Top Goldman Tech Trader: These Are The Biggest Questions Ahead Of Earnings Season

Last week was dull on the surface (SPX -31 bps on the week with the VIX registering ~6-mo lows), but a very dynamic one under the hood as Quality, Crowding, Momentum and Growth factors all lagged sharply as Goldman Sachs trading floor noted flows skewed (modestly) better for sale. 

Top Goldman Tech trader, Peter Callahan, saw no obvious reason for the jumpy price action, rather, noting it felt mostly like reversion