I just received this wonderful book with a collection of stunning images capturing my fellow Hong Kong People standing up against oppression and totalitarianism. All of this is illegal now & punishable by sentences up to life under Article 23.
This is the True Face of The CCP.
Spoke to a friend in Germany.
In 21, his gas bill was €2,800.
22: he is on track for €24,500.
Private residence. A consultant come over. They will shut down 3 rooms in the house & switch providers. Hope to bring the run rate down to €11,000 in the last months of the the year.
General Mattis just told a group of 2,700 CEOs:
"We are living in a period of stability compared to what is coming."
I agree with him 💯. The Fourth Turning.
The numbers I am hearing, Bill, are staggering. And the people involved - we are talking really big names.
But we are still here. No one will silence us.
Wow seriously
@RealVision
?
What's going on is you made a horrendous call on crypto, told everyone you were "all in" and encouraged them to follow suit.
Now the bottom's falling out.
You caused untold damage to hard working people with your hubris.
Own it
@RaoulGMI
I don't agree with much of anything she has ever said or proposed.
This, however, is blindingly obvious and right in every moral, ethical and practical way imaginable.
Some important news from
@Hedgeye
this morning.
But first:
Who LOVES the Constitution of the United States of America?
[Please give me some retweets & likes if you do!]
Long before Darius Dale's absurd tweets earlier today, there were signs that something was wrong. I have previously taken responsibility for not firing him on the spot when this event took place.
We should not ignore these behaviors.
BIG ANNOUNCEMENT
We are thrilled that
@HedgeyeRJM
Robert McGroarty - a leading
#HedgeyeNation
voice & a tireless advocate for users - has joined
@Hedgeye
as Director, Subscriber Development.
Please follow him & join his regular Twitter Spaces conversation tonight.
One would think much of the crap
@CNBC
put on the air should be illegal, even if there were a disclaimer that its all just a joke & for entertainment purposes.
The damage done to unsuspecting Americans who watch and listen to these people is immeasurable.
Big win for the 1st Amendment &
@Hedgeye
in Federal Court in Manhattan this afternoon. Judge Lehrburger has terminated paragraph 2 of his previous order. Hedgeye is now free to use information & data left behind by Dale.
Frank Edward Bernard Wilson is
@WifeyAlpha
Gabriella Haines is
@RealAlphaWifey
Frank's LilnkedIn profile can be found here:
And check out the history of Black Alpha Capital:
LEGAL NEWS
@Hedgeye
has filed a complaint in United States District Court, District of Massachusetts vs. John Doe, alleging Fraud & Tortious Interference relating to Defendant's email on Oct 9th impersonating
@HedgeyeREITs
relating to our short call on $MPW.
Case: 3:2022cv30141
The one & only
@HoweGeneration
has agreed to take a break from writing his new book to speak with me about Ukraine and The Fourth Turning. Stay tuned for schedule details!
@Hedgeye
[Will be available to institutions & mass market!]
#US
Treasury Secretary Janet Yellen bows multiple times to
#Chinese
Communist Party economy czar.
That much bowing is definitely excessive and gives the appearance of submission. It's embarrassing.
“Bear Stearns is fine. Do not take your money out.” -Jim Cramer 3/11/08
“I don't believe we'll see another financial crisis in our lifetime.” -Janet Yellen 6/27/17
"We have reviewed [Hedgeye’s] allegations and this lawsuit is without merit.” -Nadine Terman 2/9/22
Tatiana and I are heartbroken by the death of our dear friend Todd. Our thoughts are with his wife and children. I am so grateful for the many adventures Todd and I shared over the past 15+ years. We miss him so much.
This past week was extremely challenging to manage. It is
Early Bird pricing for
@Hedgeye
Chicago ends soon.
Join us at the Marriott Chicago Downtown Magnificent Mile on November 9 for a packed day of learning, stock ideas & risk management.
Tonight, I am grateful for
@AlderLaneEggs
& the work he did on
@FTX_Official
& $SI & others.
I am so proud of our team
@Hedgeye
. We made our platform available for the world to hear of this fraud. No one in MSM wanted to see the truth.
