"Sprinting To Stand Still": Goldman's Molavi Spots Two Of Three CapEx-Peak Signals Already Flashing
If the past few months have felt like an expensive treadmill, you're not alone. According to Goldman's top macro trader Bobby Molavi, the whole Street is running hard and going nowhere.
In his latest "Ruminations" note, published on Monday (available to pro subs), Molavi doesn't mince words:
