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

Hedgeye Podcasts

CHAPTER

The Chinese Economy: What's Next?

I'll watch what he puts out. He's still just getting through earnings, right? Robert. Is he? Well, is he surprised how crappy like the recovery is actually looking out of China? Yeah. But unfortunately, you're getting, I mean, the policy is dragging the whole space down. And so yeah, so that's kind of where he's been focusing most of his, his longs and is in that realm, right? So kind of.

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