"The Debate Here In Davos, And Everywhere, Is 'Sell Everything America' Or 'Buy The Dip'"

As Goldman MD in macro sales, Nimita Bhargava, writes late on Tuesday from Davos, "the debate brewing here, at Davos and pretty much everywhere I look" is "Sell everything America or Buy the dip."

Below we excerpt from Bhargava's note (available to pro subs).

Why it isn’t obvious…