@Hedgeye Hedgeye

Hedgeye's CEO, Keith McCullough, emphasizes the importance of being nimble and flexible with investments, citing that assuming liquidity will always be available can be a costly mistake. He also highlights Hedgeye's unique approach to asset management, focusing on trust, accountability, and transparency. Additionally, Hedgeye's analysts are providing insights on various market trends, including the dominance of a few AI-fueled mega caps, the cannabis industry, and the impact of DRAM inventory collapse.

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Social Influence

Social category influence finance #7025 stocks cryptocurrencies technology brands countries automotive brands currencies fashion brands celebrities us election

Social topic influence inflation #544, stocks, money, fed, bitcoin, events, $nvda, $googl, debt, ceo #1221

Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Metadium (META) SPDR S&P [---] ETF Trust (SPY) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Vixco (VIX) Microsoft Corp. (MSFT) Netflix Inc (NFLX) SPX6900 (SPX) Roku, Inc. (ROKU) SPDR GOLD ETF (GLD) CyberConnect (CYBER) Starbucks Corporation (SBUX) Fartcoin (FARTCOIN) Deere & Company (DE) FedEx Corporation (FDX) Ethereum (ETH) Medical Properties Trust, Inc. (MPW) Strategy (MSTR) Charter Communications Inc (CHTR) Pinterest, Inc. (PINS) Snap, Inc. (SNAP) DraftKings Inc. Class A Common Stock (DKNG)

Top Social Posts

Top posts by engagements in the last [--] hours

"#HedgeyeNation wants some Ranges on $PLBY @playboy a Brian McGough @HedgeyeRetail 'Best Idea' Long. Join @KeithMcCullough on RTA Live NOW. Real-Time Alerts 66% off now: http://bit.ly/3yqwjgs http://bit.ly/3yqwjgs"
X Link 2021-08-04T15:16Z 225K followers, [--] engagements

"maybe think harder"
X Link 2021-10-01T14:06Z 225.5K followers, [---] engagements

"would easily pay a 5% expense ratio for an Inverse Cramer ETF"
X Link 2021-10-15T13:44Z 225.6K followers, [--] engagements

"Over a quarter of Pelosi's portfolio is in Microsoft. $MSFT is up over 4.5% today. https://x.com/quantbase_/status/1453402189720965125 @Hedgeye 25.68% of her portfolio is in MSFT. Its her largest position Hahahah https://x.com/quantbase_/status/1453402189720965125 @Hedgeye 25.68% of her portfolio is in MSFT. Its her largest position Hahahah"
X Link 2021-10-27T16:55Z 225.6K followers, [--] engagements

""other instruments" . crypto ECB'S SCHNABEL SAYS POLICY MIX SHOULD SHIFT AWAY FROM ASSET PURCHASES TO OTHER INSTRUMENTS ECB'S SCHNABEL SAYS POLICY MIX SHOULD SHIFT AWAY FROM ASSET PURCHASES TO OTHER INSTRUMENTS"
X Link 2021-11-17T14:42Z 222.4K followers, [--] engagements

"Best Idea Long $PLBY @playboy @MikeCBamber @Hedgeye @iamcardib @Playboy @HedgeyeRetail Yes brand repositioning for several years now. Back to its roots in terms of values (freedom of expression personal liberties). Relevant with the millenials and gen Z generations plus women. Nobody wants boomer men as a core customer group and it's not one here. @MikeCBamber @Hedgeye @iamcardib @Playboy @HedgeyeRetail Yes brand repositioning for several years now. Back to its roots in terms of values (freedom of expression personal liberties). Relevant with the millenials and gen Z generations plus women."
X Link 2021-12-02T16:55Z 225.2K followers, [--] engagements

"Biden: "Make no mistake inflation is largely the fault of Putin.""
X Link 2022-03-11T18:22Z 225.7K followers, [----] engagements

"New Zealands $ENZL 2-10 spread Inverts with the central bank planning on raising interest rates by [--] bps next Wednesday (8/17)"
X Link 2022-08-10T11:11Z 225.5K followers, [--] engagements

"LET THE SUMMIT BEGIN We are super excited to announce our 9th "Hedgeye Investing Summit" hosted by @KeithMcCullough We are certain this will be the most actionable + insightful + entertaining content you will find anywhere Register for free access: https://bit.ly/3CuvEPM https://bit.ly/3CuvEPM"
X Link 2022-10-04T20:08Z 225.8K followers, [---] engagements

"New Zealand Raises Rates by [--] bps as expected into an economic slowdown. The committee stated its commitment to continue to raise rates to tame inflation. Inflation is currently at +7.3% YoY the highest since [----]. The Reserve Banks target is 1-3%"
X Link 2022-10-05T12:23Z 225.5K followers, [--] engagements

"What a beaut @HedgeyeGLL Listen to The Call HERE: http://info.hedgeye.com/TheCall1 Sean "GQ" Jenkins on The Call this morning. @HedgeyeGLL https://t.co/LN7kfuI1N1 http://info.hedgeye.com/TheCall1 Sean "GQ" Jenkins on The Call this morning. @HedgeyeGLL https://t.co/LN7kfuI1N1"
X Link 2022-10-27T12:13Z 225.9K followers, [--] engagements

""This survey from Allianz found that 54% of Americans say they've stopped or reduced their retirement savings due to inflation. 43% say they've dipped into their retirement savings due to inflation." via @HedgeyeFIG on "The Call" this morning Learn more: https://info.hedgeye.com/TheCall1 https://info.hedgeye.com/TheCall1"
X Link 2022-10-31T12:29Z 225.9K followers, [--] engagements

"@KeithMcCullough @AlderLaneEggs "SBF is bailing out known Ponzis and frauds in the crypto space. The Cartoon Network @CNBC has painted him as the JPMorgan of crypto which makes absolutely no sense." @AlderLaneEggs 🔥🔥 on FTX to @KeithMcCullough"
X Link 2022-11-09T01:18Z 225.9K followers, [--] engagements

"World 2-10 Spreads continue to point to a global #Quad4 recession. New Zealands $ENZL 2-10 spread is one of ten countries making cycle lows this week"
X Link 2022-11-29T12:31Z 225.5K followers, [--] engagements

"@KeithMcCullough On Monday Keith & @HedgeyeFIG looked at the $16.5B discount First Citizens Bank received. $FIZN I hope anybody who doesnt call this a bailout really feels smart about it. Everybodys going to want that deal now. Thats the rub. Full clip: https://app.hedgeye.com/feed_items/131119with_category=17-insights https://app.hedgeye.com/feed_items/131119with_category=17-insights"
X Link 2023-04-02T15:53Z 225.8K followers, [----] engagements

"This Weeks Events @Hedgeye 4/17: Communications Themes @HedgeyeComm $META $NFLX $GOOG $PINS $CHTR $T 4/17: Food Retailer Outlook @Hedgeye_Staples $KR $ACI $COST $BJ $WMT 4/17: GLL Earnings Preview @HedgeyeSnakeye @HedgeyeGLL ***Institutional investors email sales@hedgeye.com"
X Link 2023-04-17T00:50Z 225.8K followers, 59.1K engagements

"@AlderLaneEggs"
X Link 2023-05-01T22:09Z 225.5K followers, 35.8K engagements

"Big Tech bagholders form an emotional attachment to their investments To @KeithMcCullough there's no difference between $GOOGL and little-knowns ETFs like $EFNL Theyre just tickers. Thats the fractal beauty of this. You really dont care. Full clip: https://app.hedgeye.com/insights/133501-the-macro-show-keith-mcculloughtype=macro%2Chedgeye-tv https://app.hedgeye.com/insights/133501-the-macro-show-keith-mcculloughtype=macro%2Chedgeye-tv"
X Link 2023-05-15T19:12Z 222.3K followers, 27.5K engagements

"6 Hedgeye analysts pitch one of their high-conviction stock ideas in [--] minutes or less to @KeithMcCullough You dont want to miss this actionable webcast 🔥 @HedgeyeREITs @HedgeyeChina @HedgeyeFIG @HedgeyeRetailJM @HedgeyeHC @Hedgeye_Staples https://app.hedgeye.com/insights/136669-the-pitch-6-hedgeye-analysts-6-stock-ideas-60-minutestype=macro%2Cmarket-insights https://app.hedgeye.com/insights/136669-the-pitch-6-hedgeye-analysts-6-stock-ideas-60-minutestype=macro%2Cmarket-insights"
X Link 2023-07-23T16:20Z 225.8K followers, 46.5K engagements

"Las Vegas here we come 🎰🎲 Join us Tuesday Sept. [--]. 📈9am-5pm: Exclusive presentations from the Hedgeye research team 🍻Happy hour with @KeithMcCullough and #HedgeyeNation 🍽Private dinners with our analysts Our special "Early Bird All Access" ticket pricing expires soon (save 25%). Join us in Vegas 👇👇👇 https://www.hedgeyeregional.com/lasvegas https://www.hedgeyeregional.com/lasvegas"
X Link 2023-08-10T18:13Z 225.8K followers, 59.4K engagements

