Top-9 Tweets to Keith Today

Takeaway: A quick highlight reel of today's top tweets to @KeithMcCullough.

TV embarrassment to the max. You are the only one on my feed or tv this week that didn't say get long $GLD but short it.

@Cole__Hines 3:57PM

 

Do you plan on wearing jorts to bed tonight? Does Mrs. Mucker approve of the look?

@PetersenRChris 3:54 PM

 

I don't always agree with your calls. But you've been on fire. Well done.

@RandyNichols24 3:11PM

 

thanks for the GLD short. Used options made 30% this week. Have good weekend.

@amhanlon19 12:44PM

 

You and your Hedgeye crew are leading a very positive paradigm shift in accountability in the investing community. Kudos!

@Kilkha 11:32AM

 

Nice $GLD short yest on highs enough $ for my new Harley ill grab it next week... Thanks @KeithMcCullough #stockaction #winning

@hedgeyejedi 11:21AM

 

it takes stones to make the calls u make in the face of all this hate and you keep crushing it! Cheers

@GriswoldCapital 10:13AM

 

Hedgeye is kicking A$$ and taking gnomes..oops I mean names..sorry freudian slip

@ExtraDividends 9:46 AM

 

Am thinking @KeithMcCullough is the hottest lighting rod in Twitterdom. It’s a love/hate scenario of epic proportions.

@sommer1 9:23AM

 

Top-9 Tweets to Keith Today - tweet


Did the US Economy Just “Collapse”? "Worst Personal Spending Since 2009"?

This is a brief note written by Hedgeye U.S. Macro analyst Christian Drake on 4/28 dispelling media reporting that “US GDP collapses to 0.7%, the lowest number in three years with the worst personal spending since 2009.”

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7 Tweets Summing Up What You Need to Know About Today's GDP Report

"There's a tremendous opportunity to educate people in our profession on how GDP is stated and projected," Hedgeye CEO Keith McCullough wrote today. Here's everything you need to know about today's GDP report.

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Cartoon of the Day: Crash Test Bear

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GOLD: A Deep Dive on What’s Next with a Top Commodities Strategist

“If you saved in gold over the past 20 to 25 years rather than any currency anywhere in the world, gold has outperformed all these currencies,” says Stefan Wieler, Vice President of Goldmoney in this edition of Real Conversations.

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Exact Sciences Up +24% This Week... What's Next? | $EXAS

We remain long Exact Sciences in the Hedgeye Healthcare Position Monitor.

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Inside the Atlanta Fed's Flawed GDP Tracker

"The Atlanta Fed’s GDPNowcast model, while useful at amalgamating investor consensus on one singular GDP estimate for any given quarter, is certainly not the end-all-be-all of forecasting U.S. GDP," writes Hedgeye Senior Macro analyst Darius Dale.

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Cartoon of the Day: Acrophobia

"Most people who are making a ton of money right now are focused on growth companies seeing accelerations," Hedgeye CEO Keith McCullough wrote in today's Early Look. "That’s what happens in Quad 1."

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People's Bank of China Spins China’s Bad-Loan Data

PBoC Deputy Governor Yi says China's non-performing loan problem has “pretty much stabilized." "Yi is spinning. China’s bad-debt problem remains serious," write Benn Steil and Emma Smith, Council on Foreign Relations.

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UnderArmour: 'I Am Much More Bearish Than I Was 3 Hours Ago'

“The consumer has a short memory.” Yes, Plank actually said this," writes Hedgeye Retail analyst Brian McGough. "Last time I heard such arrogance was Ron Johnson."

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Buffalo Wild Wings: Complacency & Lack of Leadership (by Howard Penney)

"Buffalo Wild Wings has been plagued by complacency and a continued lack of adequate leadership," writes Hedgeye Restaurants analyst Howard Penney.

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Todd Jordan on Las Vegas Sands Earnings

"The quarter actually beat lowered expectations. Overall, the mass segment performed well although base mass lagging is a concern," writes Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan on Las Vegas Sands.

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An Update on Defense Spending by Lt. Gen Emo Gardner

"Congress' FY17 omnibus appropriation will fully fund the Pentagon's original budget request plus $15B of its $30B supplemental request," writes Hedgeye Potomac Defense Policy analyst Lt. Gen Emerson "Emo" Gardner USMC Ret.

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