Archive for February, 2011
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EARLY LOOK: Loving the Process
keith, February 11th, 2011 at 8:54 am, Comments: 0This note was originally published on February 8, 2011 for subscribers. “Perhaps love is the process of my leading you gently back to yourself.” -Antoine [...]
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EARLY LOOK: Empty Stomachs
keith, February 10th, 2011 at 5:19 am, Comments: 0This note was originally published on February 7, 2011 for subscribers. “An empty stomach is not a good political adviser.” -Albert Einstein Economic groupthink is [...]
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EARLY LOOK: Known Unknowns
keith, February 7th, 2011 at 8:34 am, Comments: 0This note was originally published for subscribers on February 4, 2011 “Reports that say that something hasn’t happened are always interesting to me, because as [...]
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EARLY LOOK: Bond Boys
keith, February 6th, 2011 at 8:35 am, Comments: 0This note was originally published on February 3, 2011 for subscribers. “Big boys don’t cry unless their last name is Boehner, or they’re a banker [...]
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EARLY LOOK: Luxury Things
keith, February 5th, 2011 at 8:09 am, Comments: 0This note was originally published on February 2, 2o11 for subscribers. “Poverty wants some things, Luxury many things, Avarice all things.” -Benjamin Franklin Yesterday, one [...]
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EARLY LOOK: Men of Conformity
keith, February 4th, 2011 at 7:58 am, Comments: 0This note was originally published on February 1, 2011, for subscribers. “I would rather be a man of conviction than a man of conformity.” -Martin [...]
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EARLY LOOK: Suffocating Stagflation
keith, February 3rd, 2011 at 7:34 am, Comments: 0This note was orignally published on January 31,2011 for subscribers. “It’s nice and breezy here. In Cairo one suffocates.” -Hosni Mubarak Suffocating your citizenry with [...]
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CHART OF THE DAY: Social Unrest
keith, February 2nd, 2011 at 8:12 am, Comments: 0Social unrest occurs when people can’t afford the “luxury” of eating.
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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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