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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 Rise of the Chinese Sector

If China has Apple and Tesla in there, they can't get their cash out. However, it lends China a lot of influence at the White House. And that's why they're still there. But I think it's going to become a more and more diminishing diminishing diminishing piece.

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