Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023
Hedgeye Podcasts
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Analyzing QOQ SAR Number Decrease and Gold's Real Rates Environment
This chapter discusses the decrease in QOQ SAR number and its comparison to the GP now model and consensus estimate. The conversation then shifts to analyzing the real rates environment and its impact on gold, including the bearish trade on gold and the shifting signals in the last two weeks.
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