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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

CHAPTER

The Signal Is Picking Up in Asia

South Korea is backed by basically two upcoming quad ones, then a quad two, and then a quad one. So they got a very cool and cool rosy next four quarters compared to the US which is a quad for quad three, quad three. Taiwan actually looks pretty good. Malaysia doesn't look that great, especially from a quad outlook. India, South Korea, Japan, those are, you know, we've recently added Indonesia in the Philippines as well. But those Indonesian Philippines could be more of kind of like a trade versus a little bit more of a longer term potential outlook.

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