Archive for April, 2011
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EARLY LOOK: Currency Rodeos
keith, April 24th, 2011 at 8:35 am, Comments: 0“A national debt, if it is not excessive, will be to us a national blessing.” – Alexander Hamilton Like Keith, I’m a born and bred [...]
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EARLY LOOK: The Case of the Missing Stimulus
keith, April 23rd, 2011 at 8:41 am, Comments: 0“The case has, in some respects, been not entirely devoid of interest.” -Sherlock Holmes Sherlock Holmes is the fictional detective created by Scottish author and [...]
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EARLY LOOK: Getting to the Puck
keith, April 21st, 2011 at 8:20 am, Comments: 0“A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” -Wayne Gretzky Late last [...]
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EARLY LOOK: Forgetfulness
keith, April 15th, 2011 at 8:15 am, Comments: 0The name of the author is the first to go followed obediently by the title, the plot, the heartbreaking conclusion, the entire novel which suddenly [...]
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CHART OF THE DAY: Currency Crash?
keith, April 15th, 2011 at 8:04 am, Comments: 0 -
EARLY LOOK: Serfdom’s Road
keith, April 14th, 2011 at 9:09 am, Comments: 0“It is seldom that liberty of any kind is lost all at once.” -David Hume I shifted reading gears this weekend from Lincoln (“Team of [...]
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EARLY LOOK: America’s Last Entitlement
keith, April 11th, 2011 at 8:05 am, Comments: 0“The best way to destroy the capitalist system is to debauch the currency.” -John Maynard Keynes What’s worse right now, American fiscal or monetary policy? [...]
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EARLY LOOK: Charming Bears
keith, April 10th, 2011 at 8:03 am, Comments: 0“I bear a charmed life.” -William Shakespeare How bearish are you? I know I’m bearish at a price, but I don’t think I am Bearish [...]
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EARLY LOOK: Patriot Pigs
keith, April 9th, 2011 at 7:57 am, Comments: 0“Lincoln’s ability to retain his emotional balance in such difficult situations was rooted in an acute self awareness.” -Doris Kearns Goodwin, Team Of Rivals I’m [...]
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EARLY LOOK: The Fiat Flock
keith, April 8th, 2011 at 7:51 am, Comments: 0“They would be our shepherds, and we are to be their flock.” -Frederic Bastiat After watching Maria Bartiromo interview Chicago Federal Reserve Bank President Charles [...]
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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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