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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

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The Fed's Raising Rates

I think we started with the issue that the Fed was raising rates. SIFMA was going up and all these funds had to unload their low coupon bonds. Then I think you had this credit concern, right? And then I think now what we're seeing is a rise in rates that people just kind of aren't just they're not really prepared for a scene. It's happening. You can get caught real quick. These will get done because they're all high grade credit. They're not speculative. But, you know, they're we're in this little period of time where I see there's opportunities. Now, if you believe that rates are going to go even higher from

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