Відео

This one aged well. Someone set up a stock trap for HE to fall into.

Well... Thank you, Keith and the Hedgeye Team... This Confused, Canceled Canadian ( Not Market Confused, Crazy other things ) WoW, Crazy LMAO. Will just have to take the Mentoring I can get. Thank you, (Not Market Confused...LoL) Hedgeye Team... for Narrowing The Range. Enjoy July 4th weekend, Hedgeye Team. Hope it was a Great July 1st. Cheers

Well done hedgeye

You guys deserve to lose in MPT’s lawsuit against you. All of the false claims you’ve made were to artificially manipulate the price of MPT’s stock for your own financial enrichment. Bottom dwellers like you and Fraser deserve to be taken to court for your behavior.

This guy must own a lot of carbon credits and or sell them.

Hey Hedgeye Nation! Did you learn anything from this call? Anything especially pertinent to MPW? The reason these clowns even put this nonsense out is so they can justify to their paying subscribers that their stock picks have any real basis whatsoever.

The far right lol. The term has been weaponized to control normal people but it's become so overused it no longer has any power. People are no longer scared of being mislabelled. The centre-right and right are rising. Times are just so crazy that we've apparently forgotten what that looks like.

Ooof this did not age well

This aged well

Not far right, just right. Whereas you are always wrong, about nearly everything. Do you still have barry obummer's portrait in your office? 🤣

The party that wins the most votes from the voters is the centrist party.

Far right is only relative to who's in power before. I'd say they are center right versus far left.

Far right? 😂There still to far left

Hi Sir can you invite again Michael Saylor on your show?

2024 time traveler here. Update: it got worse.

"6 to 9 months" = AUG to NOV

Thanks for the information!

"we nailed it. But we can't buy (enter stock here) because of compliance issues..." Translation: "we missed it..." 🤡🤣

Hedgeye really helps me be confused, I guess if I subscribe to their pay site things get crystal clear.

I work as a driver for FedEx Ground. I can tell you that the cost saving measures are a short term paper gain for the company. Us contractors are getting squeezed and it'll probably be an issue when the next contract rolls around. They have offered us less money in the past three years. And soon, we won't be able to afford to operate and still get good drivers. Also, I'm pretty sure FedEx is doing things that are a breech of the contract because they pay us by the stop and they've been combining stops that were previously separated and should not be combined according to the contract. The difference between a stop and an additional package on a stop is something like 80% price spread too, so imagine how expensive that lawsuit will be if they're actually held accountable for it. They've gotten away with stuff for the time being, but it should catch up with them. I wouldn't be surprised if you see a historic class action lawsuit from the contractor's nationwide based on what they've been doing to try and cut costs. Also, package counts are stagnant. And that's after we've already absorbed some of the Express packages. Package density is down by 1/3 to a 1/2 and the consumer is definitely buying less. I'm in the Seattle area too, which is affluent, but the tech layoffs and surging rents are really cutting into people's ability to buy stuff. Not to mention the high prices because of the inflation of the money supply that should only continue to get worse now that we're in fiscal dominance. The cheap bread at the cheapest grocery store in the suburb that I live in has gone from 0.89 to 1.29 in a year and half. So imagine how much the rest of groceries have gone up. It's something like 40%-60% for most things, and certain consumables that they know people will keep buying have gone up more (go look at deodorant prices). As for the "lowering" of prices by Walgreens et all, they're only doing that because they raised their prices even more than other places and now they are losing stock of product that expires, and have growing inventories. This is the second upswing of the bullwhip effect guys. You gotta know we'll see prices disinflate a little so inventories can be economized. Then certain products will be kept at very low levels and their price will inch up because there's less of that product for people to buy. It's basic supply and demand. We're just waiting for the waves to ripple again and even out at the new higher level. Except women's clothing for online sales (I can't speak for actual brick and mortar stores). I deliver a lot of Abercrombie and Fitch. So that stock will probably stay stronger for longer. It may sound sexist, but in my experience with what I deliver, women have less self control and are worse overall with curbing their extra spending. So you're probably ok to leave some money in the popular cosmetics like Sephora (I deliver that a fair amount too). If you guys want someone on the ground to give you reports, I'd be happy to be a data source for you if you could pay me a little bit of money. I could use the extra income. My wages have been lowered every year for the past 3 years because FedEx pays our company less. And I don't know if they'll even be able to keep me after this year. What I am curious to know is if they have gotten out over their skis with debt, or whether they are possibly planning for a sale or merger with a retailer like Ali Baba (the CEO met with President Xi in the past couple years around the time FedEx started announcing they were cutting costs), or an American giant like Walmart, Target, or Costco would make sense to me too (as well already deliver things for all those companies, with Walmart being the heaviest customer of the three). Maybe have Cahodes do some sniffing around cuz something definitely doesn't smell right at FedEx. They may see a little more upside of their stock while they continue to strangle us contractors, but eventually it will come to a head. And then I think it's gonna get pretty ugly for them. But will they do their $5 Billion in stocks buyback first? Will the CEO get his incentive pay and stock options from all their disingenuous "cost savings" before things fall apart? I definitely wouldn't be surprised if he did. Anyway, I love your channel and am really big into Austrian Economics. I follow a lot of finance stuff, but I'm no where near trained in it. I did read The Misbehaviors of Markets based on Keith's suggestion and it was fascinating. I think one of your guests also suggested The Price of Time and I listened to that audiobook too. I listen to so much finance stuff while I work my delivery job, I think I have a fair understanding of the different theses that people have. Gundlach's latest video presentation on the similarities between today and 1968 was really good if you haven't seen it yet.

