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

Hedgeye Podcasts

CHAPTER

The Quad Three Quad Four Environment

The portfolio consists of winners and losers, right? So like winners that outperform in kind of in the quad three quad four environment. On the short side, things that underperform and a quad three quad 4 environment. But again, I think this is going to be, it's going to be an interesting dynamic.

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