"Game time @HedgeyeSnakeye & @HedgeyeGLL Cruisers Update Call at 10am. "Cruise stocks have come off their highs on the back of $NCLH 's whiff of a qtr & broader fears of macro. It looks like a buying opportunity." Institutional investors email sales@hedgeye.com for access"
X Link 2023-08-23T13:39Z 225.8K followers, 21.5K engagements

"☠ AMC Is In a Negative Death Spiral $AMC is on track to go to ZERO" explains Andrew Freedman @HedgeyeComm. "Theyre really closeif not already fully in thisnegative death spiral." "The stock is down a lotbut its one of those situations where theres still another 100% to go. Watch the full 3:39 minute clip free: https://app.hedgeye.com/insights/138270-freedman-amc-is-in-a-negative-death-spiraltype=stock-and-policy%2Chedgeye-tv https://app.hedgeye.com/insights/138270-freedman-amc-is-in-a-negative-death-spiraltype=stock-and-policy%2Chedgeye-tv"
X Link 2023-08-23T18:39Z 225.9K followers, 34.8K engagements

"PAY IT FORWARD: Its game on today ⛳ at our annual Hedgeye Cares Charity Golf Challenge. Hedgeyes employees are passionate about helping our community ♥ Hedgeye Cares is our employee-run non-profit which benefits several charities in the area including @BCYLeaders Bridgeport Caribe Youth Leaders a youth organization that focuses on sports education and civic community leadership and serves more than [----] elementary middle school and high school students in the Bridgeport community"
X Link 2023-09-26T19:09Z 225.8K followers, 44.9K engagements

"Today is Bob Rich's birthday🎂 In addition to being a world-class cartoonist Bob is a world-class human being. We're blessed to have him on our team"
X Link 2023-11-10T15:39Z 225.9K followers, 31.1K engagements

"Upcoming Events @Hedgeye 11/27: FREE ALL ACCESS DAY 11/27: @HedgeyeIndstrls Short $DE Black Book 11/28:@HowardWPenney Short $SBUX Black Book 11/28: @HoweGeneration Demography:All About the Indicators 11/29:@HedgeyeREITsNew Short $PSEC Black Book 11/29: @HedgeyeComm Comms Wrap Call 11/30:@HedgeyeDC Middle East Conflict w/Col. Jeff McCausland @mccauslj 11/30:@HedgeyeFIGHousing Themes Interested in listening in ***Institutional investors email sales@hedgeye.com for access. https://app.hedgeye.com/insights/142930-free-all-access-best-8-products-nov-27thtype=macro%2Cmarket-insights"
X Link 2023-11-27T12:39Z 225.8K followers, 103.5K engagements

"MCCULLOUGH: This Is Not [----] This Is Far More Dangerous⚠ 🔊 [----] was a story about Wall Street leverage bad behavior frauds. This one is far more dangerous. This one is about Main Street 🏡 Its about 50% going on 60% - 70% of Americans not having any money left and needing government handouts increasingly to offset that pressure. Needing more credit cards 💳 more leverage. If youre paying 22% on a credit card think about where you must be financially. "Buy Now Pay Later" (BNPL) This is far more dangerous for far more people. This is a Main Street recession that were just entering. I dont know"
X Link 2023-12-06T20:01Z 223.8K followers, 1.1M engagements

"In Memoriam: Honoring the Life and Legacy of Todd Jordan It is with unspeakable sadness and the heaviest of hearts that we share the devastating news of Todd Jordan's sudden and unexpected passing. We are shattered and shaken by this loss. Todd was a dear friend to all of us at Hedgeye and an esteemed colleague. The pain is immeasurable and our hearts ache with grief. We are still in shock and struggling to come to terms with the reality of his absence. As a cornerstone of our firm since its inception Todd was not only an exceptional analyst but also a pivotal force as the head of our Gaming"
X Link 2023-12-18T13:13Z 225.8K followers, 130.1K engagements

"🏈💸Leave Gambling Out of Your Investment Strategy "Gambling if it's for entertainment can be fun and emotional. But if you're doing that with our Risk Ranges and full-investing cycle process you're completely going to get killed. We're not trying to win lotteries here today." Long odds can make for a fun football wager but @KeithMcCullough and @HedgeyeGLL explain why there's no room for gambling when it comes to a successful risk management strategy"
X Link 2024-01-09T18:15Z 225.8K followers, 11.6K engagements

"@KeithMcCullough That feeling you get when you're long $URNM $INDA $EPHE $GLD (and not a one-dimensional $SPY monkey)"
X Link 2024-01-12T15:35Z 225.5K followers, [----] engagements

"Upcoming Events @Hedgeye 1/23: @HedgeyeComm Software: New Short $NOW Black Book 1/23: @HedgeyeGLL Cruisers Wave Season Update $CLL $NCLH $RCL 1/24: @HedgeyeRetail Amer Sports (AS) Pre-IPO Review 1/25: @HedgeyeDC Policy & Politics 1/25: @HoweGeneration All About the Indicators Interested in listening in ***Institutional investors email sales@hedgeye.com for access"
X Link 2024-01-22T13:04Z 225.8K followers, 272K engagements

"📈Profitable Pivots Philippines $EPHE (added 12/8) up 2.1% last week Dutch stocks via $EWN (added 1/2) up 3.6% India stock market via $INDA and $SMIN. BSE Sensex Index was up .5% with a 16.3% 3-month return. From @KeithMcCullough's Early Look: https://app.hedgeye.com/insights/146273-chart-of-the-day-philippines-pivot-pays-off-ephetype=macro https://app.hedgeye.com/insights/146273-chart-of-the-day-philippines-pivot-pays-off-ephetype=macro"
X Link 2024-02-12T14:18Z 225.5K followers, 141K engagements

"$EPHE $EWN & $INDA are among the 35+ long positions subscribers can monitor in Portfolio Solutions. Click here to see inside @KeithMcCullough's portfolio: Subscribe to the Early Look our daily market newsletter: https://accounts.hedgeye.com/products/morning-newsletter/18 https://accounts.hedgeye.com/products/portfolio_solutions/985 https://accounts.hedgeye.com/products/morning-newsletter/18 https://accounts.hedgeye.com/products/portfolio_solutions/985"
X Link 2024-02-12T14:20Z 225.5K followers, [----] engagements

"🌏We #GoAnywhere with our hard-earned capital @KeithMcCullough didn't know he'd get long Philippines until the signal told him to. Philippines Stock Exchange is now up 1.3% in the past month and 11.3% the past [--] months India's BSE Sensex up 3.3% and 10.8% Emerging Markets $EPHE & India $INDA are among his 30+ current ETF longs. Learn more in today's Early Look: https://app.hedgeye.com/insights/147514-chart-of-the-day-long-emerging-markets-at-the-right-timetype=macro%2Cmarket-insights"
X Link 2024-03-11T12:56Z 225.5K followers, [----] engagements

"To follow when McCullough adds removes and re-ranks $INDA $EPHE and the rest of the ETFs in his portfolio subscribe to Portfolio Solutions: Subscribe to the Early Look our daily market newsletter with investable insights: https://accounts.hedgeye.com/products/morning-newsletter/18 https://accounts.hedgeye.com/products/portfolio_solutions/985 https://accounts.hedgeye.com/products/morning-newsletter/18 https://accounts.hedgeye.com/products/portfolio_solutions/985"
X Link 2024-03-11T12:58Z 225.5K followers, [----] engagements

""The energy industrys ultimate goal is to provide affordable energy. Youre not doing that with solar." @HedgeyeENERGY "In a world where its hard to find shorts these have been some of the best shorts." @KeithMcCullough on $PBD $HYDR $PLUG Full clip: https://app.hedgeye.com/insights/147952-wall-street-missed-the-mark-pushing-solar-hydrogen-stocks-hydr-plutype=stock-and-policy%2Chedgeye-tv https://app.hedgeye.com/insights/147952-wall-street-missed-the-mark-pushing-solar-hydrogen-stocks-hydr-plutype=stock-and-policy%2Chedgeye-tv"
X Link 2024-03-20T11:32Z 224.2K followers, [----] engagements

"🔥UPDATED: Upcoming Events @Hedgeye 4/29: Viking Holdings $VIK Pre-IPO Black Book hosted by @HedgeyeGLL 5/1: Nike $NKE Long Black Book hosted by @HedgeyeRetail 5/1: Transports Black Book $EXPD $FDX $CP $NSC $KNX $SNDR hosted by @HedgeyeIndstrls ***Institutional investors email sales@hedgeye.com for access. https://twitter.com/i/web/status/1784917337113534899 https://twitter.com/i/web/status/1784917337113534899"
X Link 2024-04-29T12:07Z 225.5K followers, 292.7K engagements

"Question: How do you risk manage your portfolio Have you already established MIN and MAX position rules by Asset Class Have you already established how many basis points youll buy/sell incrementally If/when you violate your established rules why are you doing that Today's Chart of the Day shows CEO @KeithMcCullough's personal position sizing rules. Click here for more: https://app.hedgeye.com/insights/150135-chart-of-the-day-position-size-to-perfectionwith_category=17-insights https://app.hedgeye.com/insights/150135-chart-of-the-day-position-size-to-perfectionwith_category=17-insights"
X Link 2024-05-07T13:12Z 225.6K followers, 14.5K engagements

