EARLY LOOK: Corner Banging
September 3, 2010 by Hedgeye Blog
Filed under Analysis
Original Article from Hedgeye Blog
This note was originally published at 8am this morning, September 3, 2010. INVESTOR and RISK MANAGER SUBSCRIBERS have access to the EARLY LOOK (published by 8am every trading day) and PORTFOLIO IDEAS in real-time.
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“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did [...]
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EARLY LOOK: Follow the Trail
September 1, 2010 by Hedgeye Blog
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“Do not go where the path may lead, go instead where there is not a path and leave a trail.”
-Ralph Waldo Emerson
A college hockey coach sent me a nice recruiting letter about fifteen years ago with the quote above handwritten on it. Although I ended up not going to the college he coached at, [...]
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EARLY LOOK: Russia Rising?
August 31, 2010 by Hedgeye Blog
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“What’s good about the contemporary world? You can say something around the corner from a public toilet and the whole world will hear because all the television cameras will be there.”
-Vladimir Putin
In context, this quote is taken from comments yesterday by Russian Prime Minister Putin in which he said that dissidents would keep getting beaten [...]
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EARLY LOOK: No More Bullets
August 30, 2010 by Hedgeye Blog
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“Show me a guy who can’t pitch inside and I’ll show you a loser.”
-Sandy Koufax
Keith is vacationing this week in his hometown of Thunder Bay, Ontario. As a result, various members of the Macro team will be batting leadoff and writing the Early Look throughout the week. So, rather than just the McCullough [...]
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EARLY LOOK: Focus on Risk
August 27, 2010 by Hedgeye Blog
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“The best investors in the world do not target returns; they focus first on risk.”
-Seth Klarman
Seth Klarman founded Baupost in 1982. He’s one of the best players who are left playing this game. He’s not your huckleberry if you are looking for someone to get levered up long. He’s conservative. He likes cash and he [...]
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EARLY LOOK: Panza Policy
August 27, 2010 by Hedgeye Blog
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“Never stand begging for what you have the power to earn.”
-Miguel de Cervantes Saavedra
This is an important quote from one of Western literature’s most important authors. Cervantes wrote Don Quixote in two volumes (in 1605 and 1615) and to this day it is regarded as one of the greatest fictional works of all time.
Wikipedia [...]
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EARLY LOOK: Channeling Hammy
August 26, 2010 by Hedgeye Blog
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Original Article from Hedgeye Blog
This note was originally published at 8am this morning, August 26, 2010. INVESTOR and RISK MANAGER SUBSCRIBERS have access to the EARLY LOOK in real-time, published by 8am every trading day.
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“Those who stand for nothing fall for anything.”
-Alexander Hamilton
Keith is out this morning teaching a Risk Management class to MBA students at New York University’s [...]
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EARLY LOOK: Red Letter Day
August 24, 2010 by Hedgeye Blog
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“You can sneer or disappear behind a veneer of self-control.”
-Pet Shop Boys
We have our British electronic dance music playing this morning in New Haven as the bulls are forced to sneer at the tail that’s been wagging this US growth dog since US Housing saw its cycle peak in April. As one of our [...]
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EARLY LOOK: The Deuce
August 23, 2010 by Hedgeye Blog
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“Nobody can really guarantee the future. The best we can do is size up the chances, calculate the risks involved, estimate our ability to deal with them and make our plans with confidence.”
- Henry Ford II
Staying as far away as I can from America’s professional politicians on Washington’s Sunday talk shows, this morning I’m rolling [...]
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EARLY LOOK: Lover’s Hour
August 20, 2010 by Hedgeye Blog
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“Each moment of a happy lover’s hour is worth an age of dull and common life.”
-Aphra Behn
I love my family, my firm, and my macro model. There is no hiding love – especially after the lover’s hours we’ve had on the short side of the US stock market for the past few days and weeks. [...]
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