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Everyone Is Long. Everyone Is Levered. Everyone Thinks They’re Hedged
Momentum crowded at extremes, semis nearing 20% of hedge-fund exposure, systematic funds primed to puke supply in almost any scenario — if the bull tolerates this, then insanity is next.
Raccontata da
zerohedge.com
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Everyone Is Long. Everyone Is Levered. Everyone Thinks They’re Hedged
Momentum crowded at extremes, semis nearing 20% of hedge-fund exposure, systematic funds primed to puke supply in almost any scenario — if the bull tolerates this, then insanity…
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Momentum Pullback, AI Thesis Intact
Don't be fooled by Goldman Sachs.