⛴️"SCOTUS is either an iceberg the USS Trump Titanic is going to go right past or it’s going to hit it." JT Taylor & Paul Glenchur will discuss the case in a FREE webcast at 11am ET Tuesday: app.hedgeye.com/insights/14596… Get advance insights from The Call: app.hedgeye.com/insights/14597…

With Rs 2025 Senate majority prospects improving, McConnell’s quest to become Maj Leader again would’ve ended badly given growing opposition to him among Senate Rs. He’ll take stand on UKR funding this year +likely take over Approps (who the hell wants that job anyway?) in 25.

Friends, I have decided to take an indefinite leave of absence from Hedgeye to pursue political office. After extensive prayer and conversation with my family, I believe a can contribute to my country and community in a different capacity. While I am stepping back from my

WATCH | All 9 interviews from this week's 12th Hedgeye Investing Summit are now available to watch free on-demand 🔥 "If you take your capital seriously (as I do), Hedgeye Keith McCullough "Investing Summit" conversations are a necessary view in balancing against the pablum of

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Attention Investors! In case you didn't already know...🧐 The phrase "Talking Turkey" refers to speaking plainly and directly, stripping away the fluff, BS and narratives—in other words, it's all about sticking to the facts and reality, unlike what we often see in

MACROCOSM Michael A. Blum: When I speak with my contacts with feelers in the intelligence community, there is a singular focus on China. amanni: Longer-term it's China, China, China. Oftentimes use the phrase that this is a 'New Cold War.' I'm not so sure I like that because the

The call with Paul Glenchur was excellent - a massive regulatory and procedural law change that is getting lost in today's polarized politics!!! can access here by subscribing landing.hedgeye.com/industrials-ja…

This is THE fear I had in 2021 - and was vocal on Hedgeye - that the Federal Interest expense would go parabolic - and the only “solution” was to print. Fiscal Stim hits the Minsky Moment. - I est $500b higher for 2025.

amazing work by Paul Glenchur on Chevron Deference... Paul has an exceptional batting average! @hedgeye Keith McCullough

Somebody is going to be spending a lot of time in his newly ‘adopted’ state of PA. H/t Howard W. Penney

My connection on The Call was cut off as soon as I started talking about timeline for Biden dropping out. 🤔First date to watch is August 7 when the DNC will finish its electronic roll call vote (will likely start a few days beforehand) officially nominating Biden/Harris.

Second timeframe is the DNC in Chicago from Aug19-22. My hunch is Biden will move within the week avoiding an even uglier, more public drive to get him to step aside. 2/2

Harris currently likely to top the ticket but it won’t be smooth sailing. will party rally around her or will another candidate emerge? who will her Veep be? Will new money flow into Dem coffers? Will Rs mount legal challenge to new ticket at state level?

My first reaction is that this resets the race but Ds clearly have serious hurdles to overcome-Harris’s numbers barely top Biden’s.Could help put the House back into play.Senate still switching.Don’t get too focused on $ game as Ds will find a way(Rs would do the same).Stay tuned

Honored to join Col, McCausland and JT Taylor on Monday for a call on geopolitics. Adding my two cents on energy. Contact [email protected] for access. For Energy Pro go to: insights.hedgeye.com/energy-pro-fer…

Fed Roadmap: How Many Rate Cuts Are on the Horizon? ✂️ This morning on The Call @ Hedgeye, Macro analyst Josh Steiner Joshua Steiner and Hedgeye CEO Keith McCullough discussed the market's anticipation of three rate cuts this year—and the potential for the Federal Reserve to extend

Many investors are panicking today. Our Founder & CEO Keith McCullough has been helping investors successfully navigate market peaks 🗻and bottoms ⚠️ since 2008. 🔊 If you want to learn a BETTER WAY to invest, sign up for our complimentary investing insights:

Harris and Trump both whiffed bigly with their Veep picks. Move to center makes most sense in this environment. Time will tell of course, but Rubio, Shapiro, Kelly and Haley (yeah, I know) all better strategic picks.

Big one on Gold LIVE at 11AM ET ! Judy Shelton [WEBCAST] A Real Conversation with Judy Shelton app.hedgeye.com/insights/15537… via @hedgeye