• bear graphic bull graphic

    LAST CALL! HEDGEYE’S CYBER MONDAY
    SPECIAL EVENT

    OUR BEST DEAL ALL YEAR JUST GOT BETTER

    LIMITED-TIME OFFER... THEN IT DISAPPEARS

On The Macro Show this morning, Hedgeye CEO Keith McCullough describes what is the most common advice he gives for institutional clients in the jaws of a bear market (and why they aren’t so concerned with the losing business of picking bottoms).

“Our best clients want a real coach. They want to be prepared for what the street isn’t. Most people don’t want to beat consensus. Consensus is all trying to pick bottoms,” says McCullough. “Don’t forget, 4 #Quad4s in a row. The probability is at its highest point in the Hedgeye model that it’s ever been that we are going to enter a recession.”

“Markets are designed to suck the most amount of people in at the most inopportune time.”

“Is The Bottom In?” LOL → Don’t Pick Bottoms  - 3Q2022 Macro Themes