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

Hedgeye Podcasts

CHAPTER

Apple's Increase in Orders for the iPhone 15

Wage growth is going to begin its collapsing process as people get laid off everywhere. We already see it in the one data, you know, for the announced layoffs. And all of this is like backward looking like the jobless claims that you see today are three, four, five, six months old.

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