The Fourth Turning Is Here — And Wall Street Doesn't Want You to See It🔊Hedgeye CEO @KeithMcCullough breaks down why this could be the worst Quad 3 in rate-of-change terms we've ever measured, point to point, within the context of the Fourth Turning that is materializing.With President Trump set to address the nation tonight amid escalating conflict with Iran, Neil Howe's @HoweGeneration framework has never felt more aligned.As Howe writes, every Fourth Turning unleashes forces that push the na

Valle: "The Strategic Petroleum Reserve Was Never Meant To Be Filled And Drained"🔊On this morning's episode of The Call @ Hedgeye, Hedgeye Asset Management $HELS Portfolio Manager @RPKent asked Energy analyst Fernando Valle @HedgeyeENERGY why Brent crude (the global oil benchmark) has sold off to sub-$90 within weeks of the Iran attacks, despite this being framed as one of the worst supply disruptions in decades.Valle explains the market is currently burning through its "shock absorbers," the l