"As Gold hits a new all-time high today. Question. What have been the biggest movers to the top of @KeithMcCullough's long-only ETF picks in "Portfolio Solutions" in the past month Gold $GLD followed by Gold $AAAU https://twitter.com/i/web/status/1824475759383048268 https://twitter.com/i/web/status/1824475759383048268"
X Link 2024-08-16T15:58Z 222.2K followers, 14.3K engagements

"EXPOSED: US Government Data is Being Leaked; National Embarrassment ⚠ No punches were pulled during this mornings episode of The Macro Show when Hedgeye Director of Research Daryl Jones @HedgeyeDJ and Macro analyst Ryan Ricci @HedgeyeAI exposed shocking evidence of clear manipulation of the US stock market and glaringly obvious data leaks threatening the integrity of our countrys financial system. This week every single major report was leaked at least an hour beforehand revealed Ricci. People are clearly getting information early and taking advantage of it. Were not really hearing anybody"
X Link 2024-09-06T18:04Z 225.9K followers, 156K engagements

"CALL INVITE - Short Bias $PR $MTDR $CHRD; SMID E&Ps Black Book Our Energy team led by sector head Fernando Valle @HedgeyeENERGY is hosting a presentation on New Short Bias names Matador Resources $MTDR Permian Resources $PR and Chord Energy $CHRD on Thursday September 12th at 12:30 pm ET. CLICK HERE for access: Valle will go through type-curves and inventory for each of these companies in the presentation. Click for more info on the Short Bias thesis: https://app.hedgeye.com/insights/155443-call-invite-short-bias-pr-mtdr-chrd-smid-e-ps-black-bookwith_category=17-insights"
X Link 2024-09-09T15:28Z 225.9K followers, [----] engagements

"The Fed is devaluing the US Dollar - This is why you should care ⚠ In the latest episode of "Rooster Reacts" Hedgeye Macro analyst Ryan Ricci @HedgeyeAI breaks down the Fed's 50bps rate cut and how it is detrimental to the purchasing power of Americans. Enjoy the full episode & leave your thoughts in the comments 👇"
X Link 2024-09-21T16:38Z 225.9K followers, 26.8K engagements

"CHART OF THE DAY: Global Money Supply Skyrocketing 🚀 "Unfortunately the downside of "money money money" is weakening currencies and eventually accelerating inflation. While inflation might not be a problem for the wealthy for the rest of us rising prices are certainly bad news for the monthly budget." -@HedgeyeDJ https://app.hedgeye.com/insights/156721-chart-of-the-day-global-money-supply-skyrocketingwith_category=17 https://app.hedgeye.com/insights/156721-chart-of-the-day-global-money-supply-skyrocketingwith_category=17"
X Link 2024-10-02T13:14Z 225.9K followers, 23.8K engagements

"Murray Stahl is LIVE to wrap up Day [--] of the "Hedgeye Investing Summit"🚨 Hedgeye CEO @KeithMcCullough and the Horizon Kinetics CEO CIO and Co-Founder will discuss lesser-known valuable investments and how to discover the next big opportunity. Click here to tune in for FREE: https://info.hedgeye.com/investing-summit-2024 https://twitter.com/i/web/status/1844061298444910614 https://info.hedgeye.com/investing-summit-2024 https://twitter.com/i/web/status/1844061298444910614"
X Link 2024-10-09T17:04Z 224.9K followers, 27.4K engagements

"EPIC short call on $TXG (10X Genomics) from @HedgeyeHC 🔥 $TXG missed 3Q24 earnings this morning sending the stock plummeting -26% in pre-market trading. Tobin has been short $TXG since March [----] riding it down from $70 after being bullish on its way up to $202 in [----]. According to Tobin "The worst part hasn't even happened yet." Click here to get more Health Care research and follow all new developments: #TXG @KeithMcCullough https://landing.hedgeye.com/health-care-pro-tom-tobin/ https://landing.hedgeye.com/health-care-pro-tom-tobin/"
X Link 2024-10-10T12:18Z 225K followers, [----] engagements

"The U.S. Economy Is More Vulnerable Than the MSM Would You Like to Believe 🚨 🔊 Former Federal Reserve insider Danielle @DiMartinoBooth pulled no punches during her new conversation with Hedgeye Founder @KeithMcCullough during this week's online "Hedgeye Investing Summit." ***You will not see content of this caliber on conflicted narrative-driven MSM like CNBC. In addition to highlighting disconcerting U.S. economic developments most people are unaware of DiMartino Booth zeroed in on America's unelected monetary policymakers at the Fed. "To suggest that people who have never held a payroll"
X Link 2024-10-11T19:06Z 225.8K followers, 266.2K engagements

""Bitcoin is the most conservative investment you can possibly make." -Murray Stahl Horizon Kinetics CEO CIO and Co-Founder Murray Stahl joined Hedgeye CEO @KeithMcCullough during the "Hedgeye Investing Summit." Stahl laid out his prediction for #BTC and why it's a smart investment in [----] and beyond. He also showed why unsustainable money printing and deficit growth is creating a huge issue and compounding inflation. Here's your access to the full interview 👇 https://twitter.com/i/web/status/1849168145736454161 https://twitter.com/i/web/status/1849168145736454161"
X Link 2024-10-23T19:16Z 224.2K followers, [----] engagements

"Cartoon of the Day: Scary Expensive 👻 https://app.hedgeye.com/insights/157855-cartoon-of-the-day-scary-expensivewith_category=17 https://app.hedgeye.com/insights/157855-cartoon-of-the-day-scary-expensivewith_category=17"
X Link 2024-10-28T21:11Z 223.3K followers, [----] engagements

"Digital Assets Playbook: Crypto Just Went MOON What Comes Next Join @HedgeyeFIG @HedgeyeUSA @HEDigitalAssets LIVE at 11am ET. #Bitcoin #crypto 👇👇👇 https://app.hedgeye.com/insights/158973-digital-assets-playbook-crypto-just-went-moon-what-comes-nexttype=macro%2Cmarket-insights https://app.hedgeye.com/insights/158973-digital-assets-playbook-crypto-just-went-moon-what-comes-nexttype=macro%2Cmarket-insights"
X Link 2024-11-26T15:49Z 225.6K followers, 22.9K engagements

"BREAKING: Fartcoin's market cap is now greater than 38% of all American publicly-traded companies"
X Link 2024-12-12T13:05Z 223.5K followers, 4.8M engagements

"CHART OF THE DAY: Bullish U.S. Dollars via @KeithMcCullough https://app.hedgeye.com/insights/161750-chart-of-day-dollartype=macro%2Cmarket-insights https://app.hedgeye.com/insights/161750-chart-of-day-dollartype=macro%2Cmarket-insights"
X Link 2025-02-03T12:49Z 224.4K followers, 18.2K engagements

"MUST-WATCH The Fractal Secret of Decision-Making: TOPGUN Style Join Capt. Brian "Ponch" Rivera USNR (Ret.) @PonchAGLX and @KeithMcCullough for an eye-opening "Real Conversation" Wednesday February [--] at 11am ET. Watch free live or on-demand: Unlock the Secrets of Flow and Decision-Making Ponch will break down essential fighter aviation principles that every leader should understand before diving into one of the most misunderstood yet powerful frameworks in decision-making: the OODA loop. This non-linear decision-making cyclerooted in psychology neuroscience physics and complexity"
X Link 2025-02-04T18:18Z 224.4K followers, 27.3K engagements

"We are LIVE now 🚨 Capt. Brian "Ponch" Rivera USNR (Ret.) @PonchAGLX 1-on-1 with Hedgeye CEO @KeithMcCullough The Fractal Secret of Decision-Making: TOPGUN Style Watch free here: https://app.hedgeye.com/insights/161592-the-fractal-secret-of-decision-making-topgun-styletype=guest-interviews%2Cmarket-insights https://app.hedgeye.com/insights/161592-the-fractal-secret-of-decision-making-topgun-styletype=guest-interviews%2Cmarket-insights"
X Link 2025-02-05T16:06Z 223.9K followers, 14.8K engagements

"An #OODA Loop Masterclass happening right now with Capt. Brian "Ponch" Rivera USNR (Ret.) @PonchAGLX 1-on-1 w/@KeithMcCullough Watch free live or on-demand here: https://app.hedgeye.com/insights/161592-the-fractal-secret-of-decision-making-topgun-styletype=guest-interviews%2Cmarket-insights https://app.hedgeye.com/insights/161592-the-fractal-secret-of-decision-making-topgun-styletype=guest-interviews%2Cmarket-insights"
X Link 2025-02-05T16:44Z 224.4K followers, 12.9K engagements

"On this day [--] years ago. Michael @Saylor lost $6 billion"
X Link 2025-03-21T11:53Z 224.6K followers, 38.2K engagements

"CLOs: The $1.3 Trillion Credit Market Now Open to Individuals Collateralized Loan Obligations (CLOs) are no longer the private playground of Wall Street banks and pension fund behemoths. Thanks to ETFs like $CLOZ and $CLOX retail investors and family offices now have access to a once-exclusive marketone that spans more than $1.3 trillion in senior secured loans. As Danielle Gilbert Managing Director at @eldridge Capital Management explained to @KeithMcCullough in a new Real Conversation today 🔊 Institutions love this productthey continue to invest in it and whats great about the ETFs is that"
X Link 2025-05-21T19:12Z 223.9K followers, 50.9K engagements

