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In 2013, a young Hedgeye analyst named Kaiser walked through a 57-minute short case on Linn Energy titled "Where There's Smoke, There's Fire."
Jim Cramer called Hedgeye unscrupulous and told his viewers to stay long.
$LINE went to $0.
@KeithMcCullough has never once traded the research for airtime.
Nice work, Jim.
Just signaled buy-MORE of our biggest Signal Strength Stocks winner and covered my biggest loser (which was a short)
Real-Time (Coaching) Alerts #timestamped (every Long and Short since 2008)
Moving into the second week of the month...it would serve well to remember that the mkt & signal will front run the Quad, pay attn to the rate of change in your notebooks, the calendar catalysts, & make sure to watch Mucker in the morning @KeithMcCullough MacroShow. Gents...
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In today's Early Look: "#Quad3 Longs: Gold, Healthcare, etc."
To review, Long Gold is just the upside-down Fractal View of the Semis and South Korea $EWY Short
That’s textbook, because every single time I’ve had these big Macro moves “right”, that was the order of particular things that happened.
Remember, Mandelbrot taught me this a long time ago:
It’s not the “Moving Average” or “Valuation” of things that matters…
It’s the particular things that happen at particular points in The Cycle