Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
The Rotation of Hedge Funds
Hedge funds unwinding, taking down gross. This usually precedes a meaningful sell off. Especially when it's this extreme. A lot of those companies are in fantastic condition and have just taken a 10, 12, 15 percent whack job literally in the past three days.
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