Scam Bankrupt-Fraud (hat tip to
Oh goody!!! Look at what just arrived on my doorstep.
Thank you
@HoweGeneration
for the advance copy. Can't wait to read what secrets are unveiled in this blockbuster.
If u r going to call
@KeithMcCullough
names
if u r going to lie about my partners
@Hedgeye
if u r going to denigrate our empls
if u r going to side with shady Ukr. adversaries & drag me through mud
you better be ready to fight.
I bring the full force of Law & US Gov against you.
The shocking state of American journalism. Over are exceptionalism, fairness & honesty. That
@washingtonpost
will stoop to this level shows how far gone MSM is. The American people are being let down.
Make no mistake: This leads to a very dark place for our society.
One fraudster going to jail. Finally.
But there are so many others out there who think they can and will get away with it.
I have had enough of these dirtbags.
The People have had enough.
Thank you to all of who expressed support to us
@Hedgeye
& to the Jordan family this week. It means the world to us. You had a huge positive impact.
It's now time for us to turn to our families & loved ones to celebrate a quiet & peaceful Christmas. I wish all of you a wonderful
I will be on The Macro Show tomorrow. Looking forward to sharing some stories of my travels with Todd Jordan to the far ends of the world.
He was The Guy to do this with!
This guy continues to pull the wool over everyone’s eyes. We need an AUSA to issue an arrest warrant and to take away his freedom.
As long as this does not happen, SBF has everything.
"I expect I'm gonna have nothing at the end of this."
Former FTX CEO Sam Bankman-Fried sits down with
@GStephanopoulos
for a one-on-one interview following both companies in his cryptocurrency empire filing for bankruptcy last month.
Employees
@Hedgeye
are pissed. Dale was very challenging for many to work w/ during his time here.
For 1 year, we have been the punching bag for Dale's baseless slurs.
That's over. The more evidence of his actions becomes known, the more upset ppl are.
Disappointed this needs to be said... but here goes.
No one. Absolutely no one. Gets RTA or any signal from
@Hedgeye
before everyone gets it. Period.
Institutions get more detail which they heavily pay for. Zero time advantage. Never. Ever.
It's so heartwarming and truly satisfying to read all of the messages coming in from
#HedgeyeNation
about green in their portfolios on a day like today. You've proactively prepared for
#Quad4
for months.
Enjoy your rewards!
During the last
#Quad4
in early '20, one of our
@Hedgeye
customer's turned $100,000 into $6.7M between Valentine's Day & end March!!!
Let me be VERY clear:
We do not endorse that kind of risk taking.
But it sure as heck is why I personally love
#Quad4
As sun sets over freedom in Hong Kong, this flag forever hangs proudly for what her people know to be good and true and right. This flag hung over
@ThePeninsulaNYC
on 6/30/97. RIP 1842 - 2020.
#HongKongProtests
This was a good week
@Hedgeye
. The 1st since early December, Todd's loss.
I see a bright future with joy, camaraderie, success. Unprecedented hard work & success! Our team is stronger than ever. More tested. More committed.
We will always be here for
#HedgeyeNation
This is 1 of many reasons we
@Hedgeye
call out people in the media & competitors as aggressively as we do. Your shitty, fucked-up, all in or else advice has real world consequences.
You might consider what you do entertainment. It is not.
Breaking — crypto insiders warning of a potential rash of suicides amid crypto crash and significant retail losses mirroring what happened after the 2008 financial crisis more 130pm
@FoxBusiness
If you give awards
To people who lie
To people who steal
To people who cheat
To people who defraud hard working human beings...
@Hedgeye
will not do business with you.
SMILE if you are accused of stealing IP from your former employer, have admitted taking files containing IP, admitted using them, lied multiple times under oath & have been cautioned by a federal judge!
An attack on one
@Hedgeye
is an attack on all.
You better believe that. You better know the consequences.
I will defend each & all of my employees to the end. Especially, when they elevate moral, ethical, exemplary behavior.
Your threats mean nothing. Everything you say can &
It’s shocking how depraved, egregious & immoral the actions of these particular individuals were. Stealing is not acceptable when conducting business in our country. Destroying evidence to conceal wrongdoing should not be tolerated in the US legal system.
