Author
@KeithMcCullough KeithMcCullough
Hedgeye founder running a falsifiable Quad-regime macro engine into tickered cross-asset long/short calls
Translates a proprietary growth/inflation rate-of-change now
trader score
-3.03
hit rate
20%
mean α
-2.88%
signals 14d
282
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, -2.88% mean alpha, trader score -3.03. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 125 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @KeithMcCullough | · | Exit positions when TREND breaks; do not buy the break. — Explicitly instructs that trend breaks should trigger stops rather than purchases. | · | tweet ↗ |
| 2026-10-16 | · | @KeithMcCullough | · | Reports widespread trend breaks across stocks, implying broad technical weakness. | · | tweet ↗ |
| 2026-10-16 | · | @KeithMcCullough | · | States that the author's macro signals continue to indicate a Quad 2 regime. | · | tweet ↗ |
| 2026-10-16 | · | @KeithMcCullough | · | Reports coffee-price inflation of 5% this morning and 12% over one month. | · | tweet ↗ |
| 2026-10-16 | · | @KeithMcCullough | · | Copper held the author's TREND level and rose 1.4%. | · | tweet ↗ |
| 2026-10-16 | · | @KeithMcCullough | · | Argues persistent energy inflation will remain despite pressure for rate hikes to stop. | · | tweet ↗ |
| 2026-10-16 | SPX | @KeithMcCullough | +0.10 | High-beta momentum fell 6.3% even as the S&P 500 gained 0.3%. | · | tweet ↗ |
| 2026-10-16 | SPY | @KeithMcCullough | +0.00 | Presents a chart of the relationship between the US dollar and SPY without a stated conclusion. | -0.4% | tweet ↗ |
| 2026-10-16 | · | @KeithMcCullough | · | Bond-market volatility rose 343 basis points while remaining in a bullish trend. | · | tweet ↗ |
| 2026-10-16 | · | @KeithMcCullough | · | Trading volume accelerated materially during the prior day's large-technology selloff. | · | tweet ↗ |
| 2026-10-15 | · | @KeithMcCullough | · | Says the linked top five ETFs are currently held in both of the author's portfolios. | · | tweet ↗ |
| 2026-10-15 | · | @KeithMcCullough | · | A cited chart says a retail-investor basket is down 9.3% year to date. | · | tweet ↗ |
| 2026-10-15 | · | @KeithMcCullough | · | Urges retirement-account risk management. | · | tweet ↗ |
| 2026-10-15 | · | @KeithMcCullough | · | Warns that trade breaks are caution signals. | · | tweet ↗ |
| 2026-10-15 | · | @KeithMcCullough | · | Frames AI as a bubble threatening retirement portfolios. | · | 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.