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Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023

Hedgeye Podcasts

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Defense Sector Allocation and Investing in Specific Criteria

In this chapter, they discuss the defense sector allocation and its potential for growth in the coming years. They also talk about expressing their exposure through the aerospace and defense ETF, but caution against investing in Boeing. They suggest considering individual stocks that align with specific criteria.

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