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Hedgeye Profile picture
@Hedgeye
Apr 27 • 4 tweets • 2 min read Twitter logo Read on Twitter
Quick insights from our DEEP LEARNING ALGO

(certain commodities oversold)

1/
Our deep learning Wheat algorithm signals oversold in $WEAT Image
Our Oil algorithm is also in the beginning to signal oversold levels. Image
Same point from @KeithMcCullough's top 3 things:

Bulls couldn’t “see” the #Quad4 Recession (in Demand) until Oil, Copper, etc. all got buried to the LOW-ends of my Risk Ranges (again) yesterday.

Both CRB and Oil signaled immediate-term TRADE #oversold yesterday too

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More from @Hedgeye

Hedgeye Profile picture
Mar 1
Many on Wall Street would have you believe the "U.S. Consumer is hanging in there" and "in fine shape."

That's horse crap. Let's dispose of that nonsense right now.

1/
 app.hedgeye.com/insights/12977…
Below is your "WTF Chart of the Day."

As you can see, over the past 50 years the cost of public college tuition is up +1,759%.

Meanwhile, the salary of your average, hardworking American is up just +596%.

Inflation: ✔

2/
 bit.ly/3EMvaoK
But wait, there's more!

🚩Consumer Credit Card Balances are at 20-year highs

🚩The cost of that debt is at multi-decade highs

🚩The Consumer Savings Rate is at multi-decade lows

🚩 Meanwhile, there's a 22-month streak of negative income growth

3/
 bit.ly/3EMvaoK
Read 5 tweets
Hedgeye Profile picture
Feb 28
This is a quick thread about scammers/scumbags who should be banished from our industry.

In other words, spineless opportunists who mislead people and represent the worst of Wall Street.

We're looking directly at you Brad Thomas @rbradthomas! 😉 Image
Let's start with this horse shit from Brad.

"Medical Properties Trust has been beaten down by short sellers, which has caused shares to massively underperform"

Wrong❌

$MPW has been "beaten down" b/c it's finally being exposed by analysts like @HedgeyeREITs for being a scam
For the record, Rob Simone @HedgeyeREITs added $MPW to his Best Idea short list on 4/11/22

$MPW is down -50% since

Brad Thomas @rbradthomas MOCKED Simone at the time. Brad Thomas said he thoroughly debunked the bear thesis. He made fun of Simone saying he only had 10K followers
Read 9 tweets
Hedgeye Profile picture
Feb 28
Ummm, guys... Image
M2 didn't even go negative in the Volcker days, when beleaguered contractors and carpenters were sending 2x4s to the Fed Chair's office. Image
The "Ghost of Arthur Burns" haunts Chair Powell.

The Fed doesn't want to "blink" too early (i.e. pause rate hikes) and have a repeat of runaway 1980s-style inflation. Image
Read 4 tweets
Hedgeye Profile picture
Feb 15
The visionary behind the bestselling phenomenon The Fourth Turning looks once again to 🇺🇸’s past to predict our future in this startling and hopeful prophecy for how our present era of civil unrest will resolve over the next 10 years—and what our lives will look like once it has.
25 years ago, Neil Howe @HoweGeneration and the late William Strauss dazzled the world with a provocative new theory of American history. Looking back at the last 500 years, they’d uncovered a distinct pattern: modern history moves in cycles.
Each cycle lasts roughly 80 to 100 years, the length of a long human life, with each cycle composed of four eras—or “turnings”—that always arrive in the same order and each last about twenty years. The last of these eras—the fourth turning—is always the most perilous.
Read 8 tweets
Hedgeye Profile picture
Nov 15, 2022
Alright... the FTX Debacle

This is so much bigger than #FTX and @SBF_FTX.

Sure, it's one of the biggest political, regulatory and financial breakdowns of this Cycle.

But the bigger story is right under our nose.

This requires a thread. 🧵
@SBF_FTX 2/ The #FTX story.

Incompetence here? Of course.

Corruption? Fraud? Massive conflicts of interest? Most definitely.

This whole thing is rotten to its core.
@SBF_FTX 3/ ROTTEN

The 2nd lgst Democratic donor? SAM BANKMAN FRIED, FTX CEO: $36mil

14th lgst GOP donor: RYAN SALAME, co-CEO FTX Digital Mkts: $19mil

Did CFTC Commissioner Caroline Pham just delete a photo with SBF of FTX? YES.

Backroom meetings with other lawmakers & SBF? DEFINITELY
Read 11 tweets
Hedgeye Profile picture
Nov 10, 2022
HAPPY BIRTHDAY BOB RICH!

(in-house cartoonist and all-around good guy)

In honor of Bob's 69th trip around the son, we're celebrating some of his best work. Image
“I’ll never forget the first time I met with Bob. As we talked about his career, it became obvious to me why every major newspaper in America used to pay up for an in-house editorial cartoonist. They illustrate the point.”

@KeithMcCullough
stamfordadvocate.com/business/artic…
Read 7 tweets

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