Brooklyn Wealth Management
Brooklyn, NY
Joined July 2008
- Tweets5.5K
- Following4.8K
- Followers984
- Likes3K
Pinned Tweet
A must read!
On my new book, I just wanted to thank everyone for the kind compliments so far
An incredible number of people have downloaded it (maybe because its FREE! lol)
Download my new 52-page eBook today: info.hedgeye.com/keith-maste……
1
501
Brian Buroker retweeted
McCullough: Stop Measuring Yourself Against Warren Buffett
🔊
"You are not Warren Buffett, and you actually want to have risk management at the core, quantitative strategies at the core," @KeithMcCullough said at the Hedgeye Investing Summit.
Hedgeye Portfolio Manager Sam Rahman @Hedgeye_HGRO says very few investors can hold positions the way Buffett has.
"Very, very few people have the luxury to have that kind of duration of the capital," Rahman says.
"Buffett owns his duration because he owned the capital."
Rahman says his own long-term view runs one to three years, with many short-term moves to manage along the way.
"That doesn't mean you buy and hold and you sit there for three years and pray that it's going to work out."
McCullough describes the alternative as a top-down macro view like Stan Druckenmiller's combined with stock picking. "One bear market will convince you."
Brian Buroker retweeted
🚨 Day 2 of Hedgeye's 17th Investing Summit starts at 11am ET.
Private markets, liquidity and the everything bubble, three webcasts back to back with Hedgeye CEO @KeithMcCullough.
Complimentary access: tinyurl.com/yvh7udmc
Brian Buroker retweeted
As Mandelbrot taught me a long time ago, when investing, its not the "average" or "valuation" of things...
It's the particular thing that happens at the particular point in both market and Cycle Time
Brian Buroker retweeted
A +250% Winner 🚀
Why @HedgeyeTech is moving on from Samsung after the bull thesis played out:
We need mental health evals starting at young ages to separate people like this from regular society. Worth 13.4 billion and talks like a lunatic. You can’t ever satisfy sociopaths. Also Palantir needs to be eliminated all together.
"This is the voice of the American business community, channeled through me" has the exact same arrogance as JD Vance's whole "this is the voice of Christian theology, channeled through me" schtick.
16
Brian Buroker retweeted
"It is hard to imagine a more stupid or more dangerous way of making decisions than by putting those decisions in the hands of people who pay no price for being wrong."
Brian Buroker retweeted
I have to say something that makes some people feel better about my calling every #Quad4 Crash since 2008 - they just don't want it to be true
@KeithMcCullough 1 mistake in Macro Themes, you definitely would have caught 1987. Believe me
Brian Buroker retweeted
39 of 47 Wall Street CPI estimates didn't show up until the last 5 days before the print.
The Hedgeye Inflation Nowcast had+4.25% on May 12, the day the April number posted.
May's CPI came out at exactly +4.25%.
By the time the Street catches up, it's already priced in.
That's why Hedgeye CEO @KeithMcCullough's process frontruns the street.
Get access to our Inflation Nowcast by subscribing to The Macro Show: app.hedgeye.com/su/the-macro…
Brian Buroker retweeted
“For more than a century, finance placed its faith in the mathematics of certainty.”
-Rich Brennan @RichB118
Brian Buroker retweeted
Absolute must read. Especially @SecTreasuryofUS
