
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
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The Importance of Policy in China
The consumer certainly in a better place than, say, an industrial component and that kind of thing. And you're getting that really is an add-on effect in terms of the quad four environments that you're seeing globally. So it does all kind of impact the consumer. You know, China definitely, it's going to be interesting how the really the rest of the year plays out to your point.
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