"Felix Wang @HedgeyeTech warns that CoreWeave $CRWV is caught in a very dangerous and uncontrollable financing cycle on BNN Bloomberg @BNNBloomberg. https://app.hedgeye.com/insights/169003-felix-wang-on-bnn-bloomberg-unpacking-coreweave-s-6b-move-in-the-ai https://app.hedgeye.com/insights/169003-felix-wang-on-bnn-bloomberg-unpacking-coreweave-s-6b-move-in-the-ai"
X Link 2025-07-23T14:57Z 225.8K followers, 13.5K engagements

"McCullough: This Is the Most Under-Owned Asset Class 🔊 "From an institutional perspective this is the most under-owned asset class" Hedgeye CEO @KeithMcCullough said on Chinese Stocks $KBA. We risk manage by measuring and mapping volatility hedging GLOBALLY and sizing positions within defined ranges. We dont chase panic puts like consensus did. The real power lies in compoundingsticking to position sizing guidelines hedging globally and executing consistently inside risk ranges and volatility buckets. And if youve been paying attention to the process: CHINA $KBA:+10.5% in the last month"
X Link 2025-08-22T17:21Z 223.8K followers, [----] engagements

"If you're not Long a Steepener $IVOL like we are you need to #GetBetter at understanding The Bond Market"
X Link 2025-08-27T15:04Z 222.4K followers, [----] engagements

"BREAKING: $SPX claims new all-time high above $6500"
X Link 2025-08-28T18:32Z 225.6K followers, 270.6K engagements

"Looking For Shorts $HELE Destroys Capital 🔊 It can be challenging and risky to find shorts in a raging bull market like the one the U.S. has had since April. But as Hedgeye Retail analyst Arianna Petillo @HedgeyeRetailAP explains in this clip from The Call @ Hedgeye following the process will lead you to the right tickers like Helen of Troy $HELE. This isnt a company that can mitigate the tariff effects very well Petillo says. They can't take up prices. They are middle of the road. And in their guide they took down guidance for the year.they specifically called out that the consumer is"
X Link 2025-10-09T22:36Z 225.9K followers, 17.5K engagements

"McGough: Tapestry Can Get More Expensive 🔊 Tapestry $TPR has been one of Brian McGoughs @HedgeyeRetail top Long ideas since September [----] when he went long around $40. Today its trading near $116 nearly 3x higher 🚀 Many on the Street now see $TPR as too expensive. McGough disagrees. In a Quad [--] macro environment accelerating growth and slowing inflation he argues the stock still has room to run. "Yeah it looks expensive but I don't give two sh*ts about that" McGough says. "Revenue is going up here.and I think TPR is going to crush the quarter." Consensus is looking for 23% earnings growth"
X Link 2025-10-21T19:24Z 222.6K followers, [----] engagements

"Philippines $EPHE Makes New Cycle Lows And We Remain Short #GoAnywhere"
X Link 2025-11-06T16:40Z 225.5K followers, [----] engagements

"Cartoon of the Day: earish $BTC https://app.hedgeye.com/insights/174203-cartoon-of-the-daytype=macro%2Cmarket-insights https://app.hedgeye.com/insights/174203-cartoon-of-the-daytype=macro%2Cmarket-insights"
X Link 2025-11-17T13:04Z 225.3K followers, [----] engagements

"The Saylor Strategy Is Infecting Wall Street Cypherpunk Technologies $CYPH was a biotech known as Leap Therapeutics who pivoted to a digital-asset treasury strategy centered on Zcash $ZEC. Cypherpunk Technologies announced today the purchase an additional [--------] ZEC for $18 million at an average purchase price of $602.63 per ZEC. Now with the new acquisition Cypherpunk's total Zcash holdings stand at $146 million bringing the company's total network ownership to 1.43%. $CYPH is up over 511% in the past week https://twitter.com/i/web/status/1991136714530697632"
X Link 2025-11-19T13:29Z 225.7K followers, 10.5K engagements

"This Week's Events @Hedgeye Nov 24: @HedgeyeIndstrls Industrials Q4 Mid-Qtr Themes Update $FDX $PCAR $R $ROK $DE $HII $JBHT $NSP Nov 24: @HedgeyeHC New Long $RDNT Nov 24: @HedgeyeIndstrls Modernizing the Electrical Grid / AI Power Solutions Speaker $BE $CWR.LN $ETN $GEV $ABBNY Nov 24: @HedgeyeRetail Retail Mid-Qtr Themes Update Nov 26: @HedgeyeGLL Las Vegas Strip $MGM $CZR $WYNN $RRR $BYD https://twitter.com/i/web/status/1993022866816708917 https://twitter.com/i/web/status/1993022866816708917"
X Link 2025-11-24T18:24Z 224.3K followers, [----] engagements

"This Week's Events @Hedgeye Dec 8: @Hedgeye_Staples $TMICC Spin Off from $UL Dec 9: @HedgeyeGLL Cruisers Wave Report Early Season Reads Dec 9: @HedgeyeRetail $WRBY Best Idea Long Dec 10: @HedgeyeTech Data Center Update + $NBIS New Short Dec 10: @HedgeyeGLL U.S. Online Gaming Speaker w/Yield Sec CEO Ismail Vali Dec 10: @HedgeyeDC & @HedgeyeENERGY are hosting Speaker Scott Smitson & Shift in Policy towards Latin America Dec 11: @HedgeyeFIG Outlook on Public/Private Credit Dec 11: @HedgeyeIndstrls Transports w/Craig Fuller $KNX $JBHT $SNDR $ODFL $SAIA $UPS Dec 11: @HedgeyeComm $NFLX Long; $NFLX"
X Link 2025-12-08T14:46Z 222.4K followers, [----] engagements

""With a quarter point cut behind us the creditworthiness of the underlying exposures in $CLOZ or $CLOX improve.they have a greater ability to service interest at the corporate level" Join us here: https://app.hedgeye.com/insights/175524-special-event-inside-credit-rates-clos-and-the-next-phase-of-the-ctype=guest-interviews%2Cmarket-insights 🚨 LIVE TODAY AT 11AM ET Join Hedgeye Founder and CEO @KeithMcCullough for a Real Conversation with Ross Burnaman Director at Eldridge Capital Management. The webcast will explain CLOs in plain English including how they are structured why they have"
X Link 2025-12-17T16:34Z 223.9K followers, [----] engagements

"Another Disappointment Looming $NTR $MOS $CF $YARIY $FMC $CTVA Join Industrials & Materials Analyst Jay Van Sciver @HedgeyeIndstrls on Friday December [--] @ 2pm ET for an updated deep dive on his short thesis on the agricultural inputs space. He will explain why the IEEPA Supreme Court decision is likely a downside catalyst go over supply & demand dynamics and more. https://twitter.com/i/web/status/2001341574651818369 https://twitter.com/i/web/status/2001341574651818369"
X Link 2025-12-17T17:19Z 222.1K followers, [----] engagements

"BREAKING: Gold Reaches a New All-Time High of $4417/oz"
X Link 2025-12-22T13:07Z 222.7K followers, 10.9K engagements

"Working one job is no longer enough to cover living costs: In November the number of Americans working multiple jobs jumped by 677K to a record [---] million. That represents 5.7% of total employment the highest share since [----]. The cost of living crisis is real"
X Link 2025-12-23T17:02Z 225.8K followers, [----] engagements

"If you bought Silver yesterday you'd have outperformed someone holding $ETH for [--] years"
X Link 2025-12-23T18:21Z 222.6K followers, 660.2K engagements

"Closed At New All-Time Highs Today: Platinum $PPLT Silver $SLV Gold $AAAU Copper $CPER https://app.hedgeye.com/insights/175825-top-performing-etf-ideastype=macro%2Cmarket-insights https://app.hedgeye.com/insights/175825-top-performing-etf-ideastype=macro%2Cmarket-insights"
X Link 2025-12-23T21:41Z 223.8K followers, [----] engagements

"JUST IN: AWS has crashed with tens of thousands of websites currently down"
X Link 2025-12-25T02:34Z 225.5K followers, 20.6K engagements

"Christmas Eve 2018"
X Link 2025-12-25T02:38Z 223.7K followers, 15.5K engagements

"Ol 🔥 Mexico $EWW makes new all-time highs up +4.8% MoM"
X Link 2025-12-27T00:07Z 225.9K followers, [----] engagements

"The cost of living crisis explained: Since [----] inflation has eaten 3.99% of your purchasing power every year. Added up prices have risen 25.64% over five years. That means $100000 in cash is now only worth $79580 in purchasing power. The system doesnt reward savers. It punishes idle money. https://twitter.com/i/web/status/2006038120886653350 https://twitter.com/i/web/status/2006038120886653350"
X Link 2025-12-30T16:22Z 222.6K followers, 71.5K engagements

