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

Hedgeye Podcasts

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The Future of the Stock Market

On May 18th of last year, I took notes on a call that you're going to be in the future. And so I want to read the summary of the series of events and you kind of tell us where you think we are. So it starts with earnings recession, then margin compression, earnings revisions, redemptions, quantitative tightening, shrinking,. free cash flow, junk bond market goes blotto, company workouts, delayed bankruptcies, finally long opportunities. Yeah. We're now out of the pregame last year was the pregame. But those are the things that I'm thinking about how it plays out.

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