@SamofAmerica @KeithMcCullough Sam seems like a genuine and smart man who shows true character!
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Barry
92 posts
Barry
@MarketsAndMore_
Following markets and those who move them.
Katılım Aralık 2024
81 Takip Edilen25 Takipçiler
@KeithMcCullough That’s high praise. I am humbled and privileged to be able to do what I love
Most important, you are lucky if you have good people to learn from
Learning is growth
So a very big hat tip to @KeithMcCullough for championing continuous learning
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Easily one of the best investing minds I've worked with (and I've worked with a lot of really good investors) @SamofAmerica
Flip@FlipMn1967
@KeithMcCullough Sam's Early Look was spectacular!
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If you bought it AFTER seeing that tweet, you're an idiot. You should buy things WHEN we do, lol
Barry@MarketsAndMore_
@SamofAmerica @KeithMcCullough @HedgeyeTech Do you guys care to revisit this ? $AMAT down ~25% since this tweet?
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@KeithMcCullough any and all are better than investing in your funds !
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If they are awake and working for the money you pay them, what are they reading right now, numbers, or narratives?
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@KeithMcCullough @RPKent Revisit? @KeithMcCullough never takes accountability. tale as old as time, Pal!
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RPK @RPKent having another good day, eh? What's been your bull case on this rip in $MKSI ?
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@SamofAmerica @KeithMcCullough @HedgeyeTech Do you guys care to revisit this ? $AMAT down ~25% since this tweet?
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Sam @SamofAmerica nice job staying with $AMAT, one of Hedgeye's strongest Signal Strength Stocks @HedgeyeTech
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@SamofAmerica @KeithMcCullough Nice call, Sam! $HGRO holder and hoping for a strong 2h. Cheers!
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Thanks Keith
This was a great signal strength pick up several weeks ago
The market has started to distinguish between software companies that have defensible models and the ones that have tail risk
Security software and infrastructure software are likely survivors in the AI world - in fact, several security companies like $PANW and $CRWD are partners with Anthropic
As AI agents proliferate, the need for enterprise and edge security will become even more important
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Sam @SamofAmerica , this $PANW breakout has been a beauty
What's differentiating this one vs. a bunch of Software disasters?
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It is hilarious watching grown men freak out about a down day in stocks while the S&P is up 7.5% YTD and the national government can’t stop printing money.
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hey @Hedgeye @HedgeyeAM Why would someone pay the 5k+ for your insights/model when they can just buy your guys ETF? thanks
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@AriDavidPaul @briantashman You need help, Ari. total blind spot of yours
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@briantashman This is a pretty loud dog whistle. You really believe Mamdani just happens to endlessly criticize AIPAC and Israel while being silent on jihads genociding Muslims in Persia, Syria, Sudan, Nigeria, or $400b in dark money from Qatar…his real motives are very clear.
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Zohran did not attack "his Jewish constituents"
He criticized AIPAC, which self-identifies as a pro-Israel group and *not* as a Jewish group
ADL is putting words in his mouth in order to fabricate an anti-Semitism charge and censor speech critical of AIPAC
Jonathan Greenblatt@JGreenblattADL
It's been three days since Mayor Mamdani took the stage to demonize and denigrate his Jewish constituents. I initially didn’t say anything because I felt certain he would retract his incendiary comments or at least explain them. I was wrong. This is the kind of bigoted conspiracy mongering that you expect from unhinged streamers or white supremacists. It’s not the language that we should expect from the mayor whose jurisdiction suffers from the highest levels of antisemitism of any city in America. This is not a principled disagreement. This is prejudice pure and simple. It is deliberate, dangerous and disgraceful.
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@AriDavidPaul @dylanotes @NYCMayor Ari how are you so blind to this? How can anyone trust you with their $ if you are so propoganized easily?
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@dylanotes @NYCMayor The only lie was Mamdani’s false characterizations of the org’s actions as part of general antisemitic blood libel he’s so fond of. Like claiming the NCAA promotes black supremacy with dark money as a way of undermining people fighting for black safety and basic rights.
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This is an outright lie. Retract it and apologize.
@NYCMayor criticized a lobby group for its awful policy positions and election tactics. He said nothing about Jews.
You are the one trying to make it about Jews, employing the dangerous antisemitic conflation of Jews and AIPAC.
Jonathan Greenblatt@JGreenblattADL
It's been three days since Mayor Mamdani took the stage to demonize and denigrate his Jewish constituents. I initially didn’t say anything because I felt certain he would retract his incendiary comments or at least explain them. I was wrong. This is the kind of bigoted conspiracy mongering that you expect from unhinged streamers or white supremacists. It’s not the language that we should expect from the mayor whose jurisdiction suffers from the highest levels of antisemitism of any city in America. This is not a principled disagreement. This is prejudice pure and simple. It is deliberate, dangerous and disgraceful.
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Follow Up to My Opener on Market Structure Risks
The sort of abysmal price action in $MSFT, $AMZN, $GOOGL and $META are EXACTLY the concerns I expressed in my market structure post.
I worry that today’s weakness in the precursor of a market structure event not similar to past disruptions:
The proliferation, popularity and acceptance of leverage products and portfolio concentration in quantitative strategies, margin debt, the options market and leveraged ETFs argue in favor of rising odds of another October 1987 (“Black Monday”) or a 2018 “Volmageddon” (or Vix Bloodbath) event.
