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Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023

Hedgeye Podcasts

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The Correlation of SMP Versus Claims Inverted

I don't think you can continue to have employees employed as they are with an earnings recession plus very little to no growth on the back half of the year. I would say macro takes time, cycles take time and again it's not like we haven't seen certain things like this happen. But I think that the only way we can do is to create a new 40103 where markets had a 49% rally but then went crickets.

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