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These Are Goldman's Favorite US Trades Into Year-End

Tyler Durden's Photo
by Tyler Durden
Authored...

Top Goldman trader Faris Mourad breaks down the desk's favorite US trades through year-end:

  1. New technology: buy secular non-profitable tech vs short non-secular non-profitable tech.

  2. Policy related: buy industries with US strategic national interests and short US companies with high percent of China sales.

  3. Low rates beneficiaries