Portfolio offense and defense; trade based on what you see with Rob Isbitts and Matthew Tuttle

Rob Isbitts and Matthew Tuttle return to discuss letting go of the reopening trade (3:00), whether Elon Musk is worthy of our attention (5:30) SPY, QQQ and DIA - trade based on what you see, not on what you think (11:00) tech earnings, ETFs and treasury yields - portfolio offense and defense (27:00) and what they're buying and why (32:30).Transcripts on Seeking AlphaBusting Today's Market Myths With Matthew Tuttle And Rob IsbittsQQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQEFederal Reserve hikes rate by 25 basis points to highest level in 22 yearsBusiness uncertainty over revenue growth stays higher than prepandemic levelThe Magnificent Seven Or The Mediocre Seven?S&P;, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve CreepSARK ETF