commodities credit emerging markets FX gold S&P 500 volatility

Goldman: Q1 “Was A Quarter To Own Risk” – Here’s What Comes Next

"Which of these divergences will hold going forward?"

"Which of these divergences will hold going forward?"
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1 comment on “Goldman: Q1 “Was A Quarter To Own Risk” – Here’s What Comes Next

  1. All free Goldman articles are, very simply, a tool to get muppets to take positions Goldman has already front-run. Any Goldman public forecast is a slightly less credible version of an e-mail from a Nigerian prince.

    Run the conclusion (“We see EM over DM and equity over bonds “) through the Goldman bull$hit parser and this is what you get:

    1. GS is already massively short DM, we need dumb money to sell into our short
    2. GS is already massively long EM, we need dumb money to buy into our longs
    3. GS is already massively long equity, we need muppets to buy into our longs
    4. GS is already massively short bonds (and we’re REALLY getting killed today), so we need muppets to dump bonds

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