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Positioning: "Is the glass half full or half empty?"

The Glass Is More Than Half Full

 

Much fuller positioning

1. GS sentiment indicator flashing a 1.4 (anything north of 1.0 reflects stretched positioning)

2. GS PB nets show 97th percentile on a 1 year look back, also PB data shows gross creeping back up and now at 93rd percentile.

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