2min chapter

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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Hedgeye Podcasts

CHAPTER

The Risks of Lilly

Lilly is at risk, okay? Only because it's been a big winner for like two years. That said, the pharma group will be because remember, when people rotate out of tech and they go into pharma and Walmart stuff like that, they just buy them all. So I'm not too worried about that factor part for Lilly. In addition to my opinion, Lilly probably has the category killer in the weight loss drugs. They have the best drug. And it's not approved yet for weight loss. So it will be shortly. Also think I also think that Medicare is going to end up covering these weight loss drugs potentially around year end. This could be, I'm not

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