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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

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The Chinese Consumer ETF's Performance in the Market

We haven't been long China ever since it kind of like the quad model updated with that quad four. So we're out. Felix still has some longs on his page or inside of his coverage universe and stuff like that. But, you know, there definitely have been, as I mentioned, it's kind of high end, primarily high end consumer related.

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