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"Increasingly Uncomfortable Beneath The Surface": Top Goldman Trader Sees A Market That Is 'More Convinced, More Concentrated, And More Levered In AI'
...increasing disconnect between calm index-level performance and the violent factor, positioning, and single-stock rotations...
Raccontata da
zerohedge.com
Timeline cronologica
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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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"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...
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"Relentless Retail": Goldman Breaks Down The Latest Market Flows And Positioning
CTA (modest), Retail (relentlessly) and Corporates (buybacks in full swing) are acting as sponsors of equities, with little regard for concentration considerations, or valuations.