"This Week's Events @ Hedgeye Jan 8: Hedgeye CEO @KeithMcCullough Presents Q1 [----] Macro Themes [--]. USA: #Quad1 Goldilocks [--]. Rate Cuts: Americas Decelerating Inflation [--]. Short USD Long Gold Metals and EM Jan 8: @HedgeyeRetail EssilorLuxottica $EL.FP New Long Black Book & Consumer Survey Jan 9: @HedgeyeIndstrls Industrials Q1 Themes; $FDX $PCAR $UNP $R $DE $HII $JBHT $NSP $ROK Jan 9: @Hedgeye_Staples ICR Preview: $WMT $AVO $BRCC $CASY $HAYPP $HBB $JJSF $LWAY $PBH $SN $STKL $UTZ $VITL $WDFC & $ZVIA. https://twitter.com/i/web/status/2008188664996602054"
X Link 2026-01-05T14:47Z 224.9K followers, [----] engagements

"🚨 Gold has now surpassed the US Dollar as the largest Global Reserve Asset"
X Link 2026-01-06T12:30Z 225.7K followers, 250.9K engagements

""There is not one big thing in Macro that is up anywhere close to that in the last month" - @KeithMcCullough [--] out of [--] of our biggest winners in ETF Pro Plus are in Precious Metals $SLV +30.4% MoM $GDX +9.1% MoM $AAAU +5.8% MoM"
X Link 2026-01-06T12:59Z 223.7K followers, [----] engagements

"What our community does is blend Macro Fundamentals and the quantitative Signal. Hedgeye CEO @KeithMcCullough added Huntington Ingalls $HII two months ago. Did we know about Venezuela No. Our full-cycle signaling process did. +19.5% since being added to Investing Ideas"
X Link 2026-01-06T14:31Z 225.9K followers, 15.5K engagements

"Long Healthcare has smoked the field since its addition to the Long side 🔥 Mike Taylors @Mike_Taylor1972 $PINK ETF rallied +20% and Hedgeye CEO @KeithMcCullough just went 4-for-4 trading around the Core Allocation. Heres how 👇"
X Link 2026-01-07T17:03Z 225.7K followers, [----] engagements

"🚨 US Trade Deficit Shrinks to Smallest Since [----] US Trade Balance: -29.4B (Est -58.7B Prev -52.8B) Export (M/M): +2.6% (Prev +3.0%) Import (M/M): -3.2% (Prev +0.6%) The US trade deficit continues to compress"
X Link 2026-01-08T14:08Z 222.6K followers, [----] engagements

"BREAKING: Huntington Ingalls $HII extends its gains +9% today now up +23% compared to a month ago. This comes after President Trump calls for a $500 billion increase to the U.S. defense budget"
X Link 2026-01-08T15:12Z 225.9K followers, 10.1K engagements

"JUST IN: $GOOGL Alphabet has overtaken $AAPL Apple to become the world's second largest company"
X Link 2026-01-08T16:45Z 222.4K followers, [----] engagements

""Huntington Ingalls looks like Nvidia used to look." - @KeithMcCullough on The Call @ Hedgeye. $HII extends gains +11.3% in the first five trading days of [----]. What our community does is blend Macro Fundamentals and the quantitative Signal. Hedgeye CEO @KeithMcCullough added Huntington Ingalls $HII two months ago. Did we know about Venezuela No. Our full-cycle signaling process did. +19.5% since being added to Investing Ideas. https://t.co/0yijEESl55 What our community does is blend Macro Fundamentals and the quantitative Signal. Hedgeye CEO @KeithMcCullough added Huntington Ingalls $HII two"
X Link 2026-01-09T13:50Z 225.9K followers, 11.9K engagements

"Copper is critical to the future of AI. - Hyperscale data centers require up to [-----] tons of copper. - An AI chip racks contain [--] miles of copper cables. - $NVDA CEO Jensen Huang said "Copper is the best conductor we know of" in his most recent CES appearance. LARGE quantities of Copper are needed for the AI revolution"
X Link 2026-01-09T16:47Z 225.6K followers, [----] engagements

"Live Shot of Gold Bears getting smoked in a 2x inverse ETF: $DUST (2x inverse gold): -21.6% in [--] days since @KeithMcCullough went short"
X Link 2026-01-12T15:07Z 223K followers, [----] engagements

"$GOOGL Alphabet becomes one of only two public companies valued at more than $4 trillion"
X Link 2026-01-13T17:41Z 222.8K followers, [----] engagements

"BREAKING: The U.S. Mint has suspended all sales of silver products"
X Link 2026-01-14T11:39Z 224.4K followers, 3.4M engagements

"How good is that 10yr Risk Range UST [--] yr failed at TRR (top-end of the Risk Range Signal) and now bouncing off the LRR"
X Link 2026-01-14T18:15Z 223.9K followers, [----] engagements

"Mexico is getting spicy 🔥 $EWW = New All-Time Highs up +4.8% WoW"
X Link 2026-01-14T19:44Z 225.6K followers, [----] engagements

"For [--] years we've been blacklisted by most major financial media. Why Because we expose conflicts the industry would rather ignore. In [----] our analyst Kevin Kaiser uncovered accounting issues at Linn Energy $LINE when the stock traded near $40. Kaiser's work said it was worth closer to $15. CNBCs Jim Cramer called the work unscrupulous and billionaire Leon Cooperman accused us of distortion. In [----] Linn Energy filed for bankruptcy. Our research was right. The stock went to zero. The media wont tell these stories but our track record speaks for itself. Hedgeye CEO @KeithMcCullough has spent"
X Link 2026-01-15T10:03Z 225.6K followers, 17.8K engagements

"🚨 Bitcoin $IBIT records highest inflow since October"
X Link 2026-01-15T11:50Z 222.4K followers, [----] engagements

"BREAKING: Verizon $VZ Verizon to give customers $20 account credit due to the widespread outage yesterday"
X Link 2026-01-15T14:55Z 222.3K followers, [----] engagements

"BREAKING: Interactive Brokers $IBKR surges +5.6% after enabling Stablecoin funding for brokerage accounts"
X Link 2026-01-15T16:24Z 225.5K followers, 310.4K engagements

"🚨 Corporate bond spreads hit lowest level since 2007"
X Link 2026-01-16T12:50Z 222.7K followers, 503.8K engagements

"BREAKING: Riot Platforms $RIOT surges +12% after signing $1 billion data center deal with $AMD"
X Link 2026-01-16T17:30Z 225.2K followers, 14.9K engagements

"Mortgage rates just hit the lowest level in [--] years"
X Link 2026-01-16T19:10Z 222.1K followers, 66.2K engagements

"This Week's Events @Hedgeye Jan 21: @HedgeyeGLL Cruise Wave Update: $CCL $RCL $NCLH $VIK Jan 21: @HedgeyeFood Dutch Bros $BROS New Long Jan 21: @HedgeyeDC Hosting Speaker Scott Smitson Jan 23: @HedgeyeHC 10x Genomics $TXG Long"
X Link 2026-01-20T10:02Z 224.9K followers, [----] engagements

"Small Caps like the Russell $IWM have been running laps around Large Caps so far this year. As January unfolded and Large Cap Tech like $QQQ signaled lower highs Hedgeye CEO @KeithMcCullough pivoted into Small Caps $IWM executing on the process"
X Link 2026-01-20T17:55Z 222.4K followers, [----] engagements

"Long Mexico alongside our community yet $EWW = New All-Time Highs"
X Link 2026-01-20T18:08Z 225.6K followers, [----] engagements

"The $VIX is testing a move into the Chop Bucket"
X Link 2026-01-20T19:04Z 222.4K followers, [----] engagements

"The firm thats called every U.S. crash since [----] is hosting a FREE investing webcast to position you for [----]. Major inflection points ahead Key risks & opportunities How to position your portfolio now Bonus: Free access to The Macro Show Register now"
X Link 2026-01-20T20:43Z 223.3K followers, 323.4K engagements

"The firm thats called every U.S. crash since [----] is hosting a FREE investing webcast to position you for [----]. Hosted by Hedgeye CEO Keith McCullough with Portfolio Manager Mike Taylor. Bonus: Free access to The Macro Show Register now"
X Link 2026-01-20T20:44Z 223.3K followers, 318.8K engagements

"2026 Market Predictions: Portfolio Manager Mike Taylor joins Hedgeye CEO Keith McCullough for a no-holds-barred investing webcast: Major inflection points ahead Key risks & opportunities How to position your portfolio now Register now for FREE access"
X Link 2026-01-20T20:44Z 223.3K followers, 226.8K engagements

"BREAKING: Procure Space $UFO led the ETF industry in percentage growth last week. Its weekly net inflows amounted to 18% of AUM or $40.9 million. Space surged +7.9% higher week-over-week and is now up +22.5% YTD in 2026"
X Link 2026-01-20T20:46Z 226.1K followers, [----] engagements

"Two of the most widely bag-held names this morning: Netflix $NFLX down -6.9% after issuing softer-than-hoped guidance. Kraft Heinz $KHC down -5.6% after Berkshire Hathaway filed to sell up to [---] million shares"
X Link 2026-01-21T13:17Z 223.3K followers, [----] engagements

