Out of Aquatic Resource Education, New Mexico. Family, fly fishing, British Labs. Louise Yamada " ...all information is found in price." Hedgeye weathervane.

Joined March 2015
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HeddgeyeSellerJustNow; down 3 bps at 11:53am EST as the drop keeps dropping. Short the indexes, short crypto, short the magic AhEye, short the commodes...and long duration with TLT. TLH and longer with the Zroz. Larger position sizes mean more jumps in the run, so now down 9, now 8 as a brief, or not brief upshot puts my shorts in the redzone. Down 6 as the Chutes and Ladder game continues, real money. The Japanese Knotweed will soon start to flower at the family place here north of Keene NH. We will knock it back to ground level in our five year plan to kill it without using Roundup. Noon:03 EST, down 9, with a wonder, do I close the shorts and go long? Not yet, still got to vacuum before we leave, let the shorts simmer. Did buy GLD. Put the laptop down and go vacuum. What fun!
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HeddgeyeUserUp4bps. Up 4 basis points. Trading the Hedgeye lists, long and short, open close add, got me back to flat mid-day after the downfall at the open. Then a big divi came in and put me up four bps. Missed the close so loaded up on ball hoggers from the Hedgeye list plus the Simplify list. No HAM ETFs held so tomorrow's open I am not very long the Hedgeye list. DOW 92. S&P 165. Nasd 307. Russ 58. KSPY 124. HGRO 146. HECA -63. HELS 41. HEFT 54. Indexes equal weight 156. Hedgeye ETFs equal weight 60. Me up 4. HGRO was my largest hold into the open, twas a strong contender but not enough to bail out the redzone. Blueberries look great on the lake, be back late July for some good family pickens.
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HeddgeyeForMeDownWeek; down -8 day... down -26 week. Day then week in basis points. DOW 70 day, 40 week. S&P 50, -12. Nasd 31, -68. Russ 83, 288. Wow on the Russ. HGRO 36, 95. HECA -33, 4. HELS 12, 16. HEFT 39, -104. KSPY 77, 63. Indexes equal weight 59 day, 62 week. Hedgeye ETFs equal weight 26 day, 15 week. Me -8 day, -26 week. I can't blame this poor performance on my beach time. Went with ETFpro and HGRO full on for the weekend. Cheers. Vespers tonight by long distance.
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HeddgeyeWasUpFinishedDown; down 6 basis points on an up day. Embarrassing, was up 5, took a nice walk and darn it.... DOW 186. S&P 175. Nasd 254. Russ 295. KSPY 90. HGRO 231. HECA 115. HELS 209. HEFT 98. Indexes equal weight up 228. Wow. Hedgeye ETFs equal weight up 149. Me down six. Fishing tomorrow so just left the strong Hedgeye ETFs in play. Congrats to the HedgeyeHAM crew.... well played.
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HeddgeyeClosedToday's Book. this is a similar set post as I don't see the one I just posted. anywho.... Down 2 basis points and totally closed the shorts, have a bit of crude and UGA and FOXY, all else in ball hoggers. I'll do the numbers after the close. HOLY Smithereens, 3:49pm EST and I am UP one basis point.
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HeddgeyePlaceHolder; up two basis points today, details after we get back from the grocery.
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HeddgeyeDown28. What a strange tape. We shall see what tomorrow brings. Rode the day pretty good and got snookered on the last 44 minutes. So it goes. DOW 17. S&P -26. Nasd -97. Russ 31. KSPY -30. HGRO -43. HECA 37. HELS -97. HEFT -85. Indexes equal weight -19 basis points. Hedgeye ETFs equal weight -44 basis points. Me down -28 basis points.
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HeddgeyeStartedbuying at 7260. down 36 bps at 1:14pm EST with 720 basis points of buying power ... ready to re-add the cleanup hitters HGRO HECA HELS HEFT. No forecast. The stack blew through support and the low end of the RiskaRangers....NOT down and out, just down. Fun to have lobster for breakfast, tis $54 a pound cooked picked and packaged. Oysters, mighty fine oysters at $1.59 each. Fresh beats a down market!! Down 31 and rising. Not a forecast. 1:17pm EST. Adding longs.
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Heddgeye Down and Out, now short. Down 25 basis points at 12:19pm EST.
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HeddgeyeBackInTheSaddle; up I said UP six basis points. Just kept rolling through the Hedgeye lists, the trends, risk ranges, quads, signals, all available to subscribers. Slept through the Macro Show this morning, actually running my pre-open routine during the show but kept it off, one thing at a time. Will listen to the replay later while I plant the taters and the squash. DOW 72 day, 119 week. S&P 22, 149. Nasd 20, 224. Russ -60, 224. Hedgeye added a new ETF to HAM, ticker ADDS, will let it settle for a while before it enters this list. HGRO -37, 77. HECA -4, 106. HELS -43, -46. HEFT -30, -4. KSPY 10, 73. Indexes equal weight 14 today, 179 week. Hedgeye ETFs equal weight -21 today, 41 week. Me, up 6 today, down -37 week. Back at it Sunrise Monday. Vespers tonight, a great circle of friends. With thanks. Ti
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HeddgeyeNotProperUsage! down 16 bps. Bailed after my screwup. Will reset for tomorrow. DOW 5. S&P 58. Nasd 91. Russ 57 basis points. HGRO 35. HECA 25. HELS -48. HEFT 51. KSPY 40. Indexes equal weight up 53 basis points. Hedgeye ETFs equal weight up 21 basis points. Me down -16. Whoops. Well, all cash for tomorrow's reset.
