No you misinterpreted - that short ideas list increased 17%
(traded higher) as the market squeezed the laggards more than the
general indices. This rally has nothing to do with great
earnings - it's ALL about liquidity/positioning as a result which I
will follow up later with a detailed post.
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No you misinterpreted - that
Goldman Sachs short basket is up 17% this week (handily ...
Posted by steve on 4th of Nov 2023 at 10:47 am
No you misinterpreted - that short ideas list increased 17% (traded higher) as the market squeezed the laggards more than the general indices. This rally has nothing to do with great earnings - it's ALL about liquidity/positioning as a result which I will follow up later with a detailed post.