'Highly Kinetic Times': Top Goldman Trader Outlines Charts 'That Have Been Running Very Hard Of Late'

The objective here is to use a few charts to illustrate the themes that have been running very hard of late.

Goldman Sachs head of hedge fund coverage, Tony Pasquariello, assembled these charts bottom-up, but points out that they are not intended to represent a cohesive storyline.

If there’s a throughline here, however, he’d argue it’s one of ever more expenditure.