PremiumIt’s been a pretty fascinating week given what Goldman Sachs Partner, Mark Wilson, calls the juxtaposition between fundamental corporate performance, and non-fundamental market drivers. Below, Goldman's head of EMEA hedge fund coverage breaks down the market into six key points of emphasis...
Is Momo's Unwind Close To Done? Reflections On The Market's "Brutal Rotation"
...so far at least, it’s difficult to find a fundamental tell - but there's a litany of positioning, leverage, crowdedness, and concentration explanations.
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