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HeddgeyeCutLossHalf; down -19 basis points. Kept playing Chutes and Ladders and slow movers and cut'n losses adding gainers. Did not end up with the ETFpro book, only those that had stopped dropping. Shorting the MLPs was very fine. Got great prices on the fast cars though today was RED for them and for me. DOW 36. S&P 2. Nasd 7. Russ -6. all in basis points. HGRO -18. HECA -47. HELS -54. HEFT -96 (?). KSPY -16. Indexes equal weight up 10. Hedgeye ETF equal weight down -46. Me down -19. All set for tomorrow's sunup. Good day.
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HeddgeyeAfternoonMyBook; down -21 basis points. On the IREN train with NVDA and a bunch of followers though they have yet to come off their base. Gradually putting the ETFpro list back on. 2:53pm EST...-20 bps.
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Heddgeye, Macro Show loaded, market now open. down 4 basis points at the open as I had a few shorts left in from Friday close. Mostly dry powder with all four Hedgeye ETFs in the book. Down four in the kiddie pool at 9:36am EST.
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Heddgeye Question; is the Hedgeye website down? The rest of my tabs are opening with logins correct, but Hedgeye aint loading. My emails, Early Look and such, all came through but the site is not loading.
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HeddgeyeFullPressDay; up 7 basis points. Tried to get out when that 1:55pm EST spike hit but couldn't sell fast enough as I had almost the entire SigStrgth and ETFpro list in my book. This is not a complaint! Reloaded as much as I could till the EOD bell. Numbers are basis points. DOW 55. S&P 17. Nasd 9. Russ 94. HGRO 39. HECA 40. HELS -27. HEFT 13. KSPY 14. Indexes equal weight up 44 basis points. Hedgeye ETFs equal weight up 16 basis points. Me pretty good run today up 7 basis points.
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HeddgeyeUserToday; down -2 basis points. Took the heavy movers off the table, will re-establish after the NVDA market reaction. Numbers in basis points. DOW 131. S&P 108. Nasd 154. Russ 251. HGRO 85. HECA 66. HELS 87. HEFT 25. KSPY 14. Indexes equal weight up 161 basis points. Hedgeye ETFs equal weight up 55 basis points. Me down an embarrassing -2 basis points on an up day.
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(duplicate Post) HeddgeyeMyPrettyGoodDay; up 10 basis points on a well fought battle field. Great drop after the open to go long, a stout slope to ride up, a top, and a downhill ride to short on the way to EOD. Shorted NVDA and its cousins till just before the close, then went long NVDA. Played the duration UST ETFs long, off, short, off. Did not get burned all day long, rare as my record shows plenty of burns, scrapes, knockdowns and few knockouts. Lots of trades. No favorites. No room for red, the long short book shows green or if not, I close that position. Easy to say, not easy for me to do. Closed all the shorts EOD (except XLK, which I missed, it can play the balancing act with NVDA tomorrow). Mostly long energies and commodes. Actually, mostly, 95.2%, ball hoggers. The following numbers are in basis points. Did good today, no duds. I acted on all the RTAs and ETFpro changes, however most turned red and got dropped, except for my favorite potato chips. DOW -65. S&P -67. Nasd -84. Russ -108. KSPY -2. HGRO -81. HECA -55. HELS -66. HEFT -22. Indexes equal weight down -81 basis points. Hedgeye ETFs equal weight down -45 basis points. Me at a pretty healthy weight, up, I said UP 10 bps.
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HeddgeyeMyPrettyGoodDay; up 10 basis points on a well fought battle field. Great drop after the open to go long, a stout slope to ride up, a top, and a downhill ride to short on the way to EOD. Shorted NVDA and its cousins till just before the close, then went long NVDA. Played the duration UST ETFs long, off, short, off. Did not get burned all day long, rare as my record shows plenty of burns, scrapes, knockdowns and few knockouts. Lots of trades. No favorites. No room for red, the long short book shows green or if not, I close that position. Easy to say, not easy for me to do. Closed all the shorts EOD (except XLK, which I missed, it can play the balancing act with NVDA tomorrow). Mostly long energies and commodes. Actually, mostly, 95.2%, ball hoggers. The following numbers are in basis points. Did good today, no duds. I acted on all the RTAs and ETFpro changes, however most turned red and got dropped, except for my favorite potato chips. DOW -65. S&P -67. Nasd -84. Russ -108. KSPY -2. HGRO -81. HECA -55. HELS -66. HEFT -22. Indexes equal weight down -81 basis points. Hedgeye ETFs equal weight down -45 basis points. Me at a pretty healthy weight, up, I said UP 10 bps.
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