Goldman’s desk highlights the GS EU Cyclicals/Defensive pair (white) vs GS US Cyc/Defs pair (blue) “.. the red line is the Jan 20th inauguration, illustrative how ‘wrong way’ relative to consensus this has been.” 🇺🇸 - ThreadSky | a Reddit-style client for Bluesky

carlquintanilla.bsky.social • 10 hours ago

Goldman’s desk highlights the GS EU Cyclicals/Defensive pair (white) vs GS US Cyc/Defs pair (blue)

“.. the red line is the Jan 20th inauguration, illustrative how ‘wrong way’ relative to consensus this has been.” 🇺🇸

Comments

kevinwhitejr.bsky.social•10 hours ago

Any idea what the composition is of the underlying? I did the poor man’s version and bought FEZ but I wonder how much of this is driven by big gains in Euro defense stocks.

chillpill411.bsky.social•10 hours ago

I sold every penny worth of US stock funds and bought EU funds and I bonds. I consider the latter to be a high risk investment because of the high likelihood of default.

tiggersdad.bsky.social•10 hours ago

Make Europe Great Again. MAGA is now MEGA.

jeanmoulin4ever.bsky.social•10 hours ago

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creyna.bsky.social•10 hours ago

I thought Trump was the golden boy of finance… so much for that thought. Why did so many money people who know better still vote for him?

sigmasquared.bsky.social•6 hours ago

It is very tempting to pull off a full-blown John Meriwether here, cuz them spreads they always close out, right?

rambleonrose.bsky.social•10 hours ago

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hillbill15.bsky.social•2 hours ago

https://bsky.app/profile/hillbill15.bsky.social/post/3ljxzws7kbc2p

erikberg.bsky.social•10 hours ago

But he’s a genius businessman and he hires all the best people 🙄

jenxyz.bsky.social•3 hours ago

Yes, Kernan and Becky have some talking to do.

berico70.bsky.social•7 hours ago

Now if they add a green line for every press conference I think you can put a nail in the coffin of that debate

wiese2154.bsky.social•10 hours ago

Wall Street screwed the pooch when they threw their money behind Trump. Prepare for the recession. Don’t buy anything from Putin supporting Nazi’s.

julesmarlowe.bsky.social•10 hours ago

Hi. Just wondering why you still are not using alt text ever? Please use alt text.