📉 There’s Blood In The Street. Were You Ready?

Markets Getting Crushed. Hedgeye Warned and Protected Our Subscribers.

This isn't a correction. It's confirmation.

The recent market selloff isn't a blip—it's the direct result of a significant macro regime shift we warned about. If you're still clinging to the "soft landing" narrative, it's time to wake up.

📉 Nasdaq posted its worst week of the year (more pain to come)
📉 S&P 500 posted back-to-back weekly losses
📉 Highflyer NVIDIA dropped -13%
📉 Widely owned Meta down over -10%
📉 Volatility (VIX) surges +20% in a week—volatility regime shift underway

Growth is slowing. Inflation is slowing. This is Quad4—the most dangerous economic environment there is.

And no one has been more accurate on calling Quad4 than Hedgeye.
In fact, we're the only firm that's nailed every single Quad4 since inception.

Our subscribers were prepared. Were you?

When Quad4 hits, it's not about what you own—it's about what you avoid. On The Macro Show, Hedgeye CEO Keith McCullough has been pounding the table for weeks about this exact setup.

We also warned about Trump's tariff plan.

We said it wouldn't be vague—and it wasn't. The Pump Tariff Plan (PTP) is explicit, extensive, and already reshaping market dynamics. We call it #E3T (Explicit, Extensive, Enforced Tariffs). You can call it whatever you want—just don't ignore it.

At Hedgeye, we don't care who you vote for. We care about one thing: protecting and compounding your capital.

This is why you need The Macro Show.

👉 Subscribe today—just $99 for a full year

Every weekday at 9:00am ET, Keith McCullough cuts through the noise and gives you the real story:

✅ Which Quad you're in—and how to position for it
✅ What Wall Street's getting wrong
✅ Daily Risk Ranges to help you buy and sell with discipline
✅ Actionable asset allocation and risk management guidance

We don't just analyze markets—we front-run the key inflection points.

While others panic, our subscribers are positioned to profit.

👉 Subscribe to The Macro Show Now – $99 for 1 Full Year

Your subscription is secure with our 90-day, 100% money-back guarantee.

ABOUT HEDGEYE

Hedgeye Risk Management is an independent investment research and online financial media company, focused exclusively on generating and delivering thoughtful investment ideas in a proven buy-side process. The firm combines quantitative, bottom-up and macro analysis with an emphasis on timing.

The Hedgeye team features some of the most highly-regarded research analysts on Wall Street, covering Macro, Financials, Healthcare, Retail, Gaming, Lodging & Leisure (GLL), Restaurants, Energy, Cannabis, Global Technology, Software, REITS, Industrials, Communications, Consumer Staples, Housing, Materials, Demography and Washington policy analysis, including Macro, Telecom & Media, and Healthcare.

Use of Hedgeye and any other products available through hedgeye.com are subject to our Terms of Service and Privacy Policy.