3min chapter

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

Hedgeye Podcasts

CHAPTER

The Fed's Response to Jobless Claims at Five

I always despise gold just because there's so many other better places to put your money and gold. So that's why I like treasuries more. And on US dollar, do you think that would trade down with yields? Well, normally would, but I think we have a problem of everyone's short dollars. But my issue is that I don't think the fed is going to respond until we have jobless claims at five. That's not going to happen until early next year.

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