"Gamma Volatility Throttle: "SPX is back in negative gamma indicating the conditions for higher volatility are now in place. In this environment market makers are skewed towards positions that carry negative gamma exposure which must be delta hedged in the same direction as the market." @t1alpha https://twitter.com/i/web/status/2013981168622850331 https://twitter.com/i/web/status/2013981168622850331"
X Link 2026-01-21T14:25Z 222.4K followers, [----] engagements

"BREAKING (out): Mexico getting #GoAnywhere Hedgeye Full Cycle Investors paid $EWW"
X Link 2026-01-21T14:39Z 225.9K followers, [----] engagements

"Trump Remarks at DAVOS (Summary): GREENLAND [--]. Stressed strategic importance part of North America and northern frontier of Western Hemisphere. [--]. Claimed no nation or group can secure Greenland except the US; seeking immediate negotiations to acquire it. [--]. Criticized Denmark as ungrateful for Greenland which the US saved and returned after WWII. [--]. Proposed defensive measures including a Golden Dome to protect Greenland and Canada. [--]. Framed Greenland request as a very small ask emphasizing minimal use of force. TARIFFS & TRADE [--]. Monthly trade deficit cut by 77%. [--]. Used tariffs to enforce"
X Link 2026-01-21T15:12Z 222.4K followers, [----] engagements

"BREAKING: US Pending Home Sales collapsed -9.3% month-over-month missing expectations of -0.3% forecast. This marks the steepest decline since 2020"
X Link 2026-01-21T15:34Z 222.8K followers, 62.5K engagements

"Shorting the Duster $DUST was pure Gold now -11.9% WoW"
X Link 2026-01-21T16:33Z 224.9K followers, [----] engagements

"Below is an excerpt from a Top [--] Things note our Risk-Manager-In-Chief @KeithMcCullough sent to subscribers this morning before most people got out of bed. $VIX did it feel like yesterday was a big move in vol Yesterday was only the 5th time in the history of the VIX that its gone from [--] to [--] in a day. So theres that. Theres also whats causal in that behavior = a Regime Shift in VIX into the Chop Bucket which is a VIX close [--]. Will it be episodic-and-non-TRENDING or our new risk mgt reality I dont know. And I dont care. Ill do what Vol of Vol Signals do. As Real-Time Alerts subs saw I was"
X Link 2026-01-21T16:54Z 222.4K followers, [----] engagements

"8 Major Asset Allocation Changes you'll see in ETF Pro today"
X Link 2026-01-21T19:18Z 223K followers, [----] engagements

"BREAKING: Apple $AAPL to revamp Siri into a Generative AI Chatbot in second half of '26"
X Link 2026-01-21T19:52Z 222.3K followers, [----] engagements

"The Flows: CTA funds post their second-strongest start to a year since [----] trailing only 2016"
X Link 2026-01-22T13:57Z 222.3K followers, [----] engagements

"BREAKING: Platinum extends its gains above $2556/oz now up +22.1% in 2026"
X Link 2026-01-22T16:28Z 222.2K followers, 25.5K engagements

"JUST IN: SpaceX is lining up Bank of America Goldman Sachs JPMorgan and Morgan Stanley to underwrite its [----] IPO per FT. The IPO could value SpaceX as high as $1.5 trillion potentially the largest public listing in history"
X Link 2026-01-22T16:36Z 222.7K followers, [----] engagements

"BREAKING: Palladium extends its gains above $2000/oz now up +22% in 2026"
X Link 2026-01-23T15:17Z 222.7K followers, 19.5K engagements

"In a market that is overrun by mechanical processes and algorithmic trading strategies the when is often more important than the why. https://twitter.com/i/web/status/2014793723603726466 https://twitter.com/i/web/status/2014793723603726466"
X Link 2026-01-23T20:13Z 222.4K followers, [----] engagements

"Embrace the uncertainty"
X Link 2026-01-24T16:29Z 222.4K followers, [----] engagements

"You dont make money on the company you make money on the stock. 🔊 @Mike_Taylor1972 and @KeithMcCullough discuss the simple mistakes many rising hedge fund managers make. Replay now live: https://app.hedgeye.com/insights/176771-replay-crystal-ball-mike-taylor-s-2026-market-predictionstype=guest-interviews%2Cmarket-insights https://app.hedgeye.com/insights/176771-replay-crystal-ball-mike-taylor-s-2026-market-predictionstype=guest-interviews%2Cmarket-insights https://app.hedgeye.com/insights/176771-replay-crystal-ball-mike-taylor-s-2026-market-predictionstype=guest-interviews%2Cmarket-insights"
X Link 2026-01-24T20:56Z 222.4K followers, 23.1K engagements

"GOT GOLD The precious metal has officially risen above $5000/oz for the first time in history. What everyone is talking about now was a core part of @KeithMcCulloughs positioning long before CNBC pundits caught up. That didnt happen by accident. It was all about the SIGNAL. Keith was adding metals and miners systematically as his Price Volume Volatility (PVV) Signals confirmed bullish momentumlong before prices hit all-time highs. In fact he added Physical Gold (AAAU) on February [--] [----] for a +73% gain. Keith also added Silver $SLV on June [--] [----] for a +204% gain. Winning"
X Link 2026-01-25T23:59Z 222.3K followers, 15.5K engagements

"Over 80% of $SPX constituents have entered their buyback blackout window reducing corporate support as we kick off the Q4 earnings season"
X Link 2026-01-26T12:45Z 223.3K followers, [----] engagements

"Precious metals: Silver ramps another +8.8% this morning to #Quad1 Highs Silvers market cap is now a record $6 trillion"
X Link 2026-01-26T12:50Z 222.2K followers, 10.5K engagements

"Coreweave $CRWV shares jump +11% after Nvidia $NVDA invests $2 billion"
X Link 2026-01-26T13:19Z 223.9K followers, [----] engagements

"Cartoon of the Day: Bulls on a high https://app.hedgeye.com/insights/177102-cartoon-of-the-daytype=macro%2Cmarket-insights https://app.hedgeye.com/insights/177102-cartoon-of-the-daytype=macro%2Cmarket-insights"
X Link 2026-01-26T14:36Z 222.1K followers, [----] engagements

"U.S. homebuyers need to earn $112000/yr to afford a median-priced home per Redfin"
X Link 2026-01-26T15:42Z 223.6K followers, 521.4K engagements

"Signal Strength Stocks 📈 These are the winners our community is riding. Five Below $FIVE: +78% after [---] days Caterpillar $CAT: +82% after [---] days Barrick Mining $B: +136% after [---] days Alphabet $GOOGL: +59% after [---] days Huntington Ingalls $HII: +86% after [---] days This morning Hedgeye CEO @KeithMcCullough added [--] new stocks to Signal Strength Stocks bringing the active list to [--] stocks with an 83% win rate. That means [--] individual names are showing strong bullish signals in Keiths model. "Signal Strength Stocks" are quant-driven stock picks directly from Keith's PVV Model (Price"
X Link 2026-01-26T16:57Z 225.9K followers, [----] engagements

"BREAKING: Silver extends its gains +11.3% on the day to over $115/oz The melt up is accelerating"
X Link 2026-01-26T17:31Z 222.4K followers, [----] engagements

"Do NOT Chase Silver and Gold At All-Time Highs 🪙 🔊 "The best thing you can do is sell-SOME when they're up" explains Hedgeye CEO @KeithMcCullough. We often sell-SOME of a long position as price approaches the top end of the Risk Range. That doesnt mean abandoning the position. It means risk managing it. The key is staying above your minimum asset allocation so the position remains consequential if the trend continues to extend. For commodities like Silver that means 1% of your total portfolio exposure. Sell on green buy on red. Rinse and repeat all within a prevailing Bullish TREND."
X Link 2026-01-26T18:04Z 222.9K followers, 22.1K engagements

"TUESDAY AT 11AM ET: Macro Pro Q&A Webcast with @KeithMcCullough Keith will kick off the session with timely insights on the current market landscape plus practical guidance on how to get the most out of your Macro Pro subscription. Then hell open the floor for an extended live Q&A. Submit your questions here: https://app.hedgeye.com/feed_items/177132with_category=74-macro-pro https://app.hedgeye.com/feed_items/177132with_category=74-macro-pro"
X Link 2026-01-26T19:19Z 222.2K followers, [----] engagements

"Pay attention to @KeithMcCullough's Coaching Notes in Real-Time Alerts Plenty of opportunities into the close"
X Link 2026-01-26T20:21Z 222.1K followers, [----] engagements

"BREAKING: Odds of a Government Shutdown surge to 80% ahead of Saturday Deadline"
X Link 2026-01-26T21:20Z 223.1K followers, 12.1K engagements

"JUST IN: New "Chart of the Century" with data through December [----]. Hospital Services have risen 3x faster than inflation since [----]. If they had simply kept pace with CPI they would be 49% LESS expensive today vs. the current price"
X Link 2026-01-27T12:53Z 222.9K followers, [----] engagements

"U.S. ADP Change Weekly: 7.75K VS 8K Prev"
X Link 2026-01-27T13:16Z 222.2K followers, [----] engagements

"Cartoon of the Day: Run the tab 🍻 https://app.hedgeye.com/insights/177181-cartoon-of-the-daytype=macro%2Cmarket-insights https://app.hedgeye.com/insights/177181-cartoon-of-the-daytype=macro%2Cmarket-insights"
X Link 2026-01-27T14:02Z 222.1K followers, [----] engagements

