If you can stomach the site, zerohedge also posts Goldman's stuff consistently. The paywalled ZH content can be viewed by pasting the article URL into a site like archive.ph
"these Teletubbies are such predictable momentum junkies that it’s really an easy equation to solve."
we now have daily nav funds that are CTAs so they can replicate. Why someone would buy CTAs? Well, in the past they were good diversifier so people simply buy them....
CTAs are mostly trend followers right? They tend to get whipsawed most of the time but every now and then have banger years like 2022 when big trends materialise
They're prolly very long. That's my take away.
Lol the Teletubbies blew my mind when they burst on the scene.
Something broke inside my brain.
Dumb junior shrub here, Where's the best place to consistently track GS's publishing of CTA positioning ?
Goldmans sends to their clients but some people post them on twitter!
If you can stomach the site, zerohedge also posts Goldman's stuff consistently. The paywalled ZH content can be viewed by pasting the article URL into a site like archive.ph
For me the explanantion is:
"these Teletubbies are such predictable momentum junkies that it’s really an easy equation to solve."
we now have daily nav funds that are CTAs so they can replicate. Why someone would buy CTAs? Well, in the past they were good diversifier so people simply buy them....
CTAs are mostly trend followers right? They tend to get whipsawed most of the time but every now and then have banger years like 2022 when big trends materialise
Yolo momentum while rocking to Born in the USA
Still astounds me that people take anything goldsquid issues as remotely accurate
So many Ponzi Monkeys, so little time...
GS knows the positioning because they are one of the biggest custodians for CTAs and CPOs.