Contributor since: 2013
Company: Hedgeye Risk Management
Articles
Recessions Always Come From Somewhere
McCullough: Bonds, Credit Giving Important Market Signal
Why Investing Is Like Fishing
Mark Gordon: An 'Unprecedented Opportunity' In Oil Paradigm Shift
How To Properly Allocate For This Market
Why Tech Is A Risky Bet Right Now
We Like Energy For This Reason
Retail Heading Into An 'Apparel Depression'
'Thunder Clouds On The Horizon' In Housing
An Important Indicator Shows China Is Still In Bad Shape
The Best Of Gold's Move Might Be Behind Us
McCullough: Stay Away From European Markets
McCullough: Investors Are (Rightly) Concerned About Earnings
Why The U.S. Dollar Is Soaring Higher
DiMartino Booth: Powell 'Is A Bond Vigilante At Heart'
Why (Another) Rate Cut Could Be A Bad Thing
Why Some Stocks Aren't As 'Cheap' As They Seem
This Chart Shows How Late Cycle This Economy Is
Podcast: Understanding Our Macro Process: 1-On-1 With Darius Dale
Slowing Earnings = Danger For Stocks
China's Problems Go Way Beyond A 'Trade War'
The Worst Economic Data Of 2019 May Be Coming
Dale: Worst Global Economic Data Of My Career
Jim Rickards: How To Protect Your Wealth When This Bubble Bursts
Raoul Pal: Global Recession Risks Are Rising
Target: Losing The Battle To Amazon And Walmart
McGough: Worst Retail Earnings Since The Great Recession
McCullough: My Take On Recessionary Data
Get Your Asset Allocation Correct By Focusing On Full Cycle Investing
Don't Live In Fear Of A Fed Rate Cut
McCullough: Economic Peaks Are Processes, Not Points
The Big 'Probable Outcome' Investors Aren't Positioned For
China Stimulus? Why Beijing Must Wait For A Dovish Fed
A Big Red Flag In The Credit Market
Why We're Short These 2 Story Stocks
McCullough: 'U.S. Economy Is Deteriorating At A Faster Rate'
Why Bond Yields Are Likely Going (A Lot) Lower
McCullough: Coming Quad 4 Scare = Dovish Fed
McCullough: Our GDP Tracker Is Below Consensus
Quad 3 = Short Retail