by Mark Bunting | Sep 9, 2023 | Big Picture, Blogs, Canada, E-Commerce, Investing, Stocks, Top Ideas, United States
This company is the “best idea in retail, hands down” over a six-month, one-year, three-year, and five-year time duration. “No company has more torque in their model.” And the Chairman and CEO, who is “very macro aware and...
by Mark Bunting | Oct 7, 2022 | Big Picture, Blogs, Canada, Investing, Media, Stocks, United States
Stop. Just stop. The narrative that the Federal Reserve is going to “pivot” and slow its inflation-fighting interest rate tightening cycle or pause or even start cutting rates soon is not going to happen. For one, the U.S. two-year yield, an indicator of...
by Uncommon Sense Investor | Sep 30, 2022 | Big Picture, Blogs, Canada, Investing, Stocks, United States
Hedgeye Risk Management’s Keith McCullough started warning clients and subscribers about a bear market crash in January of this year. His theory has proven correct, based on data, and rooted in a belief that the most epic bubble of all time would burst, and that...
by Mark Bunting | Jul 29, 2022 | Big Picture, Disruption, Interviews, Investing, Media, Stocks
When you’ve called every bear market since 2008, including the current one, you’ve earned the right to have strong, provocative opinions. Keith McCullough, who is not a perma-bear, doesn’t hold back in this interview. The CEO and Founder of Hedgeye...
by Mark Bunting | Jun 24, 2022 | Big Picture, Blogs, Canada, Investing, Media, Stocks, United States
The record of Keith McCullough is intact. The maverick founder and CEO of Hedgeye Risk Management has not failed to anticipate a bear market crash since 2008. That prescience over the years has probably saved him and his subscribers and large institutional clients...
