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I've worked on the Sell Side, Buy Side and Hedge Funds in my career and I can say one thing for certain: everyone thinks everyone else is an idiot. 😂
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R. Patrick Kent (RPK)
5.8K posts
R. Patrick Kent (RPK)
@RPKent
Portfolio Manager, Hedgeye Asset Management | Co-Founder & Pres, Biophysical Economics Inst | 25+ years Investment Experience | CFA, CMT | Bass Player & BJJ
Boston Katılım Nisan 2009
484 Takip Edilen2.6K Takipçiler
R. Patrick Kent (RPK) retweetledi
We launched the “Fourth Turning” ETF $HEFT six months ago on the premise that the next decade will look nothing like the last four.
Our two PMs @HoweGeneration and @RPKent aren't here to track an index. They're here to navigate a regime change.
$100 million threshold crossed as of 4/27/2026. More to come.
NYSE: $HEFT — hedgeyeam.com/heft
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Game 93 in the 2026 season. Day 3 of Hedgeye Live! Fantastic day of meetings and presentations yesterday! (I swear I will sleep in tomorrow… maybe.)
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The countdown to Quad 3 in July lines up with the inventory draw @HedgeyeFIG
The summer is going to be… interesting.
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@DougKass Typically record Fridays at 11 am if that works. But email me and we can coordinate.
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@DougKass @Hedgeye @KeithMcCullough @chaka23121 Doug, want to do the Protect the Pile podcast next week? Would love to hear you talk about this. @KeithMcCullough @SamofAmerica @dsaleminvestor
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No, chaka - to the contrary... I integrate Keith's quad positioning with my positioning and overall ursine market view. The interaction of the two approaches has been symbiotic and very valuable @hedgeye @KeithMcCullough @chaka23121
chaka2312@chaka23121
@DougKass Fighting the quads!
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@KeithMcCullough Old dog is on autopilot when it comes to the routine… but you know that better than anyone.
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And I know when you went to bed!
R. Patrick Kent (RPK)@RPKent
Game 92 in the 2026 season. Day 2 of Hedgeye Live!
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Game 92 in the 2026 season. Day 2 of Hedgeye Live!
Keith McCullough@KeithMcCullough
Top of the risk mgt morn
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R. Patrick Kent (RPK) retweetledi
Liquidity pulse is slowing with Euro and UK $ money supply contracting a bit.
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Game 91 in the 2026 season. Hoping to see some of you at Hedgeye Live!
Keith McCullough@KeithMcCullough
Top of the risk mgt morn
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@HedgeyeFood That Chilis two year stack is just ridiculous.
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This is a phenomenal visualization. Taking inspiration!
Consensus Media@ConsensusGurus
Steak n Shake $BH Moves to the Top! Beef Tallow Fries; Seed Oil Exit FTW. Added Steak 'n Shake, Noodles & Co., and Jollibee
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@lighthousejerry The 10% interest the government has in a semi stock appreciates more.
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Question
What happens if one of the things Trump has to give away in his meeting with XI is Taiwan‘s independence? Not outrageous thing to think.
And what does that mean for semiconductor stocks?
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Before the inflation impulse raises input costs.
junkbondinvestor@junkbondinvest
Private credit gross returns last quarter 👇 1Q'26 is going great.
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Game 90 in the 2026 season. Draw it up.
Keith McCullough@KeithMcCullough
Top of the risk mgt morn
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Game 89 in the 2026 season. Start it up.
Keith McCullough@KeithMcCullough
Top of the risk mgt morn
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