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

Hedgeye Podcasts

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The Squeeze of Federal Reserve Meetings

Sifma is the seven day weekly tax exempt rate. When sifma goes higher, that means the leverage within these funds doesn't work as well. In full disclosure, I put up a Graves County school district Kentucky deal. It had an A1 underlying rating, and then it's a school bond. We sold it today.

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