
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Hedgeye Podcasts
COVID: A Great Out for China
I don't expect this to be resolved. In fact, I so switching gears, the basis of that space was what you heard out of China. A COVID outbreak in China would be a fantastic out. Because then it's not their fault. They could blame it on the US again somehow. And then when I looked at guilt, like guilt's continue to sell off. That's the UK tenure. It's called the guilt and they're selling off sales. So I'm seeing a lot of pressures and that's why I wanted to do that call because I got a super duper queasy feeling about how this is all going.
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