Start early with diversified investments in stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security....

Wrong on this one!

People seem to be using $NVDA similar to the way people used $AAPL back in '09. It is used as a personal bank outside the banking system and a place to park their bucks. Macro tourists. Theoretically park that is. I sure don't want to keep my money in banks at this time.

White Paper: Ethical and Moral Adoption of Bitcoin by the U.S. Government Introduction: The U.S. government has a moral obligation to uphold transparency, accountability, and efficiency in its financial operations. Bitcoin, as a decentralized digital currency, presents an opportunity to enhance these values. This paper outlines the ethical imperatives for the U.S. government to adopt Bitcoin and proposes a framework for setting up Bitcoin wallets to enable public monitoring of government budgeting. I. Ethical Imperatives for Adopting Bitcoin: 1. Transparency: - Traditional fiat systems lack transparency, leading to public distrust. Bitcoin's blockchain provides transparent, immutable records of financial transactions. 2. Accountability: - Government financial operations are often opaque, hindering accountability. Bitcoin's transparent ledger system ensures traceability and verifiability, deterring corruption. 3. Efficiency: - Traditional banking systems are slow and costly. Bitcoin transactions are faster and more cost-effective, streamlining government financial operations. 4. Financial Inclusion: - Bitcoin offers an inclusive financial system accessible to all citizens, addressing the challenges faced by the unbanked or underbanked. II. Framework for Setting Up Government Bitcoin Wallets: To ensure ethical adoption, the government should establish a framework for managing Bitcoin wallets: - Government Department Wallets: Multi-signature wallets for departmental spending. - Public Budget Wallet: Central wallet for government revenue with public monitoring. - Citizen Feedback System: Platform for citizens to report concerns. - Educational Resources: Public access to educational materials on Bitcoin monitoring. III. Conclusion: Adopting Bitcoin aligns with the government's moral responsibility to uphold transparency and accountability. By implementing a comprehensive framework for managing Bitcoin wallets, the government can enhance public trust and demonstrate a commitment to responsible fiscal management.

I don't buy this forecast. Consumption is about to fall off a cliff. That means shipping will take a hit.

And 68 year old Cathie Wood of Ark has been yapping about Deflation for quite a while now....my vote goes to Ms. Wood....

10 million migrants rent a million or so homes

You finally gave in and bought some QQQ's after it rose 80%+? 🤣

I always watch it when I am in DD. Thank you

Its our own fault to subjecting ourselves to statist republicratic regimes.

Dems have destroyed our currency, and our nation, with wars and bankruptcy.

Gold has outperformed stock indexes by 100% for 25 years. $100,000 profit in stocks is $200,000 profit in gold. Doing nothing. Holding honest US Treasury constitutional cash, real money. Dow 18 ounces of honest gold in 1929, Dow 18 ounces of gold in 2017 to 2024. Zero change.

Top down economics never works

It is not my money I am a sharecropper I make a $100000 and the Gov takes 50% so I 50% free and 50% slave. to the Gov

Criminal...Just Criminal.

Decades ago, Dick Cheney said that Ronald Reagan proved that Deficits Don't Matter. And strangely enough, they haven't. But this time it's different...right😊

The president is an expensive mistake

Fully agree. No candidate has a plan to reign in the deficit. I want to see if it even gets mentioned in the debate. And if there is a recession this is going to spiral.

Me, it really doesn't bother me like all the stupid so-called Gaslightin... or wharever just a bunch of annoying people I just speak my mind. Well, the Debt,if you were ignorant and unaware, might be worried... but if you have the Know and you know then like me and my daughters sit laughing about the Debt well every day 😂. All 3 of my daughter already know about this... trying to teach them never Scared just be Aware and Prepared. Right... right... Ahhh, I know I am right LMAO... at those people before Gas.. ligh HaHaHa!!!😂

quad 4... no wait, quad 2... no no, quad 3... 🤷‍♂🙃

You have been bearish for as long as I can remember! Now you’re bullish chasing the rally! Zero credibility

"director of investor relations at nike..." Seriously? How? DEI? PS- Keith keeps telling us that it's not about picking stocks... 😲

Hello Guys, I can't hold a candle to Jim Rickerts knowledge of markets and his knowledge and use of quantitative analysis. But, my layman's understanding of Wall Streets thirst for rate cuts is that it sparks borrowing by a lot of ordinary people. For example mortgages, small business formation and expansion. In other words, Wall Street needs main street flush with cash so the wealth transfer effect can take place. There aren't enough rich people to strictly sell to each other and pump up balance sheets. They need 'consumption', and most of that profit making consumption takes place at the bottom 95% of society. An obvious simplification of the situation which does not take mid and large cap borrowing into account. But hopefully you get my point. Rich guys need poor guys to milk (let's call it 'the quants' vs. the 'non-quants'). And those poor guys have nothing to milk without borrowing - it's a circle. And when the music stops (recession), poor guys lose the assets they borrowed against, taken back to the same rich guys, and we start the same dance again. It's the American way. If you are in the bottom 90%, you will own nothing and be happy...

Bat in wuhan?? lol. Multi talented this fellar, history, cricket, stand-up

thx for this. D.R. disagrees..we shall see who is right but feel ya in the ordinary guy/gal and inflation is REAL.Powell..

The fed’s mandate is to mind the 2yr. They just don’t know it.

Holy crap .... You've got that wrong.

lol StinkEye got smoked

👍👍

The 700 economists work for a fed president not a fed governor. More importantly the are paid by that fed president. What they present in their analysis is just a reflection of the views of the person paying their salary. Welcome to corporate America. LOL