PremiumThe 'Smart' Money Cut, The Machines Did Not; Goldman Partner Sees 3 Market Headwinds & 4 Key Debates
Just when the tape had finished patting itself on the back for the greatest semiconductor quarter since someone invented the word 'GPU' - Nasdaq +32% in Q2, SOX +87% - Goldman Sachs Partner, Mark Wilson, drops his must-read 'Weekly Mash" (available here in full for pro subs) reminding investors that stocks have, in fact, gone absolutely nowhere since.
