PremiumAfter one of the most violent de-risking episodes in years, top Goldman Sachs trader, Lee Coppersmith says it’s becoming increasingly difficult to argue positioning remains the primary headwind for AI.At the overnight lows, the KOSPI 200 was down 46% from its peak in just 27 trading days.
'Record Selling' In Semis & A 'Violent Derisking': Top Goldman Traders Survey The Wreckage
Going forward, the debate increasingly shifts from who still needs to sell to whether fundamentals can reassert themselves...







