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

Hedgeye Podcasts

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The Biden Administration's Plan to End the Recession

Apple has had a market cap that's equal to all of the Russell 2000. So it's not a small player out there. And nobody cares either. Apple stock is, you know, at the highs like the other in the group. Will quantitative tightening right on the heels of that? Very likely. If we're going to have a recession sort of situation, the Biden administration definitely wants it to happen abrupt and hard over the next six, seven months starting now.

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