"An email from a longtime subscriber to @KeithMcCullough. This is why we do the work"
X Link 2026-01-27T15:29Z 222.2K followers, 10.8K engagements

"@KeithMcCullough We also have a Process Guide and Macro Week Summary Notes available to all subscribers Process Guide: Macro Week Summary Notes: https://info.hedgeye.com/MWSummaryNotes https://app.hedgeye.com/education https://info.hedgeye.com/MWSummaryNotes https://app.hedgeye.com/education"
X Link 2026-01-27T17:23Z 222.2K followers, [----] engagements

"Why Canadians Should Be Asking Hard Questions About Mark Carney Canadian-born @KeithMcCullough explains why Mark Carneys record reveals a deep contempt for capitalism and why Canadians should take that seriously. https://twitter.com/i/web/status/2016214829401542754 https://twitter.com/i/web/status/2016214829401542754"
X Link 2026-01-27T18:20Z 225.5K followers, 63.1K engagements

"AI is replacing apps with agents bypassing traditional distribution and deciding which tech platforms survive. Hedgeye Asset Management Portfolio Manager Sam Rahman @SamofAmerica and Communications analyst Andrew Freedman @HedgeyeComm break down what Google x Apples Gemini deal means for Siri agents apps ads and the next platform war. (0:00) Why this conversation + the AI setup (4:30) Google x Apple: Gemini Siri and the inflection point (6:00) Distribution defaults and DOJ guardrails (8:17) AI as the next abstraction layer (11:52) When agents operate your phone (OSs matter less) (23:30)"
X Link 2026-01-27T19:00Z 224.3K followers, 16.5K engagements

"Industrials Signal Strength Stocks continue to outperform in #Quad1 fashion Top of Industrials Best Ideas List having a good day and year etc. Sometimes it is less good but I'll flag anyway. Clients hated the $ROP short a so-called "compounder" that is like 120% behind the market since late [----]. They were asking investors to believe something https://t.co/6TzcohmYV6 Top of Industrials Best Ideas List having a good day and year etc. Sometimes it is less good but I'll flag anyway. Clients hated the $ROP short a so-called "compounder" that is like 120% behind the market since late [----]. They"
X Link 2026-01-27T19:06Z 222.2K followers, [----] engagements

"While Old Wall is publishing $150/oz price targets on Silver (always a round number on the #OldWall) did they have the process to buy it at $50 How about $33/oz when Hedgeye Nation did back in June Process beats BS price targets every time"
X Link 2026-01-27T20:35Z 222.4K followers, [----] engagements

"McCullough: The Fed Might Actually #GetBetter 🤯 🔊 With Rick Rieder @RickRieder emerging as the clear favorite in betting markets to become the next Fed Chair Hedgeye CEO @KeithMcCullough says there are several underappreciated positives if Rieder were to take the role. First: Rieder isnt a household name at least not yet. "The most important thing in that picture that I'm showing you is the lack of social media engagement. One person retweeted the first one." Second: Rieder uses the Hedgeye process to inform how he thinks about markets and monetary policy. "I can guarantee you that our"
X Link 2026-01-27T21:06Z 222.8K followers, 18.8K engagements

"BREAKING: Gold futures surge past $5200/oz for the first time in history"
X Link 2026-01-28T00:43Z 222.7K followers, 38.1K engagements

"Cartoon of the Day: Embrace uncertainty https://app.hedgeye.com/insights/177242-cartoon-of-the-daytype=macro%2Cmarket-insights https://app.hedgeye.com/insights/177242-cartoon-of-the-daytype=macro%2Cmarket-insights"
X Link 2026-01-28T13:01Z 222.4K followers, [----] engagements

"BREAKING: Gold surges above $5400/oz gaining +4.6% on the day"
X Link 2026-01-28T22:11Z 222.6K followers, [----] engagements

"Looking at @KeithMcCullough's Long Only Retirement Account: A. [--] of [--] (83%) are beating the S&P [---] Average relative performance is 27.9% (w/o SLV is 19.2%). B. [--] of [--] (61%) of our positions are beating SPY by double digits. You can see it updated by position SIZE in Portfolio Solutions: https://insights.hedgeye.com/portfolio-solutions/ https://insights.hedgeye.com/portfolio-solutions/"
X Link 2026-01-29T12:55Z 223.3K followers, 16.4K engagements

"Cartoon of the Day: Bulls keep climbing https://app.hedgeye.com/insights/177291-cartoon-of-the-daytype=macro%2Cmarket-insights https://app.hedgeye.com/insights/177291-cartoon-of-the-daytype=macro%2Cmarket-insights"
X Link 2026-01-29T13:04Z 222.6K followers, [----] engagements

"Turkish Equities Headed for Strongest Month Since [----] Our GIP Model flagged three straight months of #Quad1 in our Macro Themes deck and the Fractal Gods are confirming it for Hedgeye Nation"
X Link 2026-01-29T14:05Z 222.6K followers, [----] engagements

"BREAKING: Namib Minerals $NAMM a Zimbabwean gold producer has ripped +515% in the past month alone 🔥"
X Link 2026-01-29T14:11Z 222.9K followers, [----] engagements

"Gold Silver Platinum & Copper ripping to fresh All-Time Highs for Hedgeye Nation It's a Heavy Metal banger of a Bull Market"
X Link 2026-01-29T14:20Z 222.6K followers, [----] engagements

"Funny how Tom Lee isnt on CNBC this morning with Crypto crashing Regardless we keep executing the process. @KeithMcCullough re-loaded the $BMNR Short yesterday at $29.87 for an overnight return of +9% (see Real-Time Alerts). Risk happens slowly then all at once"
X Link 2026-01-29T16:15Z 224.3K followers, 11.7K engagements

"Gold is up 88% since @KeithMcCullough went long back on February [--] 2025"
X Link 2026-01-29T17:38Z 222.8K followers, [----] engagements

"McCullough: Hedgeye Will Keep Calling It Like It Is 🔊 Hedgeye CEO @KeithMcCullough didnt hold back after Powells latest remarks calling out the Fed's arrogance and the MSM Media that enables it. Americans are tired of the ivory tower establishment pretending everything is fine while suppressing dissenting voices. Powell even challenged critics with a straight face: If there was anyone or anything out there that is better bring it on. McCulloughs response was blunt: Hedgeye is not allowed in because weve been blackballed by the Fed. Hedgeyes been bringing it for [--] years and we wont stop now."
X Link 2026-01-29T18:59Z 223K followers, 21.3K engagements

"BREAKING: The US Senate blocks government funding package to keep the government open in a 45-55 vote"
X Link 2026-01-29T19:13Z 223K followers, 10.6K engagements

"Just like owning Big Tech into the Dot-Com Bubble @KeithMcCullough says nowhere near enough investors were Bearish on $MSFT heading into earnings"
X Link 2026-01-29T19:58Z 222.9K followers, 15.1K engagements

"🚨 Silver is on track to deliver [--] straight months of gains the longest streak in history"
X Link 2026-01-29T20:07Z 223K followers, 18.3K engagements

"Precious metals: Cooling off"
X Link 2026-01-30T11:54Z 222.9K followers, [----] engagements

"BREAKING: President Trump nominates Kevin Warsh as the next Fed Chairman"
X Link 2026-01-30T12:23Z 222.8K followers, [----] engagements

"In today's Early Look: "Right Now vs. Right Eventually" From [----] to [----] gold produced a 77% cumulative return while the S&P 500's total return was nearly triple that at 212%. Over the last [--] months the entire 10-year performance gap from 2014-2023 has been erased. So were the gold bugs right Yes and no. Being right but not being rightnow is simply another way of being wrong in markets. https://twitter.com/i/web/status/2017231803715645554 https://twitter.com/i/web/status/2017231803715645554"
X Link 2026-01-30T13:41Z 225.7K followers, [----] engagements

"December PPI inflation comes in at 3.0% (2.7% EST. 3.0% PREV.)"
X Link 2026-01-30T13:43Z 223K followers, [----] engagements

"Cartoon of the Day: Grinders win over time https://app.hedgeye.com/insights/177368-cartoon-of-the-daytype=macro%2Cmarket-insights https://app.hedgeye.com/insights/177368-cartoon-of-the-daytype=macro%2Cmarket-insights"
X Link 2026-01-30T15:37Z 222.9K followers, [----] engagements

"$MSTR -69.4% from Cycle High Whats been Bearish TREND in this epic #Quad1 Answer: Bitcoin. We remain short via $MSTY a leveraged $MSTR ETF. Hedgeye CEO @KeithMcCullough initiated the short on September 2nd and its now up +51.4% for Hedgeye Nation"
X Link 2026-01-30T16:48Z 225.7K followers, [----] engagements

"@chooserich Better to be short via $MSTY $MSTR -69.4% from Cycle High"
X Link 2026-01-30T17:04Z 225.7K followers, [----] engagements

"Gold is down because: A) It went straight up B) The USD is bouncing off oversold lows (correlation -0.93) C) Gold Vol (GVZ) isnt mathematically sustainable"
X Link 2026-01-30T18:45Z 223.3K followers, 23.1K engagements

