Goldman Head NY Trader Asks: What have we learned this week?
Institutional Analysis
Institutional Observations and quick comments on:
The Broader market
Industrials
Healthcare
Small Caps
Tech Bubble!
No it isn’t!
What next?
Buybacks are bigger
Wealth creation
Japan
China
BTC
Post QT may be intentionally inflationary?
Energy Providers Next Big thing
AI update
American Exceptionalism
Money Flows in and out
Buybacks over all!