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...
by Uncommon Sense Investor | Mar 4, 2022 | Banking, Big Picture, Blogs, Canada, Investing, Media, United States
This is ominous. Major run-ups in oil prices when put together with the U.S. Federal Reserve raising interest rates has caused a recession 100 per cent of the time over the last 68 years. That’s according to compelling research by Josh Steiner, CFA, Sector Head,...
by Mark Bunting | Jan 6, 2022 | Blogs, Disruption, E-Commerce, Investing, Media, Stocks, Technology, Top Ideas
Brian McGough has one of the better track records in retail research. The long-time analyst at Hedgeye Risk Management made one of his most lucrative calls in 2017 when he said shares of Restoration Hardware (NYSE:RH) could multiply despite a lot of pessimism...
by Uncommon Sense Investor | Dec 3, 2021 | Big Picture, Blogs, Investing, Media, Stocks, United States
There have been several spikes of fear in the stock market the past week. Meaning the fear gauge, the Volatility Index (VIX), reflected many investors, often hedge funds, buying put options that reward them when the indices or stocks they’re betting against go...