PremiumThe two-and-a-half-day momo sell-off that kicked off the Friday before last reflects an increased openness to diversify beyond the AI complex, says Goldman Sachs global head of custom equity baskets, Louis Miller.Last Friday kicked off the largest consecutive Momo drawdown since 2022There is Value in Owning AI Abroad
What's Attractive Beyond The AI Leaders? Top Goldman Trader Spots Which Stocks Will Higher Rates Break?
The setup for Gold versus Oil also looks interesting in a ‘post-war’ scenario...
48 words~1 min read
