President & Co-Founder @Hedgeye @Hedgeyeam, Original @Firefly_Space Co-Founder, @PayPal @DRIScience
Joined January 2009
- Tweets 19,310
- Following 974
- Followers 9,797
- Likes 50,388
580 Photos and videos
Michael A. Blum retweeted
Jun 12
Let me explain why I think Freddy resonates.
Lots of Europeans visit the USA as tourists. They visit New York City, or Washington DC, or Hollywood, or Las Vegas, and if they visit natural beauty too, they go to really crowded places like the Grand Canyon or Yellowstone.
So while they see our cultural and natural icons, they are mostly in blue cities and they therefore also see the decline, the homeless, the drugs, the dirt and the rude, rude Americans.
But Freddy is not doing that. Freddy is driving, and he’s doing it through the heartland, where people are kind and polite, the skies are wide open, and the bounty of Buc-ees and Bass Pro Shops are overwhelming.
Freddy is not seeing fentanyl and decline.
He is seeing the real, hopeful, patriotic, kind America that European tourists rarely traverse.
And he loves it.
That’s why Freddy is a phenomenon.
Jun 11
We found another surreal place on our way. I know some people will say I’m too positive about everything I see, but this place was crazy. They had a shooting range in the store.
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39 of 47 Wall Street CPI estimates didn't show up until the last 5 days before the print.
The Hedgeye Inflation Nowcast had 4.25% on May 12, the day the April number posted.
May's CPI came out at exactly 4.25%.
By the time the Street catches up, it's already priced in.
That's why Hedgeye CEO @KeithMcCullough's process frontruns the street.
Get access to our Inflation Nowcast by subscribing to The Macro Show: app.hedgeye.com/su/the-macro…
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Jun 11
One of the biggest fraudsters ever!
Jun 11
SAYLOR: “I said to you to never sell your Bitcoin. I never said that the company would never sell its Bitcoin.”
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Michael A. Blum retweeted
Jun 10
@KeithMcCullough Yesterday's morning call and his trades (transparent in the "Portfolio Solutions" and "Real Time Alerts" products) in the morning were indicative of why @seabreezelp subscribes to @hedgeye (its our only subscription).
On cue, one day vol went from 9 to 21 as the day evolved. @dougkass @SamofAmerica @RPKent @HedgeyeDJ
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Michael A. Blum retweeted
Jun 10
REPLAY: The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets app.hedgeye.com/insights/183… via @hedgeye
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Michael A. Blum retweeted
Does China not recognize a basic geographic reality? Scarborough Shoal (which China refers to as Huangyan Dao) is located well within 200 nautical miles of the Philippine coastline, while it lies over 1,000 nautical miles from mainland China.
Jun 9
When asked whether China and the Philippines have engaged in diplomatic actions over “a floating structure located within the disputed atoll,” Chinese Foreign Ministry spokesperson Lin Jian said on Tuesday that Huangyan Dao is an inherent territory of China, and China has indisputable sovereignty over Huangyan Dao and its adjacent waters. “Any activities China conducts on Huangyan Dao, including scientific research, are the legitimate rights of a sovereign state. China urges the Philippine side to stop maritime infringements, provocations as well as sensational hype,” Lin added.
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Watch the full real conversation with Hedgeye CEO @KeithMcCullough and Richard Brennan @RichB118, author of The Fractals of Finance:
app.hedgeye.com/events/18307…
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Incredible.
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Michael A. Blum retweeted
CHART OF THE DAY: 3 Macro Crashes Our Subscribers Were Prepared For app.hedgeye.com/insights/183… via @hedgeye
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