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

Hedgeye Podcasts

CHAPTER

The Consensus Is No Recession

The consensus is no recession. We're going to be fine, he says. And you know why Wall Street saying that? Because they have a shit ton of paper to sell everybody. Every single hand if stocks go down, it's never been a better time to buy. You always get in there and buy that dip. But the problem is that we have $2 trillion plus dollars of commercial real estate three finance and nobody can refinance it because they're negative NPV projects.

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