In March 2021, Terman contacted and spoke to Darius Dale, and conspired in a plan by which Dale would steal Hedgeye’s trade secrets, Lamar would finance and manage their launch of a competing business, and the competing business would sell to Solstein Capital /1
Robert has become a pillar in our community, dedicating time & effort to make us all better.
@KeithMcCullough
& I are extending a heartfelt invitation to you, Robert, to attend
#HedgeyeLive
on us. Everyone
@Hedgeye
looks forward to seeing you in Stamford in May!
This
@virgingalactic
$SPCE & its principals have been perpetrating a fraud since at least 2012 & likely well before that.
I've been saying it since '13.
In the interim, ppl have lost their lives, been maimed & others' lives have been endangered. All while some have made fortunes
The so-called "economic engine" aka Delta Class will not be flying passengers until at least 2026. The vehicles also need to hit a weekly cadence for the claimed economics to work. That will take additional time. I wish Virgin Galactic well, but this situation is dire.
We remain short
@BusinessInsider
and its shady founder
@hblodget
. (We don't like people who publish fraudulent research and get permanently banned by the SEC)
We remain long $PENN via our analyst
@HedgeyeSnakeye
Learn more about Henry Blodget:
There is a reason our institutional customers who rely on
@Hedgeye
advise over $10 Trillion. That's Trillions with a "T"
Breadth, depth & accuracy
14 years & counting
@KeithMcCullough
Ppl ask: How r Dale & 42 Macro still in business?
Part of the answer: We allowed him for far too long to call us salty plantation owners, racists & more while shaping the narrative that
@Hedgeye
are bad ppl
He's the liar. The facts show this which is why they must be published.
Today reminds us
@Hedgeye
why we call out those who are simply wrong over & over & over again in our industry. This is serious stuff. Not entertainment.
Like personal health, managing ones hard earned money cannot be outsourced. One shouldn't chose to not be bothered with it.
Dale called Keith a "Plantation Owner."
Dale called Hedgeye racist.
Dale called me a porn king & promoted this lie privately in the industry.
In early Nov '21 we attempted in vain to address this public name calling by Dale w/ Dale/42 Macro/Lamar's attorney, Jonathan Bach.
UPDATE ON $MPW LEGAL MATTERS
Global Corporate Real Estate & Facilities ("CREF"), which we speculate is affiliated with Steward Health, recently hired K&L Gates to pursue... well, its a bit strange. You can read for yourself.
🧵 includes the moderately entertaining exchange. /1
Congratulations to Neil Howe
@HoweGeneration
on his latest book "The Fourth Turning is Here"
Neil, you have been one of the best additions to our team
@Hedgeye
. The awareness & context of History which you bring to our team every day, combined with your thoughtfulness &
Yes, the "The Fourth Turning is Here"! But when will it end? What will bring it to a close? And how will it change our lives?
This book represents years of brainstorming, research, long hours, and of course the support of my family, friends, colleagues, and team.
Available in
Very proud of
@HedgeyeREITs
Rob Simone for his work on $MPW. Financial shenanigans may not just benefit some - they can cause tremendous harm to many. Thank you to
@CBSMornings
for this report and the work associated with putting it into a story.
“It's gonna cost some of them their lives”: A longtime paramedic in Delaware County, Pennsylania said a recent hospital closure is putting an intense strain on many in the community — as a CBS News investigation found investors are making millions of dollars in the process.
As President of
@Hedgeye
, I together with our CFO recommended to our Executive Committee that we apply for PPP. We were eligible & committed to our employees & their families. Our B2B biz had significant uncertainty associated with it, given market vol & customers' exposure.
I have gotten many of these in the past few hours and my Charity of Choice is the
@ricevfund
run by my dear friend
@timmythetiger
. Any amount donated between now and April 30th, I will match, so there you have it.. $SI. Now lets get
#arrestalanlanenow
trending
Protecting you from sharlatans, liars & thieves in our industry is a big driver of why we do what we do
@Hedgeye
. We won't stop.
