Hedgeye @Hedgeye
We are an independent investment research and financial media company. Not Investment Advice. Access our actionable data-driven research at https://t.co/7g2FfaekGA. Stamford, Connecticut Joined January 2009-
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SAVINGS America's Savings Rate = dropped (again) to 3.2% which is down -40 bps sequentially and down a whole -2% year over year This is what happens when #inflation accelerating eats into the Savings of The People @federalreserve
Freedman Does It Again! Long Alphabet $GOOGL app.hedgeye.com/insights/14968… via @Hedgeye @HedgeyeComm
They get big so fast! And always ready with the right hook! No matter what side of the trade your on remember what's important!
Cartoon of the Day 🥱 PCE came in above expectations today, reinforcing our longstanding call that inflation will remain higher for longer and is not, in fact, transitory. This print essentially eliminates the chances of a June rate cut. What can the Fed do now?…
Freedman Does It Again! Long Alphabet $GOOGL After nailing the short side on Meta Platforms $META, Communications analyst Andrew Freedman @HedgeyeComm recapped his timely long call on Alphabet $GOOGL, in today’s edition of The Call @ Hedgeye. Yesterday, the company released a…
Market cap distortion is in full effect, as $NVDA, $GOOGL, $MSFT, and $AMZN are accounting for more than 55% of the bullish momentum in the $SPX. Aside from these heavyweight companies, market breadth remains neutral, showing only a marginal bias towards the upside.
With the #FOMC meeting on Wednesday. Is the market offsides going into this event? The Market is still expecting a 36% chance of a rate cut by July. Or is there some type of insider knowledge going into this event I don't know of yet?
We may know why...
We may know why... https://t.co/a3f10uwu8g
Do you employ a Non Biased AI System? A week in review of our signals $NVDA +10.9% $CANE +0.6% $TSLA +8.1% $SLX -0.9% $FXY +1.0% $XLE 0.0% $QQQ +1.7% $PFIX +4.4% Our signals have paid for themselves this week. accounts.hedgeye.com/products/hedga… @Hedgeye @HedgeyeDJ @KeithMcCullough
In today's Early Look: "Long GOOGL, Gold, Materials, etc." Going from long-time $META Bull to Bearish (on Monday), THEN saying go BIG and BUY $GOOGL after he’s right on META? In almost 25 years in this profession, I haven’t seen an analyst have a week like The Freebird just…
$XOM, $CVX and $TTE out. Headline on Chevron may seem like an earnings beat, but its cash flow…
THE MACRO SHOW | Live @ 9:00am ET 🚨 Today's hosts: @KeithMcCullough @HedgeyeAI Close out the week with the best research available. Subs: app.hedgeye.com/feed_items/149… Non-subs: info.hedgeye.com/TMSNY
Best event of 2024:
One week from now on May 2, @Hedgeye LIVE kicks off at the Hyatt Regency Greenwich. We can't wait to welcome #HedgeyeNation back to Connecticut! Our friends @SimplifyAsstMgt are sending their portfolio managers @profplum99 & @Mike_Taylor1972. On Saturday morning May 4, the Mike…
@KeithMcCullough @DataProbability and I got to hang with @HedgeyeComm at Hedgeye Live Miami in January ‘23. He shared with precision and detail why he was bullish on Meta (when nobody else was). People either don’t pay attention or have selective memory. #clinic #transparency
Cartoon of the Day 👎 $META down big after Communications analyst Andrew Freedman @HedgeyeComm's Short call. Nobody makes these calls... other than us. app.hedgeye.com/insights/14963…
Big week in the sun for @HedgeyeComm
The spread on this relative call this quarter was bonkers. Well done @HedgeyeComm.
The spread on this relative call this quarter was bonkers. Well done @HedgeyeComm.
Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.ethTracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcastQuoth the Raven @QTRResearch
260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6fMarc Cohodes @AlderLaneEggs
174K Followers 681 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICEDanielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJMarkets & Mayhem @Mayhem4Markets
191K Followers 844 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36FnRudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. ShawBen Hunt @EpsilonTheory
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173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceLiz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucKuppy @hkuppy
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3 Followers 38 FollowingLarry Webb @LarryWe85614819
108 Followers 453 FollowingSandra smith @Sandrasmit1426
7 Followers 45 FollowingJim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.ethTracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 898 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcastQuoth the Raven @QTRResearch
260K Followers 2K Following All personal opinion & snark | Not financial advice | ★☆☆☆☆ podcast | I'll NEVER DM you | Disclaimer to all posts: https://t.co/s7AtYCmH6fMarc Cohodes @AlderLaneEggs
174K Followers 681 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"Santiago Capital @SantiagoAuFund
269K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICEDanielle DiMartino Bo.. @DiMartinoBooth
292K Followers 500 Following CEO & Chief Strategist, QI Research LLC, Fmr Federal Reserve insider, Economist #FedUp https://t.co/HD8LtvuXJ8, https://t.co/QpwfxheMSJMarkets & Mayhem @Mayhem4Markets
191K Followers 844 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36FnRudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. ShawBen Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. AugustineMichael Green @profplum99
173K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment adviceLiz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9ucKuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.Otavio (Tavi) Costa @TaviCosta
221K Followers 2K Following Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧https://t.co/YApL3RfM1ADaniel Lacalle @dlacalle_IA
147K Followers 13K Following PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: https://t.co/sjWtBdfIT7Dave Collum @DavidBCollum
105K Followers 2K Following Prof of Organic Chem @ Cornell. Libertarian. Austrian business cycle. Zero Hedge. Gold. Biggest bear. FAFO. Opinions and ideas expressed are not my own.Grant Williams @ttmygh
136K Followers 925 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTORJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.Vincent Deluard @VincentDeluard
24K Followers 2K Following Director of global macro for @stoneX_official Prof of finance at Saint Mary's College and CFA Society Not investment advice, it is just a Twitter accountBobby Clymer @rjc300
58 Followers 59 FollowingRonja @ronjalodmark
216 Followers 412 Following MBA | Ex-🩰| Hangs out @SimplifyETFs | opinions 100% my ownKevin Green (KG), MSD.. @KGBULLANDBEAR
7K Followers 771 Following Sr. Markets Correspondent @SchwabNetwork. @Benzinga contributor. Opinions are my own. RT or Follow =\= endorsement. Disc: https://t.co/4wYDKajEvzHal Press @NorthRockLP
55K Followers 520 Following North Rock Digital NFA/DYOR https://t.co/JlM4szjYLaPulte @pulte
3.1M Followers 468 Following The Philanthropist. Inventor of XPhilanthropy. I give away money, food, shelter & medicine!Lawrence McDonald @Convertbond
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543 Followers 552 Following Chief Investment Officer at WealthVest - Former PM at The Galleon GroupBill Abbate Jr. @JrAbbate
1K Followers 248 Following My Tweets are my personal opinions and NOT financial advice. Please do your own due diligence. Assume I have a position if you’re reading my Tweets.Penny Kelley @DocFinance
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679 Followers 1K Following America First 🇺🇸 Question EVERYTHING. I ❤️ tech, finance, trading, fashion, 2A & free speech. Alum: @georgemasonu & @columbia 🤓Ryan Ricci @HedgeyeAI
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3K Followers 5K Following 50yrs Trading — S&P, TBonds, Gold, Silver, Currency, Grains. #MAGA, #LSU, NO CRYPTO—Conservative Patriot. NO INVESTMENT ADVICE OFFERED.Christophe Marin @CptChristophe
567 Followers 698 Following Immigrant/ Investor/ Serial Entrepreneur / Small Biz Owner & Mentor / US Army Veteran / Environmental Champion / VeeFriend / Proud Dad / Dog LoverMatt Sullivan @SullyMatthew
2K Followers 349 Following Pro-freedom, pro-human flourishing, and pro-betting on ridiculous long-odd parlays.Nelson Resende @njresende
102 Followers 197 Following Timing matters….yes the mileage pic is mine, it's real and it was spectacular.Ryan Wilson @HedgeyeRetailRW
373 Followers 74 Following Hedgeye Retail Analyst. Research available for subscription at Retail Pro link below or visit https://t.co/N8op9lhj1V. Amherst Alum. Not Investment Advice.V @Vibrant_Vibes
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101 Followers 416 Following Retired 30+ yr residential mortgage originator; now trading. Love tennis too!Antíthetos @AntithetosCptl
