faris mourad

from beirut to new york

[Pierre F. Bardi @PrincePFB]

Summer of 26.
South of France.

[zerohedge @zerohedge]

High Beta Momo (which is just a handful of memory/chip stocks) has biggest two day drop since 2020 "vax day", enters bear market

[zerohedge @zerohedge]

High Beta Momentum is disintegrating in July. Every July

[zerohedge @zerohedge]

Goldman: Is The Equity Market Ready For An Unexpected Election Outcome? https://t.co/AzCeijM6hn

[zerohedge @zerohedge]

Goldman "Democrat" victory basket at 1 month low, while "Republican victory" at highs. Meanwhile Trump's lead on Polymarket is widest in three months

[zerohedge @zerohedge]

Actually it does, and we laid them out in our note to subscribers
https://t.co/3WxL99fSed

[MoneyRadar @MoneyRadar_FR]

C'est un changement de paradigme total !

Alors comment on profite d'une telle opportunité d'investissement ?

Et bien il y a des véhicules d'investissements pour ça : 

Power Up America (Bloomberg ticker GSENEPOW) +21%
Data Center Equipment (Bloomberg ticker GSTMTDAT) +22%

[Gavin Baker @GavinSBaker]

Great chart from GS.

[faris mourad @FaresM95]

@GavinSBaker thank you

[Thomas Thornton @TommyThornton]

By the way Goldman is doing amazing work putting so many factor baskets out. Super grateful for their support