Weekly Notebook Review with Robert McGroarty

1/5/22 Weekly Notebook Review | NASDAQ & US Bond Selloff | Spike in Equity Volatility


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In the first notebook review of 2022 we review :

  • Recent selloff in large cap communications (Hedgeye Analyst Andrew Freeman provides his insight)
  • Changing signal strengths across various markets including TLT, XLK and XLP
  • Monitoring volatility near top of risk range and where we pivot depending on signal strength
  • ...more
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    Weekly Notebook Review with Robert McGroartyBy Robert McGroarty