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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Hedgeye Podcasts
Gold and TLT: A Corollary for Yields
The biggest cost to every state is the Medicaid population. All the migration states are like in a great situation because essentially all of those people migrating are non Medicaid. So gold and, you know, TLT, I guess is a corollary for yields. When Yellen is pulling pennies from the couch cushions, it matters.
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