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Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023

Hedgeye Podcasts

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Is the Sell-Off Bidless?

In good years, the strategy has returned as much as positive triple digit returns. FRC wouldn't be more than 40, 50 bips on the portfolio from a single stock positioning size for a quick one. Same with WAL, Western Lions, and a few other names, like MTB or CFR. Some of those names are, the CFR and MTB are pretty solid names.

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