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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)

Positioning

Source: JPM PI

Goodness how much greed

Mislav says caution as FOMO is in full swing

The Glass Is Not Even Half Empty

KKR on positioning

Still can’t determine where any supply will come from short term...

Dry Powder