Hedgeye @Hedgeye Twitter profile

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Hedgeye

9 days

One of the very best things about working at Hedgeye is the special people we get to share this journey with together. Earlier today, we were able to spend some quality time with a super-bright shining bulb (and one of the best our industry has to offer). It was our great…

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Hedgeye

@Hedgeye

13 minutes

Want Returns? Silver, Gold, and other commodities are outperforming traditional 60/40 portfolios due to #HFL Inflationary pressure. Silver inflated another +6.8% last week, taking its TRENDING 3-month Full Investing Cycle Return to +26.2%. Gold was +2.5% for us last week…

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Hedgeye

@Hedgeye

53 minutes

Our friends @StriveFunds sent us some high quality swag today 😎. Thank you. We look forward to working together and watching both of our firms grow bigger and stronger in the years to come!

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Hedgeye

@Hedgeye

3 hours

🔥 UPDATED: Upcoming Events @Hedgeye 5/13: $ALAB Short Black Book hosted by @HedgeyeTech 5/14: $AMN Long Black Book hosted by @HedgeyeHC 5/15: $HII Long Black Book hosted by @HedgeyeIndstrls 5/15: $BP Short Black Book hosted by @HedgeyeENERGY 5/16: Q2 Macro Themes Mid…

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Hedgeye Retweeted

Keith McCullough

@KeithMcCullough

6 hours

It's easy to see #Inflation if A) you live in the real world and/or B) you are long of it Dr. Copper inflating another +1.2% for us this morning to new Cycle Highs

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Hedgeye

@Hedgeye

3 days

Cartoon of the Day 💳 Capital NONE Consumers are running up credit card debt at staggering rates, all thanks to inflation making common items unaffordable to the majority of Americans.

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Hedgeye Retweeted

Ryan Ricci

@HedgeyeAI

3 days

Can anyone help me? I'm having trouble seeing inflation. 🧐 In the last 3 Months: Regular Gas +14% Gold +17% Shipping Rates +11% Natural Gas +22% Wheat +11% Crude Oil +2.0% Copper +26% UST 30yr Yield +27 bps Coffee +5% Corn +9% Soybean +3% Lean Hog +21% 🧐 #USDollar #inflation

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Hedgeye

@Hedgeye

3 days

Hedgeye Live Was a Success ✅ A big thank you to everyone from #HedgeyeNation that came out to take part in this outstanding weekend. Here's a quick glimpse into what unfolded 👇

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Hedgeye

@Hedgeye

3 days

Top Stock Picks 🔥🏎️ Each analyst gets 2 of their best tickers in this new F1 racing style product. 1⃣ They can pit-stop in-Game and change their car (i.e. the ticker) anytime they see a catalyst to do so 2⃣ Best examples of that were Freedman’s decisions to add both $GOOGL and…

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Hedgeye

@Hedgeye

3 days

🔥PORTFOLIO SOLUTIONS🔥 (Keith McCullough’s actual long-only ETF portfolio) Long Gold, Silver, Copper 🚀 Get access:

Keith McCullough

@KeithMcCullough

3 days

Long Gold, Silver, Copper If whoever is managing your hard-earned capital isn't LONG of INFLATION like we are... You're missing The Cycle

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Hedgeye Retweeted

"Tranum's Missing Cash Balance" REITRob

@HedgeyeREITs

3 days

First off, LGR! Second, we have poured a lot of time and energy into this over the last two years. 9 $MPW earnings calls. Here are 7 of them: - 1Q22: Aldag claimed visited with all tenants and none concerned, all getting better. $MPW had already lent 75mm of 100mm to…

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Hedgeye Retweeted

Keith McCullough

@KeithMcCullough

4 days

Here are the Top 10 returns (out of 22 racer picks) in our new "F1" Top Stock Picks product The team is hummin! And The Bird is doing his thing @HedgeyeComm

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Hedgeye Retweeted

Nelson Resende

@njresende

4 days

@Hedgeye @dsaleminvestor This was a fantastic conversation. I sat across David and in between @HedgeyeIndstrls and @HedgeyeREITs for dinner Fri night and I’m still processing everything. @KeithMcCullough you’ve built a great team, you should be proud. I’m grateful.

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Hedgeye

@Hedgeye

4 days

Cartoon of the Day 🏴‍☠️ Pirate Powell doing nothing to curb inflation. Forcing consumers to walk the plank into shark infested waters.

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Hedgeye

@Hedgeye

4 days

There's a #BetterWay $SPY Monkey return today: +0.52% Our Subscribers Top Longs today: $MSOS +4.69% $SLV +3.57% $GDX +3.43% Do you have these in your portfolio?

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Hedgeye Retweeted

Robert McGroarty

@HedgeyeRJM

4 days

👇👇👇

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Hedgeye Retweeted

Keith McCullough

@KeithMcCullough

4 days

While the Old Wall tries to cheer on a slowing US Labor market and "victory over inflation"... The best longs you can have on today re INFLATION Asset Allocations! These positions are smoking $SPY Monkeys

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Hedgeye

@Hedgeye

4 days

Run (don't walk) 🏃‍♂️ to this fabulous new conversation featuring American financier Ken Hersh. It's hosted by Hedgeye's David Salem @dsaleminvestor and is filled with powerful life lessons and investing insights acquired over a storied career. Below is an excerpt/gem of insight.…

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