'Traders Are Reaching For Skin In The AI Game': Goldman's Pasquariello Sees Three Key Patterns In The Market

US equities have ripped for six straight weeks, but as Goldman Sachs head of hedge fund coverage, Tony Pasquariello, notes, for all of the issues that one can (reasonably) wring their hands over, and for some of the talk of a blowoff top in the making, you’ve (again) been paid to keep your eye on the ball. 

In that context, the biggest variable has been clear: Q1 earnings growth has been nothing short of superb.