Author
@Hedgeye Hedgeye
Institutional macro research shop turning a top-down Quad framework into tickered long/short calls
Publish original macro frameworks, proprietary data charts,
trader score
-0.72
hit rate
40%
mean α
-0.72%
signals 14d
177
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 40% hit rate, -0.72% mean alpha, trader score -0.72. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @Hedgeye | · | Leveraged ETF assets have tripled since 2022 to over $200B. | · | tweet ↗ |
| 2026-07-02 | XLV | @Hedgeye | +0.35 | Healthcare ETF closed at a new all-time high. | — | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | S&P 500 distance from all-time high reported. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Reports housing payments rising and home prices at record high. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Reply references rate-hike pricing decreasing but lacks standalone context. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Bank loans to private credit and PE firms up 325% since 2015. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Reports labor-force exits at fastest pace since 2020. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Hedge fund leverage has nearly doubled since 2022. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Futures market pricing 1.2 rate hikes by year-end. | · | tweet ↗ |
| 2026-07-02 | TSLA | @Hedgeye | -0.50 | Tesla extends losses and is down 6.6%. | — | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | U.S. 2-year yield falls 7 bps after jobs report. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | U.S. unemployment surprises to one-year low. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Nonfarm payrolls print 57k versus 114k estimate. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Unemployment rate falls to 4.2% versus 4.3% expected. | · | tweet ↗ |
| 2026-07-02 | · | @Hedgeye | · | Bitcoin ETFs saw 10 sessions without net inflows and $2.71B outflows. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.