Goldman: Nu kommer korrektionen ned, spørgsmålet er kun, hvor stor den bliver
4/11 17:31
Goldman Partner Rich Privorotsky muses on the immediate catalysts… Perhaps it’s Michael Burry’s latest 13F showing sizable put positions in NVDA and PLTR… the breakdown in crypto… the fact that U.S. bank reserves have now dipped below $3T… the very low breadth and multiple Hindenburg-type signals… the surge in repo and a positive SOFR-IORB spread… the slide in consumer sentiment and restaurant stocks to 52-week lows… the […]...