Keith McCullough

Keith McCullough


CEO, Hedgeye Risk Management

230858 followers  •  830 follow  •    •   http://www.hedgeye.com

"Falling Bond Yield" narrative shot like Elon's chances in court

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NATGAS: -18% in the last month as #Quad4  Demand tanks

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MILK: inflated +11.4% on the "Fed Pivot" bs. Great for families

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“Every obstacle is unique to us. But the responses they elicit are the same: Fear. Frustration. Confusion.” - @RyanHoliday 

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Options Bubble: Friday's 8.4 MILLION contracts = largest SPY Put Volume of all time

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US Mortgage DELINQUENCIES saw their largest monthly increase ever in April, effectively doubling from 3.4% to 6.5%. Roughly 9% of US Mortgages (more than 4.7 million loans and >$1T nominal loan value) are currently in forbearance #V-Shapes 

The only way to really learn is to lose real money

Yesterday's stock market ramp = largest since 2008 Today's rate cut, largest since 2008 Does anyone remember what happened post that in 2008?

On that market close... There is massive manipulation going in VIX options contracts Someone BIG Per one of the better Chicago guys who "sees" The Game "They are coming again on the front Vix future offer. Trying to stop the Friday collapse"

The US Stock market could be down -5.4% tomorrow and no one should be surprised

CURVE: if you don't think this is an economic signal, you're a fucking idiot

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I feel bad for people that don't read

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