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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

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The HMOs and the Healthcare Space

The HMOs, I do think that they are going to have some utilization issues through the back of the year, but they're going to also be able to change their premiums. And usually these HMOs will tread water until we get, approach the elections and then they'll just rip. The healthcare space is non-economic, not too cyclical. They have a little bit of pricing power and it's a roll up. So that's, I mean, this is boring stuff. This isjust to offset what I'm looking at is, I'm basically long like that and then short negative pricing power. It's been an absolutely terrible trade all year, but, but now

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