Top Tweets for #macroshow
My man @KeithMcCullough liking MY @NHLFlyers in the postseason and chatting them up on the #MacroShow? Oh hell, if I wasn't already a subscriber I would be!
Bravo @SamofAmerica on an excellent #EarlyLook today. With that, #RRSignals, and the #MacroShow I'll be ready for the day. #HappyFriday
Thanks for the kind words @DougKass. Much appreciated. As with all of my labors @Hedgeye / @HedgeyeAM, my presentation on today's #MacroShow reflected valued assistance from multiple teammates, with @HedgeyeRJM providing especially timely help.
Masterful and value-added presentation this morning by @dsaleminvestor ... a thoughtful discussion of investment process and execution (done in a succinct and easily understandable manner).
What a contrast to consensus Fin TV.
@KeithMcCullough @SamofAmerica @HedgeyeDJ @hedgeye
"I'm suspicious of people who don't like dogs, but I trust a dog when it doesn't like a person.'' - Bill Murray
@KeithMcCullough @Hedgeye #macroshow
Volatility update:
– $VIX top-end now <19; low-end = 13-handle, lowest in cycle.
– S&P up + VIX up? Happens ~⅓ of the time. Not bearish — just noise.
#MacroShow
It has been (so far) a watershed week of content, coaching, teaching, allocation, and execution with @Hedgeye & @HedgeyeAM from the #MacroThemesCall, overtime on the #MacroShow, to @SamofAmerica's #EarlyLook, #CapitalAllocation's monthly updates, and certain ETFs' performance!
My new Senior Partner at HAM, Sam Rahman (@SamofAmerica), nailed today’s Early Look on the elephant in the room. Most have feelings about a bubble—few have a Portfolio Manager’s process.
6 of 11 sectors green… but a narrow market masked by concentration.
Don’t let $AMZN & friends fool you — breadth matters.
At ATHs, we de-gross, reallocate, and keep Gold/Silver in the mix.
Risk managed > story told.
#MacroShow
$NVDA back to signaling higher all-time highs → top end of the range above yesterday’s close.
Add that to $AAPL + $ORCL (42% of yesterday’s gains) and you see why sector divergence is so powerful.
#MacroShow @KeithMcCullough
“Spot up, vol up” ≠ apocalypse.
32% of all-time highs in the $SPX have come with the $VIX rising.
Don’t trade Twitter narratives. Trade the signal.
#MacroShow @KeithMcCullough
Markets are easy when it’s light. The real edge comes in the dark.
• Credit vol perking
• VIX carving higher lows (14.22 → 14.33)
• S&P risk range 6516–6691 = just 0.4% upside
That’s why we sell into strength. Comfort in darkness = survival.
#MacroShow
Everyone’s debating if it’s a bubble.
Wrong game.
S&P breadth thinning, VIX coiled near 14, volume fading — one spark and the “happy place” ends.
This is the most competitive game on earth.
You don’t win by whining — you win by risk managing what you own.
#MacroShow
Market’s boiling pot:
• 25 all-time highs in the S&P
• VIX flirting with 14, could flush back to 8
• Gold cooling after CNBC finally found it
This isn’t about guessing tops.
It’s about controlling your emotions when the crowd loses theirs.
#MacroShow
Cycles don’t lie.
Bonds at pre-cut lows, VIX just went 8 → 17, and implied vol premia have doubled.
Market’s praying for a 50bps cut, not 25.
Quad 3 → Quad 2 rotation: Energy rips, Utilities slips. Follow the process.
#MacroShow
China may be heading for Quad 4 next quarter, but right now the signal is max bullish.
Higher highs, higher lows while consensus stays stuck on politics + fear.
This is how you catch turns before they get “obvious.”
#MacroShow
Fed funds futures now pricing 84% odds of another cut in December (78% for the later meeting).
But the 2Y yield at ~3.55% is the front-runner — when that stops going down, so do the cut odds.
Signal > narratives.
#MacroShow
Cross-asset vol hitting new lows — move over, recession bears.
Tesla vertical, Japan vertical, China just ripped.
Quad 2 doing Quad 2 things.
#MacroShow
Timestamp discipline: $UFO, $ESPO, $NBIS, $SPHR—when I say sell some, that’s your hedge. Book gains into overbought signals. Do it again, and again, and again.
#MacroShow
Process > feelings. You can read 400 pages on why $AAPL is “doomed” in China. Signal still bullish → you buy. No emotion. Signals fade human behavior.
#MacroShow
Dollar breaking = asset inflation. Good for $GLD, bad for purchasing power. Elites + asset owners win, people lose. That’s the perverse reality of devaluation.
#MacroShow
Peak dovishness priced in: 2Y yield flirting with 3.48% = max rate cut expectations. September cut odds near 90%, but CPI could reset Oct/Dec probabilities lower. That’s the trade.
#MacroShow
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