The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit
The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit The biggest discussion that top Goldman Sachs trader (and flows guru), Lee Coppersmith, had with clients this week wasn’t whether AI is over - it wasn’t. The debate has shifted to how investors should own it from here. If anything, the secular backdrop across both the US and Asia continues to strengthen. Capex expectations remain robust, earnings revisions continue to move higher,...
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