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Weekly Notebook Review | June 21, 2023

Hedgeye Podcasts

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The Long-Term Exposure to Recession Risk Continues to Rise

The cycle to date is really important as my colleague, Jamie Bruno, likes to say it is about where you come into the movie in terms of how well you like the movie. So again, so this has been a lot of great things to be long of this year that we have been long of. One thing that I think is really picking up a lot of single strength and something that Keith has been referring to and is mentioning. Nat Gas had been neutral yesterday, but moved back to bearish today.

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