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McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’ - TMS KM DD McCullough Uncensored 4 25 2017 NO TEXT

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”


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McCullough: 3 ‘Wonderful Opportunities’ To Buy Accelerating U.S. Growth

An interesting debate is playing out in markets right now. In fact, it’s presenting investors with a “wonderful opportunity,” says Hedgeye CEO Keith McCullough.

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REPLAY: An Interview With Jim Rickards & Keith McCullough on HedgeyeTV

You don't want to miss this no-punches-pulled unplugged Q&A session with bestselling author Jim Rickards and hosted by Hedgeye CEO Keith McCullough. Exclusively on HedgeyeTV.

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Emerging Market Stocks At 2-Year Highs... What's Next?

Are you buying Emerging Markets (EEM) near two-year highs? We suggest you don't.

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Dear Hedge Funds – This Idea is Worth 4 & 40

Hedgeye CEO Keith McCullough reviews demographic trends in the U.S., Japan and Europe and explains why a really juicy investing idea might just be long the U.S. Dollar versus short the Yen and Euro.

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A Breakdown of Today’s (Bad) Jobs Report & What’s Next

The March labor market report showed a year-over-year rate of change slowdown in jobs growth. But what’s next?

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Today's Daily Trading Ranges

This is a complimentary look at today's Daily Trading Ranges -- 20 immediate-term (TRADE) buy and sell levels, along with our intermediate-term (TREND) view.

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Take the Blue Pill, Wake Up In Danbury: Praxair Best Idea Call Today

Hedgeye analyst Jay Van Sciver is hosting an institutional call to discuss our Praxair (PX) long thesis today at 11am ET. Here's a very brief overview.

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Rising Rates? No Worries… This Housing Stock Is A Buy

Shares of Realogy (RLGY) jumped +2.6% today on news U.S. home prices are near three-year highs.

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TripAdvisor Best Idea Call: The Inflection Is Underway

Our Gaming Lodging & Leisure analyst Todd Jordan and Hesham Shaaban, of Internet & Media, are hosting an institutional call on our TripAdvisor (TRIP) long thesis.

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My ‘Big Short’ Call on Hanesbrands Could Become the Best of My Career

"If I’m right, this may prove to be the best short call of my 23-year career," writes Hedgeye Retail analyst Brian McGough. "This could be a single digit stock by the end of the year."

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2 Stock Ideas: Buy Whole Foods… Sell United Natural Foods

We’re bullish on Whole Foods Market (WFM). We really don’t like United Natural Foods (UNFI). Here's why.

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