Transparency Accountability Trust
My visit to San Francisco has been a trip down memory lane. The city gets a bad rap these days. Rightfully so. Downtown is dead. So many stores are boarded up and/or empty. Restaurants closed. Bars gone. Sidewalks filthy. Homeless tents line Masonic. Signs of failure everywhere.
Ok... so
@HedgeyeDJ
I letting the cat out of the bag. I can confirm that
#HedgeyeLive
is happening in May 2022 - our first ever user conference. Expect a 3 day super premium event & program. Details later in Q4. Enjoy the weekend!
So proud of the whole team
@Hedgeye
and especially
@HedgeyeRetail
for sticking to our analysis and conviction in the face of adversity on $GME! A job very well done.
#Quad4
causes mayhem which may include financial/political/social instability and/or war.
NOT THE OTHER WAY AROUND.
When things are hunky dory people don't just suddenly panic sell, look for new leaders or a change of status quo.
June 4 1989 - The Tiananmen Square Massacre
As a then 12 year old, I vividly remember the student protesters at Tiananmen in Beijing. Need a different reference? It was the summer that Michael Chang, son of Taiwanese immigrants to the United States, spectacularly beat Ivan Lendl
As our customers know, our Macro product is better & more comprehensive than ever before. The team is larger and has a broader view of what customers are keen on. This evolution has been great
@Hedgeye
and for our subscribers.
Dear
@RaoulGMI
,
Both
@KeithMcCullough
& I have tried to reach out to you directly in the past few weeks. Unsuccessfully. We’ve had a wonderful working relationship with you & your
@RealVision
team over many years. /1
Are you kidding?
@Scaramucci
spent 10 days (TEN DAYS) working for the American people in the White House before he was fired!
This is not something to be proud of. Not to mention him being a pumper, pusher, sales person with no accountability.
Shame on
@RealVision
.
From making $1M+/year in 1996 to $0...
@Scaramucci
has worked in two of the most pressure-driven environments in America,
@GoldmanSachs
and the
@WhiteHouse
during the Trump administration...
And yet he ended up on the path of
#entrepreneurship
.
Here´s what he learned👇
It's wonderful to have Prof. Ebright enter this discussion to provide a much needed factual & scientific counterpoint to Dr. Rasmussen's hyperbole, aggression & self admitted lack of data provided by the CCP. Rasmussen says its all irrelevant.
Scientific minds can disagree.
COVID: summary of lab-origin hypothesis:
1) Pandemic caused by bat SARS-like coronavirus emerged in Wuhan--city 1,000 km from nearest wild bats with SARS-CoV-2-like coronaviruses, but that contains labs conducting world's largest research program on bat SARS-like coronaviruses.
Wait a second, we recognize that face!
That’s the same guy who
- admitted misappropriating IP from us;
- admitted destroying evidence;
- repeatedly lied in sworn declarations & under oath in a deposition.
All while gaslighting everyone in his orbit!
You go
@RealVision
—you go!
This may sound over the top to some who don’t know the facts of what has happened (& continues to happen) with our brave analyst Rob Simone
@HedgeyeREITs
in his short call on $MPW.
Full details will emerge. It's despicable. Beyond the pale.
Until then, rest assured that a battle
A lecture is in order. I need to share some advice with our younger crowd, the more naïve & less thoughtful. This is from personal experience as a manager, business owner & President of an organization.
I say this from the bottom of my heart with the best of intentions. /1
Someone is trying to scam our REITS Pro subscribers into covering their MPW short positions. [Image below]
Per
@HedgeyeREITs
:
MPW is an Active Short.
Subs should disregard any emails originating from this account, to the extent it purports to imply an affiliation with Hedgeye.
There is no developing “immunity” to this virus. Anti-bodies appear to fade after 2 months. No
#HerdImmunity
. Join our
@Hedgeye
call with
@HedgeyeHC
and Dr. Kari Nadeau of
@Stanford
this Tuesday as we dig into vaccines.
The cluelessness, depravity, arrogance and ignorance of these people boggles the mind.
Admit you fucked up. Own it. Stop spewing lies and half-truths. Apologize.
*Learn more about Darius Dale here:
*Learn more about Raoul Pal: