn’t matter where [...]
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EARLY LOOK: Stubborn Believers
keith, December 29th, 2010 at 1:50 pm, Comments: 0“This stubbornness in the face of clear data is right up there with the efficient market believers.” -Jeremy Grantham (Quarterly Letter, October 2010) Quite often [...]
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EARLY LOOK: Icy Inflation
keith, December 28th, 2010 at 1:24 pm, Comments: 0“By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens.” -John Maynard Keynes A [...]
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EARLY LOOK: The Calm and the Storm
keith, December 27th, 2010 at 1:54 pm, Comments: 0“They sicken of the calm, who know the storm.” -Dorothy Parker While it’s tempting for a man with an Arctic Cat Pantera snowmobile parked outside [...]
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EARLY LOOK: Taxing Onions
keith, December 23rd, 2010 at 2:01 pm, Comments: 0“Inflation is taxation without legislation.” -Milton Friedman Ben Bernanke got what he ordered for Christmas – global inflation. While economic news in the US is [...]
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EARLY LOOK: Price Matters
keith, December 22nd, 2010 at 2:01 pm, Comments: 0“The point is, in investing, price has to matter.” -Howard Marks That’s what Oaktree’s investment chief, Howard Marks, wrote in a recent memo to his [...]
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EARLY LOOK: The Pain of Rain
keith, December 21st, 2010 at 2:43 pm, Comments: 0“One can find so many pains when the rain is falling.” – John Steinbeck Timing is everything in life. As it relates to my current [...]
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EARLY LOOK: Fashionable Consensus
keith, December 20th, 2010 at 2:45 pm, Comments: 0“Nothing is more obstinate than a fashionable consensus.” -Margaret Thatcher You’d think that some of the sell side’s finest would have learned something from being [...]
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EARLY LOOK: The Golden Haze
keith, December 17th, 2010 at 2:37 pm, Comments: 0“A question that sometimes drives me hazy: am I or are the others crazy?” -Albert Einstein Per our friends at Wikipedia, “haze is traditionally an [...]
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EARLY LOOK: The Enemy of Growth
keith, December 16th, 2010 at 2:39 pm, Comments: 0“Conformity is the jailer of freedom and the enemy of growth.” -John F. Kennedy I’ve heard a lot about “growth” in recent weeks. After a [...]
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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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