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The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit
The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit
The biggest discussion that top Goldman Sachs trader (and flows guru), Lee Coppersmith, had with clients this week wasn’t whether AI is over - it wasn’t.
The debate has shifted to how investors should own it from here.
If anything, the secular backdrop across both the US and Asia continues to strengthen. Capex expectations remain robust, earnings revisions continue to move higher, and we saw another week of significant inflows into US technology.
Prime Brokerage data tells...
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“The one institution that should win the Nobel Peace Prize every single year is the United States military.” We start there, because that claim tells you a lot about how Washington sells war and how quickly moral language gets flipped into marketing. I’m joined again by Colonel Karen Kwakowski to unpack the Iran conflict through […]
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When The Persian Gulf Supply Shock Meets The Warsh Fed: Stagflation & The Coming AI Bubble Bust
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Authored by David Stockman via InternationalMan.com,
Here is a salient place to start regarding the economic impact of the Donald’s misbegotten war on Iran: To wit, approximately 7 billion ton-miles of freight moves by truck each and every day in the USA, which heavy truck fleet consumes upwards of 2.9 million barrels per day (mb/d) of diesel fuel.
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Mar 18, 2026 / Ron Paul
Just Get Out! Now!
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