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

Hedgeye Podcasts

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The TGA and the TGA

I think they'll look back on this and say, duh, everything was right in our face. Of course, we're going to have a nasty recession. But everyone's in denial, uh, right up into that point. And I'm really excited that everyone has called it a, I was wrong. It's a soft landing,. Um, in Asia, there's a couple of broad names that look pretty interesting, Singapore and Malaysia. In Europe, yeah, Germany is definitely topish. So don't need Germany is almost about all over. Yeah.

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