dollar FANG Markets nasdaq stocks

FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML

What $694 billion in AUM has to say...

What $694 billion in AUM has to say...
This content has been archived. Log in or Subscribe for full access to thousands of archived articles.

2 comments on “FAANG Dethroned As ‘Most Crowded Trade’, While ‘Trade War’ Remains Top Tail Risk: BofAML

  1. Hartnett has been right on with his calls all year. He before Wilson declared we are at peak global growth, peak global profits, peak global central bank induced liquidity, peak in equities and bonds, peak positioning in portfolios to risk assets, peak employment, etc.

  2. One problem I see with those exhibits, for instance 26, is “What do you think is currently the most crowded trade?”. Is it a polite way to ask and avoid a straight question like “What’s your most crowded trade?” or they really mean what they think? Those fund managers could think something and then reality may be different.

Speak On It

Skip to toolbar