Archive for December, 2010
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EARLY LOOK: The Ber-nank’s Pig
keith, December 15th, 2010 at 2:26 pm, Comments: 0“For many people the “long run” quickly becomes the short run.” -Ludwig von Mises It’s both amazing and frightening that some US-centric investors can call [...]
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EARLY LOOK: Fed Fighting
keith, December 14th, 2010 at 2:51 pm, Comments: 0“Pick a fight.” -Jason Fried & David Heinemeier Hansson Seth Godin said “ignore this book at your own peril.” Tom Peters said “the clarity, even [...]
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EARLY LOOK: The Pursuit of True Wisdom
keith, December 13th, 2010 at 2:32 pm, Comments: 0“Knowing others is intelligence, knowing yourself is true wisdom.” -Lao Tse The closing of the year elicits contemplation and self-reflection. No, I’m not going to [...]
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EARLY LOOK: Rich Priveleges
keith, December 10th, 2010 at 2:17 pm, Comments: 0“One of the privileges of a rich man is that he can afford to be foolish much longer than a poor man.” -Ludwig von Mises [...]
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EARLY LOOK: Mandelbrot Math
keith, December 9th, 2010 at 9:16 am, Comments: 0“He doesn’t spend months or years proving what he has observed.” -Professor Heinz-Otto Peitgen, on Benoit Mandelbrot Benoit Madelbrot was one of the most important [...]
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EARLY LOOK: Clever Enough
keith, December 8th, 2010 at 9:15 am, Comments: 0“The individual’s power to operate something with a deficit is very limited.” -Ludwig von Mises I think people who run their own companies (or lives) [...]
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EARLY LOOK: Getting Punched In The Face
keith, December 7th, 2010 at 2:26 pm, Comments: 0“Everyone has a plan ’till they get punched in the mouth.” – Mike Tyson There have been a lot of interesting Mike Tyson quotes over [...]
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EARLY LOOK: Printing Price Volatility
keith, December 6th, 2010 at 3:00 pm, Comments: 0“If the government owns all of the printing presses, it will determine what is to be printed and what is not to be printed.” -Ludwig [...]
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EARLY LOOK: Less is a Good Thing
keith, December 3rd, 2010 at 8:14 am, Comments: 0“Less Is A Good Thing.” -Jason Fried & Heinemeier Hansson At our year-end Hedgeye meeting this week, this was the most valuable take-away from the [...]
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EARLY LOOK: Another Day at the Carnival
keith, December 2nd, 2010 at 7:32 am, Comments: 0“If I shoot at the sun, I may hit a star.” – P.T. Barnum Yesterday we held our quarterly company meeting in New Haven, Connecticut. [...]
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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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