Position: None
BY Doug Kass · Jun 22, 2026, 11:42 AM EDT @guyadami
Dougie Kass@DougKass
Up shortly on @TheStreetPro An Adverse Market (Structure) Event Is Growing More Likely *Anyone who has observed the market’s spectacular intraday volatility and outsized daily swings over the last several weeks should realize that something is amiss - the market is not behaving normally, it seems destabilized. * The proliferation, popularity and acceptance of leverage products and portfolio concentration - in quantitative strategies, margin debt, the options market and leveraged ETFs argue in favor of rising odds of another October 1987 ("Black Monday") or a 2018"Volmageddon" (or Vix Bloodbath) event * As noted in my Diary over the last few months, the market has grown casino-like in which gambling has been encouraged and traders have adopted the mindset of race-track bettors * Price discovery has become distorted and compromised as an increased number of market participants worship at the price of momentum (and not value) - in this backdrop YOLO ("you only live once") investing and FOMO ("fear of missing out") are conspicuous (and potentially toxic) conditions * But, as night follows day and at a date uncertain, the market will discover that momentum is a two-way street that travels faster and more persistently on the downside than it does on the upside. * In summary, changes in market structure that are implicitly celebrated in rising markets pose an unfathomable risk on the downside. @gnoble79 @tomkeene @ferrotv @lisaabramowicz1 @annmarie @business @squawkbox @andrewrsorkin @beckyquick @saraeisen @SullyCNBC @guyadami @cnbcfastmoney @cnbchalftime @TheJudgeCNBC @carlquintanilla @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @convertbond @peterboockvar @WhitneyTilson @msnbc @maddow @SRuhle
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NEW: Professional baseball team 'York Revolution' turns on their players after they were forced to forfeit after the players refused to wear LGBT jerseys for 'Pride Night.'
The Pennsylvania team threw their players under the bus for refusing to put on the gay uniforms.
"To be clear, this action by the players is completely inconsistent with our vision as the Most Welcoming Place in York," the team said in a statement.
The team's forfeit comes after the MLB issued a warning after San Francisco Giants players wrote Bible verses on their gay hats.
Glad to see players are finally standing up to this radical cult.
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@WilliamDominic @KeithMcCullough "Top Stocks" from thee clowns is the funniest though... recommend it,, goes down 20%.. take it off so noone sees lol.. @Hedgeye @HedgeyeDJ
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@KeithMcCullough And in the last 3 weeks you’ve added 44 and removed approx same number for net 76 total names currently. Most names don’t even last a week on the list.
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Got Signal Strength Stocks?
We've held the following names for the last 67-127 days
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@__MrZzz__ @MarkNewtonCMT How did this age? Trying to make the loony tom lee look right. The obvious conflict is appalling and beneath you. @fundstrat should be ashamed.
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$ETH
Mark Newton @MarkNewtonCMT noted today that Ethereum is now flashing Tom DeMark TD Sequential buy setup, which looks for a completed downtrend exhaustion pattern before a potential reversal higher - first time since Feb'26.
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Sometimes being early is the same thing as being wrong.
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@APompliano @YouAreMyYield How the hell does anyone invest in anything you recommend? lol.. Clown company is down 85%.. bootlicking trump hasnt worked huh bud?
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@YouAreMyYield Public companies schedule these types of announcements and filings in advance. Just a coincidence that different people, with different strategies, are realizing bitcoin is an asset to be used for smart capital allocation.
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Pomp sneaked in his BTC sells announcement right after the Strategy filing
Anthony Pompliano 🌪@APompliano
Last week we increased the Bitcoin exposure for all $BRR shareholders.
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@RPKent @SamofAmerica @Hedgeye @HedgeyeAM @KeithMcCullough Hey RPK! Appreciate your insights. How do you explain to investors the fund being down ~3.5% while the SP is up 10% YTD? Genuine question as I am looking to add to $HELS Thank you
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"Protect the Pile" is moving to a weekly show! @SamofAmerica and I will be recording later this morning. @hedgeye nation send us some questions if you have anything you want us to address. @HedgeyeAM @KeithMcCullough
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@KeithMcCullough Great call on Lam Research! Banger!!!! Any update on $ WRBY? @HedgeyeRetail
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Not unexpectedly as it relates to his frequent attacks at Fed Chair Powell, @JoeSquawk (addressing an audience of one, President Trump @potus @thewhitehouse) descends to new lows on @SquawkCNBC
Roger Ferguson, a balanced individual and former Fed governor, does not fall for the bait as Joe Kernen always defaults to political dogma.
He has no other narrative. He lacks objectivity (failing to acknowledge attacks on Powell and Powell's attempts to defend himself from litigation) , doesn't do any homework and is too often unprepared for interviews.
I don't care about Kernen's politics (and no one should care about mine!) - my criticism is that he is an inferior, lazy and ill prepared journalist (who routinely defaults to political views rather than conducting an objective and balanced discussion).
Wash, rinse, repeat.
@andrewrsorkin @BeckyQuick @tomkeene @ferrotv @lisaabramowicz1 @TheJudgeCNBC @carlquintanilla @tomkeene @ferrotv @lisaabramowicz1 @SullyCNBC @saraeisen @Convertbond @gnoble79 @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @Convertbond @pboockvar @CNBCFastMoney @HalftimeReport
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