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

Hedgeye Podcasts

CHAPTER

The Disadvantages of Playing the Month in Game

The consumer getting tapped out and Starbucks showing all this kind of weakness, as compared to the expectations on the street, is a key part. And I'm looking at some of the numbers that even saw the PMS would end for Microsoft or more on the buy side, not on the sell side, but also quite extraordinary, uh, hopeful. So, having it quite figured out between those two do work for them.

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