Amid Washed Out Positioning, Goldman's Flows Guru Spots An Opportunity Into Catalyst-Heavy Week

While the Street anxiously awaits next week’s inflation print, Goldman’s flows guru Lee Coppersmith says in his latest note (available here in full for pro subscribers) the more important tape is AI: OpenAI’s Astra drop, GS’s Communacopia+Tech circus (OpenAI at the podium Tuesday 9:30am PT), and a washed-out positioning book.

Bottom line