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'All Greed, No Fear': Goldman Partner Sees "Rare Period' Where Equity Markets Are Driving The Macro
As global attention has further narrowed in on capturing that AI-CapEx wave, three key market technicals standout (and they come up in different guises in almost every client conversation)...
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zerohedge.com
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'All Greed, No Fear': Goldman Partner Sees "Rare Period' Where Equity Markets Are Driving The Macro
As global attention has further narrowed in on capturing that AI-CapEx wave, three key market technicals standout (and they come up in different guises in almost every client…
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What To Buy If Not AI? Top Goldman Trader Finds 'Scarcity' Elsewhere
...retail euphoria will be difficult to contain near-term
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"Increasingly Uncomfortable Beneath The Surface": Top Goldman Trader Sees A Market That Is 'More Convinced, More Concentrated, And More…
...increasing disconnect between calm index-level performance and the violent factor, positioning, and single-stock rotations...