• Seth Golden posted an update 4 years ago

    Goldman Sachs: 1. Nets are high again as it would appear a lot of the shorts have been lifted

    2. LO community seems hesitant to add, we know that their aggregate cash position coming into this was low…

    3. quarter end/month end rebal flow always pre-traded – so probably ends today

    4. very little visibility on redemptions

    5. medical – breakthrough has yet to come.

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