Joshua Steiner (@hedgeyefig) 's Twitter Profile
Joshua Steiner

@hedgeyefig

Macro/Fins/Pymts/Housing/Crypto @Hedgeye. Lehman, Millennium, Amaranth. Not Investment Advice. Research available for subscription at hedgeye.com

ID: 196697822

linkhttp://hedgeye.com calendar_today29-09-2010 18:14:47

2,2K Tweet

18,18K Followers

155 Following

Keith McCullough (@keithmccullough) 's Twitter Profile Photo

If there's just one thing I'm most proud of about my risk mgt #process it's this... 3 for 3 since 2018 in signaling #Quad4 $SPX Drawdowns & Crashes AFTER being Bullish coming into all 3... #timestamped

If there's just one thing I'm most proud of about my risk mgt #process it's this...

3 for 3 since 2018 in signaling #Quad4 $SPX Drawdowns & Crashes 

AFTER being Bullish coming into all 3...
#timestamped
Hedgeye (@hedgeye) 's Twitter Profile Photo

Thinking about subscribing to Hedgeye? Don’t take our word for it. Listen to portfolio manager Michael Taylor—one of the best in the game—on why Hedgeye is a must-have for investors. 🔊

Hedgeye (@hedgeye) 's Twitter Profile Photo

Renowned forensic accounting expert Steve Clapham, Analyst Author Podcaster Substacker told Keith McCullough today that he's been an analyst for 30+ years and he's never seen so much cheating and earnings management as today. 🚨 🔊 Watch the full on-demand replay free: app.hedgeye.com/insights/16370… "I'm not out there

Hedgeye (@hedgeye) 's Twitter Profile Photo

STEINER: The U.S. Student Loan Crisis Is Worsening 🔊 After years of pandemic-era forbearance, the U.S. student loan crisis is rapidly deteriorating. In this clip from The Call @ Hedgeye, Macro analyst Josh Steiner Joshua Steiner breaks down the troubling data and warns of what’s

Hedgeye (@hedgeye) 's Twitter Profile Photo

A client asked Keith McCullough during today’s "Quarterly Macro Themes" Q&A what could drive gold and other precious metals higher from here. 🔊 Hedgeye prepared subscribers in advance for the breakout in precious metals. "Quarterly Macro Themes" is our deep-dive, 150+ slide

Hedgeye (@hedgeye) 's Twitter Profile Photo

BLOOD IN THE STREETS 🩸 | Navigating Market Chaos with Clarity + Confidence... Don't Miss the 14th Online “Hedgeye Investing Summit” Markets are breaking down. The VIX is ripping. Fear is everywhere. From tariffs and tech to recession risk—this is a moment that demands clarity,

BLOOD IN THE STREETS 🩸 | Navigating Market Chaos with Clarity + Confidence... Don't Miss the 14th Online “Hedgeye Investing Summit” 

Markets are breaking down. The VIX is ripping. Fear is everywhere. From tariffs and tech to recession risk—this is a moment that demands clarity,
Hedgeye (@hedgeye) 's Twitter Profile Photo

Day 3 — Our Grand Finale of the "Investing Summit" is here! 🔥 We’re closing out strong. Three big, must-see webcasts today beginning at 11:00am ET. Join Keith McCullough and top market minds for sharp analysis, risk management insights, and actionable investing ideas. ➡️ Get

Day 3 — Our Grand Finale of the "Investing Summit" is here! 🔥

We’re closing out strong. Three big, must-see webcasts today beginning at 11:00am ET.

Join <a href="/KeithMcCullough/">Keith McCullough</a> and top market minds for sharp analysis, risk management insights, and actionable investing ideas.

➡️ Get
Ishmael Asad (@hedigitalassets) 's Twitter Profile Photo

All hype, no fundamentals, & poor tokenomics - the $5B collapse of Mantra $OM - read below 👇 thestreet.com/crypto/markets… Coinage Hedgeye #Mantra #OM #Crypto

All hype, no fundamentals, &amp; poor tokenomics - the $5B collapse of Mantra $OM  - read below 👇
thestreet.com/crypto/markets…

<a href="/coinage_media/">Coinage</a> <a href="/Hedgeye/">Hedgeye</a> #Mantra #OM #Crypto
Hedgeye (@hedgeye) 's Twitter Profile Photo

McCullough: Watch Volatility $VIX (Very) Closely 📈 The $VIX is at a critical tipping point as markets (once again) bounce after a big down day. 🔊 Will it be able to finally close below 29 and exit what we affectionately call "The F*$k Bucket?" It has stubbornly stayed above

Hedgeye (@hedgeye) 's Twitter Profile Photo

McCullough: Gold Is Flashing the Strongest Market Signal 🔊 Forget Valuation—Follow Signal Strength In this clip from “The Macro Show,” Hedgeye CEO Keith McCullough breaks down why signal strength—not valuation—is the key to smart investing. He pushes aside conventional

Hedgeye (@hedgeye) 's Twitter Profile Photo

‘Sell Them All’: Why We’re Fading the Mag 7 $GOOGL was the first “Magnificent 7” stock to report Q1 earnings, popping into Thursday’s close and into Friday. CNBC cheered the move — but the rally may not last. 🔊 Hedgeye CEO Keith McCullough warns in this clip from The Call @

Hedgeye (@hedgeye) 's Twitter Profile Photo

"When bonds do well, then obviously you just have to own bonds as the 40%. You don't have to look any further. But when bonds don't do well, gold is the hedge against that 40%." 🔊 Watch the full webcast with Jurrien Timmer and Keith McCullough free: app.hedgeye.com/insights/16545…

Hedgeye (@hedgeye) 's Twitter Profile Photo

Highlight reel below from today's edition of "The Pitch" where our analysts presented their top long/short stock ideas to Keith McCullough. 🔊 Watch the on demand replay free: app.hedgeye.com/insights/16591… Featuring: 📌 Felix Wang Felix Wang, CFA (Tech) 📌 Jay Van Sciver

Hedgeye (@hedgeye) 's Twitter Profile Photo

₿itcoin Dominance → Decoupling From the Rest of Crypto 🚀 On today’s special crypto-focused edition of "The Macro Show," Digital Assets analyst Ishmael Asad Ishmael Asad discussed the widening divergence between $BTC performance and the broader crypto market. 🔊 Bottom

Keith McCullough (@keithmccullough) 's Twitter Profile Photo

The Flows (much larger impact on markets that the latest Macro Tourist Narrative of The day) "important dynamic to watch in the post-expiration period is the mechanical repositioning from derivative income-based funds, such as structured products and ETFs" Tier1 Alpha

The Flows 

(much larger impact on markets that the latest Macro Tourist Narrative of The day)

"important dynamic to watch in the post-expiration period is the mechanical repositioning from derivative income-based funds, such as structured products and ETFs" <a href="/t1alpha/">Tier1 Alpha</a>
Matt Cooper (@hedgeyefins) 's Twitter Profile Photo

Join us today for our in-depth presentation on the "Big Three" Credit Bureaus - where Josh Steiner (Joshua Steiner) and I will be walking through the industry, the current dynamics/macro sensitivities, and our positioning on the three names. Reach out to us for access! Hedgeye

Join us today for our in-depth presentation on the "Big Three" Credit Bureaus - where Josh Steiner (<a href="/HedgeyeFIG/">Joshua Steiner</a>) and I will be walking through the industry, the current dynamics/macro sensitivities, and our positioning on the three names. 

Reach out to us for access!

<a href="/Hedgeye/">Hedgeye</a>