Darius Dale

@HedgeyeDDale

Managing Director & Partner at Hedgeye Risk Management where I co-head Macro Strategy w/ firm CEO Keith McCullough. Yale Bulldog. American capitalist. Believer.

Stamford, CT
Vrijeme pridruživanja: studeni 2014.

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  1. Prikvačeni tweet
    31. sij

    Only a buffoon would've been lazy long of "stahks" since the rate of change of US GDP, CPI, and EPS all peaked in 3Q18. The returns of the aforementioned / long exposures have, at a minimum, DOUBLED the return of the since then.

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  2. prije 10 sati

    And every day and I have an opportunity to evolve and grow as both educators and communicators. Together with our growing we’ll help every client and subscriber “unstruggle” to implement the . We’ll make mistakes AND learn from them together.

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  3. proslijedio/la je Tweet
    prije 11 sati
    Odgovor korisnicima

    Exactly. I was lost in the beginning. Tried to front run the quads. Didn't follow the sell signals. Made all , but important ,little mistakes. I'm a full access/ platinum account for 2 years and I find ETF pro a great value. If you sign for ETF and Macroshow you have it all.

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  4. proslijedio/la je Tweet
    prije 12 sati
    Odgovor korisniku/ci

    It's a great value. No need to explain. 👍👊

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  5. prije 12 sati

    At the end of the day, I think most of you get that we're trying to run a business and feed our families here. We're doing our best to find the right value proposition for investors all across the spectrum of sophistication and AUM - w/ our TIME being the most valuable component.

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  6. prije 12 sati

    We can, however, do our best to communicate our “general” risk management considerations in one-to-many formats such as and . “Specific” investment advice commands a different price tag because it commands non-recoverable units of our time to generate.

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  7. prije 12 sati

    KM and I spend all day communicating with institutional investors on which exposures should work well on the long and short side based on: A) My Quad outlook(s); B) His market signals; and C) Their investment mandate(s). We can’t sell all that info at the price point.

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  8. prije 12 sati

    Worth mentioning that in no way represents the myriad of factor exposures we are favorable to on the LONG or SHORT side based on the . is merely a spattering of ETFs that happen pass our A|B Testing process. It’s not designed or intended to be comprehensive.

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  9. prije 23 sata

    RE: SARS Real GDP comps for the US, World, Asia, and Europe:

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  10. prije 23 sata

    My feed this morning is case-and-point:

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  11. prije 23 sata

    We live in a VERY manic media era. Use that knowledge to fade the crowd and make better risk management decisions.

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  12. 4. velj

    LOL, what a disaster! Millennials, can we leave these two parties and their inability to use modern technology behind to start our own political representation? As I get older and feel more of a civic duty to vote, I am ashamed to have to vote for what's become of either party.

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  13. 4. velj
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  14. 3. velj

    Sorry, maybe I mean to say “BOAT” — i.e. Best Of All Time. I admit now that 🐐 implies more wins over a longer timeframe. = Bill Russell. = late-80’s MJ.

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  15. 3. velj

    If the number of rings is all it takes to be the 🐐, then Bill Russell would be the best basketball player ever, not MJ.

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  16. 3. velj

    1 down, 5 more to go before the folks that don’t know their asses from their elbows when it comes to the sport of football finally agree with me that is the 🐐, not anymore. And to be clear, I said that last year too. = LEGEND, but no 🐐

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  17. 3. velj

    Great chart of the day for the [obviously untruthful] investors on Fin-Twit that claim to have been “100% long of since March 9th 2009 (and not a day sooner)”:

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  18. proslijedio/la je Tweet
    3. velj

    But...But...Isn't everybody getting rich from the booming . Oh yes...I forgot...it is just the top 10% who own 84% of the stock market. For the rest of you....get back to work.

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  19. 3. velj
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  20. 2. velj

    Mr. President, you don’t need that. Just make sure you: a) make sure the doesn’t wind down its “not QE” anytime soon; b) start calling “Little Mikey”; and c) blame everything on the Chinese ... and you’ll run away w/ a second term. “Believe me.”

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  21. 2. velj

    Booooo! What a REACH,

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