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 Alpha

Busting Today's Market Myths With Matthew Tuttle And Rob Isbitts
QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
Federal Reserve hikes rate by 25 basis points to highest level in 22 years
Business uncertainty over revenue growth stays higher than prepandemic level
The Magnificent Seven Or The Mediocre Seven?
S&P, Nasdaq, Dow's Problematic Construction; T-Bill Rates And Yield Curve Creep
SARK ETF