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
-2.55
hit rate
20%
mean α
-1.17%
signals 14d
103
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: 20% hit rate, -1.17% mean alpha, trader score -2.55. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @Hedgeye | +0.40 | Suggests Nvidia's Hugging Face deal may have greater positive significance than perceived. | — | tweet ↗ |
| 2026-08-28 | · | @Hedgeye | · | Promotes a capital-preservation process designed to prepare investors for major US crashes. | · | tweet ↗ |
| 2026-08-28 | · | @Hedgeye | · | Reports US imports of Saudi crude fell to zero for the first time since 1985. | · | tweet ↗ |
| 2026-08-28 | · | @Hedgeye | · | Warns that risk can accumulate gradually and then materialize suddenly. | · | tweet ↗ |
| 2026-08-27 | · | @Hedgeye | · | Reports U.S. corporate net interest payments at their lowest level in decades. | · | tweet ↗ |
| 2026-08-27 | · | @Hedgeye | · | Criticizes circular financing among major institutions while promoting independent research. | · | tweet ↗ |
| 2026-08-27 | HBIT | @Hedgeye | +0.30 | Hedgeye Asset Management launched the Hedged Bitcoin ETF to manage Bitcoin volatility. | · | tweet ↗ |
| 2026-08-27 | · | @Hedgeye | · | Promotes a debt, deficit and purchasing-power framework warning investors about fiscal arithmetic. | · | tweet ↗ |
| 2026-08-27 | · | @Hedgeye | · | Compares the typical U.S. homebuyer's age in 1981 with today. | · | tweet ↗ |
| 2026-08-26 | · | @Hedgeye | · | Identifies AI, infrastructure, defense, space and nuclear as the five leading ETF themes of 2026. | · | tweet ↗ |
| 2026-08-25 | LULU | @Hedgeye | -0.80 | Celebrates completed successful short calls in LULU and DKS. | +2.1% | tweet ↗ |
| 2026-08-25 | DKS | @Hedgeye | -0.80 | Celebrates completed successful short calls in LULU and DKS. | +8.7% | tweet ↗ |
| 2026-08-25 | BTC | @Hedgeye | -0.40 | Bitcoin's stated $91K mining cost exceeds its $78K market value. | · | tweet ↗ |
| 2026-08-25 | · | @Hedgeye | · | Oil is described as cooling off. | · | tweet ↗ |
| 2026-08-24 | · | @Hedgeye | · | US government debt-service cost reached 3.2% of GDP, the highest since 1991. | · | 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.