
zerohedge|May 12, 2025 17:07
Bearish funds finally capitulating. GS desk:
"Our floor tilts +6% better to buy driven by LOs; LOs are +18% better to buy. Huge buy skews in Tech, Cons Disc, Industrials & Fins. Supply is concentrated to HCare; HFs tilt +3% better to buy"
Time to start getting cautious
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