After 'High Velocity, Uneven Week' Top Goldman Trader Is Short Dollars & Long 'Stores Of Value'

As we walked in on Tuesday, the ante had been upped, and the tape was sending a clear cyclical signal, which is to say:

S&P was near the highs, volatility was near the lows and the market’s mix was clearly pricing a tech-enabled upswing (into a presumed cutting cycle).