Hedgeye

⚡ CYBER MARCH IS HERE ⚡ Wall Street runs on narratives. We run on signals. While Nasdaq fell, Bitcoin plunged, and the “Mag 7” turned Bearish, our Signals identified winners in Silver, Gold Miners, and Oil before they rallied. See our deals below.

I think I'm the only one on Twitter who was Long Gold today - I will be tomorrow too, I guess

Let's get coach @KeithMcCullough over 300k, shall we? 🏒🔥

Hard pivot to become Anthropic

Authentic chat with some of the best in the game. Thanks for doing this.

Institutions slowly rot from the inside. The Fed is Exhibit A. In this article we break down: 1. Why the Fed was created 2. How it has failed The People 3. What comes next & how to prepare Full story below.

McCullough: Biggest Blastoff In Our CPI Nowcast 🔊 Macro analyst Josh Steiner @HedgeyeFIG reported the Hedgeye Inflation Nowcast on The Call @ Hedgeye this morning: "We moved from 2.85% to 3.08%...up from 2.41% in February." "This is the biggest blastoff in our nowcast," Hedgeye CEO @KeithMcCullough said. ZERO Bloomberg @business analysts have published a March CPI estimate, and we're already past the halfway mark of the month. "Self-righteousness and political views with no accuracy or competence in nowcasting is a massive risk to society." Watch The Call @ Hedgeye for market insights you won't find anywhere else. app.hedgeye.com/su/cyber-march…

BREAKING: Brent hits a $14.06 premium to WTI.

LIVE in 5 Minutes 🚨: HAM for Lunch! The Pros’ Playbook for a Market Like This app.hedgeye.com/insights/17954… with @KeithMcCullough and @HedgeyeAM

Homes under contract now spend 66 days on the market, the slowest pace in ten years, per Redfin

🚨 U.S. 2Y Yield Hits 3.86%, Highest Since August

JUST IN: Uber to invest $1.25 billion in Robotaxis

The Price of War: The Energy Shock Hitting Every Way You Travel app.hedgeye.com/insights/17958…

🚨 UST 2-Year Yield Rises to 7-Month High

🚨 $SPX Closes at 4-Month Lows

Changing Your Mind Is More Profitable Than Being Right 🔊 "If you were to ask who gets more things right than anybody in markets, it's the people that change their minds the most — not the smartest people," Hedgeye CEO @KeithMcCullough on The Macro Show. It's a point Keith drives home constantly: process beats ego, flexibility beats conviction. The best investors aren't married to their calls, they're married to the truth. In markets, the math (truth) changes...so you have to move with it. This idea has been around for generations. Darwin: "It is not the strongest or the most intelligent who will survive but those who can best manage change." Albert Einstein: "The measure of intelligence is the ability to change." Winston Churchill: "To improve is to change; to be perfect is to change often." As McCullough put it: "Don't be smart. Make money."

JUST IN: Meta announces they'll be shutting down the Metaverse

The American tragedy isn't inflation. It isn't unemployment. It's a Fed that learned to love the people it was built to be independent from

Powell stuttering on "weakness in the labor market"

A central bank that needs to be loved by the media and the elites it's supposed to regulate isn't a central bank. It's a captured institution dressed up in policy language