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Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

Hedgeye Podcasts

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The Pros and Cons of Macro Pro

On the equity front, I took a little bit of a stab and just very strong free cashflow companies. There's some ETFs that have a strategy where they just go through and do the screen for you. And I've actually had very good success with them. All four of them are up today. But I am set up for long duration, you know, to play the slow grind here into what I think is the ultimate goal,. which is to have to bring interest rates down ultimately to keep this thing going one way or another.

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