"BREAKING: Bitcoin falls below $80000 for the first time since April 2025"
X Link 2026-01-31T17:03Z 223.2K followers, 10.9K engagements

"Bitcoin ETF Capitulation Watch: $BTC is now well below the average cost basis of all U.S. spot ETF buyers near $84100"
X Link 2026-01-31T17:34Z 223.9K followers, 15.6K engagements

"Bitcoin Risk Range setup was reviewed on The Macro Show We remain short of it via $MSTY as it continues to push fresh Cycle Lows down -10.2% over the last week"
X Link 2026-02-02T15:43Z 225.7K followers, [----] engagements

"In case you didn't know @KeithMcCullough is [--] for the last [--] in Real-Time Alerts (RTA) Every trade is #timestamped going back to [----] with over +6700 winning trade signals"
X Link 2026-02-02T16:09Z 223.3K followers, [----] engagements

"🚨 LIVE TODAY AT 11AM ET Join Hedgeye Founder and CEO @KeithMcCullough for a Real Conversation with Jan Van Eck @JanvanEck3 CEO at VanEck. Watch it FREE live or on-demand:"
X Link 2026-02-03T08:32Z 225.3K followers, [----] engagements

"Precious metals: Bouncing back"
X Link 2026-02-03T11:44Z 223.7K followers, [----] engagements

"BREAKING: Walmart $WMT hits $1T market cap for the first time ever"
X Link 2026-02-03T15:12Z 225.5K followers, [----] engagements

"LIVE shot of Gold bears getting Dusted $DUST @KeithMcCullough just explained the various way we're short Bears on The Macro Show"
X Link 2026-02-03T15:24Z 225.7K followers, [----] engagements

""The worst traded bull market EVER" - Jan van Eck Hedgeye CEO @KeithMcCullough and Van Eck CEO @JanvanEck3 are talking Gold Equities and more Get access here: https://app.hedgeye.com/insights/177290-real-conversation-jan-van-eck-on-global-macro-forces-and-the-next-intype=guest-interviews%2Cmarket-insights https://app.hedgeye.com/insights/177290-real-conversation-jan-van-eck-on-global-macro-forces-and-the-next-intype=guest-interviews%2Cmarket-insights"
X Link 2026-02-03T16:11Z 224.9K followers, 27.5K engagements

"BREAKING: The House of Representatives passes funding package to end partial government shutdown"
X Link 2026-02-03T19:30Z 223.6K followers, [----] engagements

"Crypto Quant: The average cost basis across U.S. bitcoin ETFs now sits at approximately $84069 with spot Bitcoin still underwater trading near $76000"
X Link 2026-02-04T13:18Z 225.2K followers, [----] engagements

"When you look at a market what do you see Narratives or numbers The $VIX remains in the Investable Bucket with the TRR (top-end of the Risk Range) at [-----] this morning just inside the critical [--] Level. @KeithMcCullough is LIVE on The Macro Show breaking down the DATA. You won't find these insights anywhere else. Join us here: https://app.hedgeye.com/insights/177375-the-macro-show-free-edition-positioning-for-what-s-next-in-marketstype=macro%2Cmarket-insights https://app.hedgeye.com/insights/177375-the-macro-show-free-edition-positioning-for-what-s-next-in-marketstype=macro%2Cmarket-insights"
X Link 2026-02-04T14:31Z 225.7K followers, [----] engagements

"Cartoon of the Day: Fear Of Missing Out Join us in a #BetterWay. https://t.co/LPOTEHEsSP Join us in a #BetterWay. https://t.co/LPOTEHEsSP"
X Link 2026-02-04T14:50Z 224.1K followers, [----] engagements

"Our Bitcoin Signal continues to preserve & protect: While $BTC extends its drawdown to fresh 14-month lows below $74000 (-19% over the past month -42% since October) We remain short Bitcoin via $MSTY which continues delivering TRENDING alpha"
X Link 2026-02-04T16:25Z 225.8K followers, 12.6K engagements

"BREAKING: BLS has rescheduled Januarys Jobs report to Feb [--] and CPI to Feb 13"
X Link 2026-02-04T17:13Z 225.1K followers, [----] engagements

"BREAKING: Ethereum falls below $2100 down 30% over the past [--] days"
X Link 2026-02-04T17:51Z 224.1K followers, [----] engagements

"JUST IN: iShares Bitcoin Trust ETF $IBIT sinks 13.9% WoW hitting 14-months lows"
X Link 2026-02-04T17:59Z 225.8K followers, [----] engagements

"🚨 David Salem's "Capital Allocation Pro" team just updated the Trend & Tail signals for [--] global ETFsshifting our Outlook on [--] ETFs: Bitcoin energy healthcare and key bond positions. You can access this updateplus David's four model portfoliosfree for [--] days. These [--] risk-tiered portfolios have generated +24.1% to +27.9% returns since inception on April [--] [----]. Each portfolio shows exact holdings and position sizes. You pick the one that fits your risk tolerance (or your clients') and you're done. What's inside Capital Allocation Pro: ✅ Four Model Portfolios Go-Anywhere and U.S.-Centric."
X Link 2026-02-04T18:32Z 225.2K followers, 15.8K engagements

"A growing number of people are realizing that mainstream media is useless"
X Link 2026-02-04T20:54Z 225.5K followers, [----] engagements

"Michael @Saylor may be the most insufferable person on the planet right now"
X Link 2026-02-04T21:42Z 225.5K followers, 94.5K engagements

"🚨 US 2s/10s Spread Ramps To Fresh Cycle High"
X Link 2026-02-05T13:05Z 224.7K followers, 18.3K engagements

"🚨 US New-Home Prices Fall Below Existing-Home Prices for First Time on Record"
X Link 2026-02-05T15:59Z 225.2K followers, 21K engagements

"Levered MicroStrategy ETF $MSTY PLUNGES -15.4% to Fresh Cycle Lows Hedgeye Nation has been short $MSTY since Sep [--] now down -62.6% since @KeithMcCullough added it to ETF Pro"
X Link 2026-02-05T20:18Z 225.7K followers, 10.7K engagements

"🚨 January ETF net flows hits highest level on record per GS"
X Link 2026-02-05T21:36Z 224.8K followers, [----] engagements

"We shorted a levered version of @Saylors MicroStrategy at $79. It's now $19. $MSTY is down 75%+ since @KeithMcCullough added it to ETF Pro Plus. Full story 👇"
X Link 2026-02-06T13:41Z 225.8K followers, 51.9K engagements

"🚨 Consumer Sentiment Hits 6-Month High as Inflation Expectations Drop to 1-Year Low"
X Link 2026-02-06T15:44Z 224.8K followers, [----] engagements

"DISCLAIMER: Capital Allocation Pro is produced by Hedgeye Asset Management LLC (HAM) for Hedgeye Risk Management LLC (Hedgeye). Access to and use of its content is subject to Hedgeyes Terms of Service which you agree to by subscribing to or accessing Capital Allocation Pro. Capital Allocation Pro is a newsletter publication and does not constitute investment advice or an advisory service. Subscribing to or accessing Capital Allocation Pro does not create an investment advisory relationship between you and HAM and you will not be considered a client of HAM by subscribing to Capital Allocation"
X Link 2026-02-06T15:49Z 224.7K followers, [----] engagements

"Hedgeye Nation loves TRENDING alpha. $MSTY We shorted a levered version of @Saylors MicroStrategy at $79. It's now $19. $MSTY is down 75%+ since @KeithMcCullough added it to ETF Pro Plus. Full story 👇 We shorted a levered version of @Saylors MicroStrategy at $79. It's now $19. $MSTY is down 75%+ since @KeithMcCullough added it to ETF Pro Plus. Full story 👇"
X Link 2026-02-06T16:08Z 225.8K followers, [----] engagements

"The average U.S. worker has $955 saved for retirement per CBS"
X Link 2026-02-06T19:16Z 225.4K followers, 177.5K engagements

"Many remain blind to the obvious: Risk Management and Maximalism are functionally aligned. The maxi objective is simple: Own as much BTC as possible. That means: [--]. Sell Bearish TREND breakdowns [--]. Avoid 50% drawdowns (like from $126k -- $60k) [--]. Buy back the BTC after it flips back to BULLISH TREND Having a mathematical process is a #BetterWay. h/t @HedgeyeUSA https://twitter.com/i/web/status/2019886620153929942 https://twitter.com/i/web/status/2019886620153929942"
X Link 2026-02-06T21:31Z 225.1K followers, 19.9K engagements

"Learn our Full-Cycle Investing Process: Then risk-manage crypto with institutional-grade visibility using our BTC Signaling product. Your first [--] days free: https://insights.hedgeye.com/bitcoin-trend-tracker/ https://app.hedgeye.com/education https://insights.hedgeye.com/bitcoin-trend-tracker/ https://app.hedgeye.com/education"
X Link 2026-02-06T21:52Z 225.1K followers, [----] engagements

"Long Industrials $XLI ripping to all-time highs (+13.2% since its addition to ETF Pro) while the Spider Monkey $SPY flutters is just Fractal beauty"
X Link 2026-02-06T22:09Z 225.4K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing