Archive for January, 2011
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EARLY LOOK: Munis: Flurry, Blizzard or Avalanche?
keith, January 31st, 2011 at 7:33 am, Comments: 0This note was oriignally published for subscribers on January 28,2011 “No snowflake ever falls in the wrong place.” – Ancient Zen Proverb Both the title [...]
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EARLY LOOK: Staying on the Line
keith, January 30th, 2011 at 7:31 am, Comments: 0This note was originally published for subscribers on January 27, 2011. “Someone has to stay on the line and say, no, we can do this [...]
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EARLY LOOK: Sputnik’s Bone
keith, January 29th, 2011 at 7:54 am, Comments: 0This note was originally published on January 26th for subscribers. “Man’s tongue is soft, and bone doth lack; yet a stroke therewith may break a [...]
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EARLY LOOK: The Last Entitlement
keith, January 28th, 2011 at 9:01 am, Comments: 0This note was originally published on January 25, 2011 for subscribers. “When a milestone is conquered, the subtle erosion called entitlement begins its consuming grind.” [...]
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EARLY LOOK: Golden Silence
keith, January 27th, 2011 at 8:02 am, Comments: 0This note was originally published on January 24, 2011 for subscribers. “Silence may be golden, but can you think of a better way to entertain [...]
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EARLY LOOK: Ber-nank’s Housewives
keith, January 24th, 2011 at 7:57 am, Comments: 0“By and large, mothers and housewives are the only workers who do not have regular time off. They are the great vacationless class. ” -Anne [...]
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EARLY LOOK: Tales from Tunisia
keith, January 23rd, 2011 at 8:02 am, Comments: 0“The darkest thing about Africa has been our ignorance of it.” -George Kimble Tunisia is the northernmost nation in Africa. This African outpost of some [...]
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EARLY LOOK: Governing the Government
keith, January 22nd, 2011 at 7:37 am, Comments: 0This note was originally published for subscribers on January 19th, 2011. _________________________________________________ “The Constitution was designed to govern the government, not the people.” -Steve Hanke [...]
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EARLY LOOK: Complex Simplicities
keith, January 21st, 2011 at 7:38 am, Comments: 0“I must forever make the complex the simple.” -Martin Luther King, Jr. Ironically enough, one of my best friends gave me “The Autobiography of Martin [...]
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EARLY LOOK: Chirp, or Be Chirped
keith, January 17th, 2011 at 8:37 am, Comments: 0“The fact that we are today to debate raising America’s debt limit is a sign of leadership failure.” -Senator Barack Obama, March 2006 Our CEO [...]
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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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