
Joshua Steiner
@hedgeyefig
Macro/Fins/Pymts/Housing/Crypto @Hedgeye. Lehman, Millennium, Amaranth. Not Investment Advice. Research available for subscription at hedgeye.com
ID: 196697822
http://hedgeye.com 29-09-2010 18:14:47
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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. 🔊

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

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

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




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




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

‘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 @

"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…

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

₿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

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

