Momo No Mo': Top Goldman Trader Says "No Longer Dealing With A Market That Solely 'Crashes Up'"

US stocks pulled back last week (S&P 500 -1.6%, NDX -3% - worst week since April)) on the heels of growing AI skepticism, renewed economic growth concerns, and expectations of less accommodative monetary policy.

Natural Gas, Regional Banks, and Oil were among the themes that outperformed on the week, while Quantum Computing, Global Rare Earths, and Nuclear were among the themes that logged the sharpest losses.

And so, with