ChatGPT Killed America
Top ten charts
Every weekend the hedge fund desks publish dozens of positioning, flow and sentiment charts. Most never leave Wall Street. We picked the ten most interesting, from Goldman Sachs, Morgan Stanley and JPMorgan, to give you a quick snapshot of where institutional money is moving today. This week the message is surprisingly coherent: hedge funds are buying equities again, semis are back in favor, momentum has stabilized, but optimism is beginning to look crowded. Here are the ten charts that matter most.