npub1zl…22n8p on Nostr: "Positioning, earnings expectations, and valuations are high, breadth is low, and the ...
"Positioning, earnings expectations, and valuations are high, breadth is low, and the data is starting to age more like milk than wine. However, the growth of artificial intelligence and deep pockets of boomers have proven they can serve as a growth backstop. With that said, I favor collaring up core positions, especially those that have experienced big runs (megacap tech)". (GS trading desk)
Published at
2024-07-10 19:46:29Event JSON
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"kind": 1,
"tags": [],
"content": "\n\"Positioning, earnings expectations, and valuations are high, breadth is low, and the data is starting to age more like milk than wine. However, the growth of artificial intelligence and deep pockets of boomers have proven they can serve as a growth backstop. With that said, I favor collaring up core positions, especially those that have experienced big runs (megacap tech)\". (GS trading desk)\n\n",
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}
