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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
Sigma's Prod During Gambling
I like Sigma, but because I think Sigma is going to benefit largely from this weight loss drug craze. And they are very likely going to benefit meaningfully on all these new scripts coming. The other HMOs don't have such a big exposure to PBMs. So that's the one that I like. But, but, net net, I, I don't hate them all.
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