Joshua Steiner
@HedgeyeFIG
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Macro/Fins/Pymts/Housing/Crypto @Hedgeye. Lehman, Millennium, Amaranth. Not Investment Advice. Research available for subscription at https://t.co/wONiOjHLIa
CT / NY
Joined September 2010
It was a pretty good week on the stock front. A few of the best ideas on the Long Side were $AFRM and $FI, and $ PYPL was on the "other" side.
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RT @Hedgeye: "I hope people listened. Both of these companies reported earnings last night. Both of them blew up in a big way. Both stocks…
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RT @Hedgeye: 💰ICYMI: Six Hedgeye analysts shared their top stock ideas with Hedgeye CEO @KeithMcCullough during our popular webcast "The Pi…
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RT @Hedgeye: 🚨 "The Pitch" is Back! 🚨 6 Hedgeye Analysts. 6 High-Conviction Stock Ideas. 60 Minutes. 📅 Live: Wednesday 1/22 @ 1 PM ET | O…
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RT @Hedgeye: Inflation is +21% Higher Than Three Years Ago 😵💫 🔊 Despite recent headlines from mainstream financial media claiming inflat…
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RT @Hedgeye: Steiner: Trump Tariff Proposal Not Unprecedented 💰 A Return to America's Funding Roots? The Trump administration's proposal…
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RT @Hedgeye: Avoid The Pain Trade ☠️ Every hedge fund (and trader) obviously wants to avoid the "pain trade." In this clip from The Macro…
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RT @Hedgeye: Post-Trudeau: Two Canadians Discuss Canada’s Economic Outlook 🇨🇦📊 🔊 It’s not every day you hear two ex-hockey teammates from…
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RT @Hedgeye: Here's a note from one of our longtime subscribers. If you're serious about upgrading your investing process and performance…
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@waquoitwonder ALLY is still a short for us, but it's not based on this. Auto Origination volumes were $40B in 2023 so this would equate to around 9% of that.
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RT @Hedgeye: Squeezed: How Surging Inflation is Affecting the Lives of Everyday Americans 😬 🔊 Inflation is no longer just an economic ter…
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Hey Jack, TREND Signals on most Quad 2 reference entities remain Bullish and our fundamental growth/inflation outlook suggest the condition set remains supportive. Not seeing a signal shift, but, as always, we're keeping a vigilant eye on it. Appreciate the flag though. Obviously, we're not perma-bulls.
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Inflation is so interesting. You don't think about it, and then, all of a sudden, you see the price of something, and your eyes go 😲 Here's a great example from Reddit. 32% inflation in a combo meal in 3 months.
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RT @Hedgeye: How will U.S. 🇺🇸-China 🇨🇳 relations evolve under a new Trump administration? 🔊 Former U.S. Ambassador to China Terry Bransta…
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RT @Hedgeye: In Remembrance: Honoring the Life and Legacy of Todd Jordan One year ago, we shared the devastating news of Todd Jordan’s su…
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Argentina - “Fiscal surplus for the first time in 123 years” Thanks to @HedgeyeUSA for reminding us of this one. Much of what's happening around the world has a common thread. Milei-ic Entropy.
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RT @KeithMcCullough: STEINER: An 'Extraordinary' Shift In the Crypto Landscape via @HedgeyeFIG
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RT @Hedgeye: When Will MSM Tell the Truth on Food Inflation? 🍳 🔊 Prices for U.S. consumers continue to rise, with the cost of eggs in p…
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RT @Hedgeye: 🚀 WEBCAST | Digital Assets Playbook: Crypto's Next Big Move Bitcoin is up ~40% this month, hitting new all-time highs and clo…
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RT @SalesQBWilson1: The folks at @Hedgeye have been clear about the hot inflation reports from now until Spring 2025. Perhaps Dimon is tapp…
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