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457 Followers 865 Following Boogie piano🎹 nut || Writer https://t.co/1vwXgyAQ6z || Don't underestimate #BTC #BitcoinETFs #AI || Posts are my own opinions, not financial adviceSam Phillips @ssp314
130 Followers 77 FollowingClint @pack_rulz1978
269 Followers 1K Following Not a warrior unless I’m called to be but curbside poet because I choose to be.Steve Wilson @SalesQBWilson1
521 Followers 2K Following President, Sales Performance Group, Fractional Sales - Operational Management, Former Tier-One CEOOxbow Advisors - Ted .. @Oxbow_Advisors
3K Followers 289 Following Our common sense approach to investing by emphasizing preservation of capital and growth. Social Media & YouTube Disclosure: https://t.co/tUYYNa5a9HVíctor Gómez Ayala @Victor_Ayala
11K Followers 4K Following Papá 🦸♂️ Economista (@Penn) & politólogo. Profr. de @ITAM_Mx. Todos los jueves ensayo sobre política fiscal en @ElFinanciero_MxSebastián @SebastinPatron3
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231 Followers 730 Following Old school wealth management meets a forward-looking perspective. Disclosure: https://t.co/68jdhCmBFYFXHedge @Fxhedgers
422K Followers 96 Following News Headlines: Finance, Economics and Geopolitics affecting money.ELMS Trading NYC @brooklynboy436
153 Followers 169 Following family run trading team out of Brooklyn, New York City. hedge eye guided. 98% of bitcoiners are just lottery ticket holders #fewThe Huntsman @The_Huntsman23
133 Followers 342 Following X requires log in to view tweets now, so..I'm back. Miss me? Business Owner & Trader Coffee, Bourbon, & Wine Aficionado Nothing here is financial adviceAlex Costanzagram @atc6955
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305 Followers 186 Following Managing Director/CEO, Forecast Capital ManagementJohn Gazitua @GazituaJohn
103 Followers 92 FollowingDr Murphy WeightLoss @TakeWeightOffMD
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4K Followers 259 Following Futures trader in recovery. Spiritual and physical health as a performance enhancerArt Hyde @JekyllCapital
16K Followers 966 Following PM @ Segra Capital Managment (@segracapital). Focused on niche & under-followed investment opportunities. Strong advocate for Nuclear Power.The Kobeissi Letter @KobeissiLetter
502K Followers 510 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]Billy Zegras @HedgeyeCommBZ
647 Followers 137 Following Hedgeye Communications Analyst (Internet, Media & Cable/Telco). UCLA Alum Not investment advice. For access to research contact [email protected]Scott @hammertrades18
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@HedgeyeComm The best things in life are free…well kind of…enjoy your kin!!!
@HedgeyeComm That is the only winning trade that matters right there.
Love it!
They get big so fast! And always ready with the right hook! No matter what side of the trade your on remember what's important!
@KeithMcCullough @federalreserve Goolsbee is on it, Keith. Gonna save all the poors.
SAVINGS America's Savings Rate = dropped (again) to 3.2% which is down -40 bps sequentially and down a whole -2% year over year This is what happens when #inflation accelerating eats into the Savings of The People @federalreserve
Good morning hedgeye nation. @Hedgeye . Its a big week with HedgeyeLive#. Time to rise and grind this time to read, take time to review your process.
Freedman Does It Again! Long Alphabet $GOOGL app.hedgeye.com/insights/14968… via @Hedgeye @HedgeyeComm
Momma- listen to me! #LetsGoMax!!
They get big so fast! And always ready with the right hook! No matter what side of the trade your on remember what's important!
Market cap distortion is in full effect, as $NVDA, $GOOGL, $MSFT, and $AMZN are accounting for more than 55% of the bullish momentum in the $SPX. Aside from these heavyweight companies, market breadth remains neutral, showing only a marginal bias towards the upside.
Cut the Losers, Ride Your Winners app.hedgeye.com/insights/14949… via @Hedgeye
With the #FOMC meeting on Wednesday. Is the market offsides going into this event? The Market is still expecting a 36% chance of a rate cut by July. Or is there some type of insider knowledge going into this event I don't know of yet?
Moving into May and deeper into earnings every StockJockey should be making a shopping list, and if you're smart enough to have been reviewing all the notes and MacroShow packets you get every morning from @KeithMcCullough you're looking for some levered plays w the coming Quad.
You’re not even old, Buds! Keep grinding The “old wall crusty guys” are those who lack the humility to learn and evolve
@KeithMcCullough Hey, not all old guys are grumps! I am 80 and like you in the last few years have grown a lot! You are doing great! Just remember HUMILITY is a sign of Greatness! By the way I am 80 and still a 6 hcp!
I'll say it. I don't think Soulja Boy could afford TikTok. I'm saying this as someone who learned how to do the "Crank Dat" dance when I was 8 years old.
Soulja Boy wants to buy TikTok
Nikileaks Cliffnotes: 'No rate hikes. Higher for longer.' (Just like @KeithMcCullough and @Hedgeye have been saying for several quarters).
The core PCE price index rose 0.32% in March and was up 2.8% from a year earlier January's gain of 0.45% was revised to a gain of 0.50%. The 6-month annualized rate of core PCE inflation held steady at 3% in March The 3-month rate was 4.4%, up from 3.7% in February