Все публикации

McCullough: Volatility Determines The End Of A Bull Market, Not Valuation

The Macro Show [FULL FREE EPISODE] | November 23rd, 2021

McCullough: Powell Lied On Inflation & Bottlenecks

The Outlook | Keith McCullough On 'Macro Theme #1 | USA #Quad2 in Q4?'

Gold Has Been Trash Relative To Oil & Bitcoin

Grant Williams & Keith McCullough | Hedgeye Investing Summit Fall 2021

McCullough: Bitcoin Has Crushed Cash → Stop Chasing Narratives

Joe Calhoun & Keith McCullough | Hedgeye Investing Summit Fall 2021

McCullough: Oil, Copper & Our Street-High Inflation Nowcast

McCullough: When To Sell? My 2 Most Important Signals

Jurrien Timmer & Keith McCullough | Hedgeye Investing Summit Fall 2021

Kyle Bass: “China Is The Enemy → Wall Street Firms Are Too Entwined With The CCP” (Investing Summit)

Grant Williams: “We Are In The Post-Consequence World” (Hedgeye Investing Summit)

Liz Ann Sonders: “Heed The Discipline Associated With Rebalancing” (Hedgeye Investing Summit)

Diego Parrilla: China’s Situation Is Dire → It’s Lehman² (Hedgeye Investing Summit)

Hedgeye Investing Summit | October 2021

McCullough: What Robert Kaplan Did Is An Effing Disgrace

McCullough: Here’s How You Should Trade → Use Volatility (Not Your Emotions)

The Macro Show [FULL FREE EPISODE] | September 23rd, 2021

The Top 3 Things Keith McCullough Is Focused On Amid Evergrande Panic

We Don’t Sell Narratives; If “The End Of The World” Crash Comes, We’ll Turn On An Effing Dime

Lacalle + McCullough: Fed Policy Mistake? Market Risk Rising

McCullough: Fed 'Lied To Our Faces' About Inflation

McCullough: I Like Crypto More Than Gold (For Now)

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