Macro/Fins/Pymts/Housing/DA @Hedgeye. Lehman, Millennium, Amaranth. Not Investment Advice. Research available for subscription at https://t.co/wONiOjHLIa
Cite asCryptoQuant has tracked the directional calls on MA by @HedgeyeFIG on X since Jul 2013: not yet scored on MA (as of Nov 11, 2026).
4 MA calls on record, a thin history.
Relative view by default: fewer than 30 MA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @HedgeyeFIG to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
@KeithMcCullough On $IPAY, 7 of its top 9 holdings = Bullish Trend. Fundamentally, $V $MA both printed great quarters. $PYPL CEO acting rationally - open to a deal but determined to get the best price. Others like $GPN are transitioning from bad to less bad.
View original →Bloodbath out there today! Anything that's a big trust-me TAM story (looking at you Opendoor $OPEN) is getting shredded. Good environment to own strong cash-flow companies like $V $MA $FISV $GPN that don't have 95%+ of their value tied up in the ~2040 terminal component.
View original →@tim_noonan Payments companies like V/MA fall in a gray area between Financials and Tech. The coverage is split roughly 50/50.
View original →$MA cross-border volumes appear more L-shaped than V-shaped. https://t.co/P8TXIkfOI7
View original →Mastercard $MA put out an 8k last night updating the last 3 weeks trend in volume in various geographies & categories. Generally improving, but X-border remains stagnant at -40%. This is a bigger theme we're seeing in a lot of areas - stalling recovery/reflation dynamics. https://t.co/XDSqAYe4Iy
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