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I’ve spent 24 years perfecting my investing process for family and clients. I’m sharing that blueprint—for FREE. Download my new 52-page eBook today: info.hedgeye.com/keith-master-t… It's called, “Master the Market: A Hedge Fund Manager's Guide to Process and Profit." Whether you’re

Probably nothing.

Current plan appears to be pared back version of previous CR as mentioned on The Call this am +2year ext of debt ceiling, disaster $ + farm $. Still going to need Ds to get over finish line. Btw, Trump and Warren on same page re: debt ceiling…never thought I’d type those words.

Also - unprecedented to have prez- elect arm-twisting for votes with intensity (trust me, he’s going to need every R up there) and sitting prez disengaged.

Here we go again.Hearing that 3 votes are coming (breaking up big chunks of bipart bill):1.Will fund the gov at current levels 2.Disaster assist 3.Economic aid to farmers. No vote on debt ceiling.No ornaments from previous negotiated bill. Johnson engaging Ds now.

Johnson reelected as Speaker as long first ballot w/ shot across the bow fired by holdout conservatives…but good early sign for Johnson + Trump agenda. Challenges lie ahead-R majorities in House +Sen are not the same as 2017 majorities.

Today in 1835, President Andrew Jackson announced a celebratory dinner after having reduced the United States national debt to zero

What The Winners Are Watching. Michael Taylor and Keith McCullough went deep today. They dropped serious market wisdom and shared actionable ideas you can’t afford to miss. 🔊 Watch their full conversation FREE on-demand now! 👉tinyurl.com/m4tbh3hu

The Tokenization of Real-World Assets 🔊 In the constantly evolving world of blockchain technology, Hedgeye Macro and Digital Assets analyst Josh Steiner Joshua Steiner dove into Polymesh on "The Call @ Hedgeye" today. Polymesh bills itself as “the blockchain for real-world

Trump announces tariffs coming this weekend. Will Canada+Mexico bend the knee or get ready to rumble? More of these moves coming to get countries to the table until econ team comes up w/a ‘measured’ strategic plan…China soon or maybe a different approach. Wouldn’t bet on latter

Tariffs on steel, pharmaceuticals/medicine and chips coming tomorrow. As advertised. Trump said there’s nothing Canada, Mexico or China could do to stop them going into affect. New date of February 18 for additional tariffs tbd. First shot of looming trade war fired.

McCullough: U.S. Dollar Weakness Could Trigger Market Correlation Risk 💰 Hedgeye CEO Keith McCullough flagged a growing divide between the U.S. Dollar and the S&P 500, gold, and more in this important clip from Thursday’s edition of "The Macro Show." 🔊 With Hedgeye forecasts

Will Trump Tag Cruise Industry With Taxes? 🛳️ Newly confirmed Commerce Secretary Howard Lutnick signaled potential tax policy changes in a recent Fox News interview, where he cited the cruise industry as an example of companies that “don’t pay taxes” and “need to pay their fair

Wasn’t expecting House R budget to pass but miracles (and serious arm twisting) happen. Johnson prayers were answered by DJT. Yes, road ahead will be bumpy but don’t pay attention to pundits who say ‘now the hard part begins.’

Yes it’s going to be hard to get House and Senate, moderates, conservative and arch conservatives on same page but I can tell you that Rs on both sides of the Dome know failure is not an option…

On the back of our Quad 4 Macro call today, we have Derek Scissors ready to dig into the tariff morass tomorrow…

Steiner: ‘Still Unknowns’ Following Tariff Announcement, Market Bloodbath ⚠️ 🔊 Markets across the globe – and particularly in the U.S. – dropped like a stone on Thursday following the Trump administration announcement of wide-ranging tariffs against nearly every American trade

"Risk happens slowly at first, then all at once." -Keith McCullough 🔊 Want to learn how to spot risk before it hits? Download Keith’s free 52-page ebook: insights.hedgeye.com/master-the-mar…

Challenging court battle over Trump tariffs today. Three-judge panel may accept persistent trade deficits as a “national emergency” but hard to assert virtually unchecked discretion to impose massive across-the-board tariffs under a law that does not even mention tariffs.

More Turbulence over Fed Independence? app.hedgeye.com/insights/16617… via Paul Glenchur Paul Glenchur