"Somewhat Disorienting, Yet Wildly Actionable": Goldman's Hedge Fund Honcho Lays Out The Market Narrative

It’s been said that financial markets can only concentrate on one big variable at a time. 

While Tony Pasquariello, Goldman Sachs head of hedge fund coverage, explains that he has never been a big believer in that, it’s fair to argue the current task at hand - managing so many foundational changes at once -- is particularly demanding. 

The result is, as Pasquariello puts it is: