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"The Pain Trade For Equities Is Higher" - Goldman's Rubner Tactically Bullish On Long Gamma In "No-Rules Market"

Tyler Durden's Photo
by Tyler Durden
Monday, Aug 19, 2024 - 02:05 PM

"This is a no rules market," explains Goldman Sachs flow of funds guru Scott Rubner this morning in a very positive note to clients.

Specifically, he sees a very positive 4 -week equity trading window until September 16th.

"The pain trade for equities is higher as global two-week vacations started on Friday at 4pm.

The bar for being bearish at the beach into a Labor Day BBQ party is high. This is new. "

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