Ryan Ricci
@HedgeyeAI
Macro/AI @Hedgeye. Not Investment Advice. Research available for subscription at https://tinyurl.com/3w2nv8u8 Hedgeye NexGen Podca https://tinyurl.com/4htu7uw8
We recently shot a video for HedgAI Signal subs breaking down how each one of our trading algos has performed. The algos have done very well, so I highly recommend checking out this video for yourself. You can sub to see these signals daily here: accounts.hedgeye.com/products/hedga……
From my early look this morning No crash. No Fed fireworks. No recession. 🇺🇸 $SPY at ATHs 📉 Calendar vol oversold 🌍 Global equities ripping: $EWY $EWG $EWA 📈 $QQQ just went from #21 to #6 in our stack 💬 Tariff headlines = buying opps, not fear Stick with process. Sell SOME…
This week on NexGen, we break down the $37T U.S. national debt—what it is, how it’s built, and why it will shape your financial future. 🎧 Watch here: hedgeyetv.com/m/B10LOG0M/hed… @HEDigitalAssets
Today in 1911, Hiram Bingham III re-discovered Machu Picchu, "the Lost City of the Incas" @HedgeyeAI
Today in 1911, Hiram Bingham III re-discovered Machu Picchu, "the Lost City of the Incas" @HedgeyeAI
Let me clarify, there are NO tariff agreements
As of right now there are tariff agreements before the August 1st deadline. The closest country is Argentina with a 40% chance of an agreement. India's odds dropped to only an 8% chance of an agreement.
As of right now there are tariff agreements before the August 1st deadline. The closest country is Argentina with a 40% chance of an agreement. India's odds dropped to only an 8% chance of an agreement.
The bubbles don’t care what your CFA textbook says. They inflate on narratives + flow. And they pop via fractal math. If you don’t see it, you will — after it knocks you out. @KeithMcCullough
Some days you take to code when the portfolio is going like this... $UFO up +51% in 3 Months $QTUM up +36% $PALL up +19% in 1 Month I guess this is the post that marks the top in Cramer terms.
Don't you love how insider trading is just the norm now. @SECGov
But insiders usually wait until it's certain, and place their bets in the last few remaining minutes.
He is telling the truth on India Lying about Europe No deal with Canada
The United States is very close to a trade deal with India, while an agreement could possibly be reached with Europe as well, but it is too soon to say whether a deal can be agreed with Canada, Trump has said.
This tweet aged well...
The most probable outcome is that there is no replacement by December... No one believes the propaganda anymore. Going to have to do a better job lying now that we can bet on these markets and now that your own administration can insider trade on these markets (telling us before…
so you strive to become rich, not because you love money, etc., but because you can do something with your money to help others.
so you strive to become rich, not because you love money, etc., but because you can do something with your money to help others.
Inflation was not transitory, you would need negative YoY growth for that... Inflation is cumulative During the pandemic inflation shock the top 50% wealth grew with the S&P (aka assets). The bottom 50% stayed flat. They own no assets. Wage gains do not offset inflation.…
I'm not saying all inflation leads to wage gains, but it often does as workers demand higher pay to keep up. We just experienced a transitory inflationary period where the Fed kept expectations anchored, and people received wage increases. LOL Unrelated, I'm sure.
😂 Tell that to the growing gap between the rich and the poor. Asset ownership = the key
Yea, but inflation is increased income to businesses, which turns into wage gains
The most probable outcome is that there is no replacement by December... No one believes the propaganda anymore. Going to have to do a better job lying now that we can bet on these markets and now that your own administration can insider trade on these markets (telling us before…
JUST IN: 🇺🇸 Treasury Secretary Bessent confirms that the process to replace Fed Chair Jerome Powell has officially begun.
You can watch the replay of yesterday's conversation at hour 8 here. We talk the flows, inflation, rate cuts, tariffs, exports, metals, stablecoins Are you long inflation yet?
Inflation is cumulative. There is no erasing it. It is permanent damage to people with lower incomes. While those with assets watch their portfolios go to new all time highs.
Monetary policy should remain tight until the 11% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having an inflation target if you're not going to adhere to it. The Fed should not cut rates at all this year.
Just in time as inflation accelerated 40 bps yesterday... Scott, you are 3 months late with this one and going to have to wait till 1Q 26 to be right about this again (excluding July's print in Aug).
🚨 BREAKING: Treasury Secretary SCOTT BESSENT says after today's inflation report, "One thing that Wall Street, economists got wrong early on was that tariffs were going to cause a substantial price level rise, which just hasn't HAPPENED!"