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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

CHAPTER

Will the Demand Be There?

The debt problem is now a big problem. We're not going through the bottom. What happens to yield? Anybody have an opinion on that? I think yields are going to crater. Yes. And that's why I've been talking about the two year since last year and that that will be the trade.

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