Winning Pick$ Podcast #35: $SPY & Stocks vs Bonds, $MOS, $XOM, $TSLA, $DDOG, $AAL & $LVS
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Today was a great session that's worth your attention.
I gave some thoughts on the SPY vs TLT rebalance trade, the red hot commodities, the COVID-19 recovery trade and some underlying problems with momentum trades.
An interesting buyer in QS and other UOA in DDOG, SLM, ET, VALE, MOS, SABR and LVS.
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