• Seth Golden posted an update 1 week, 4 days ago

    Per Morgan Stanley
    3 observations from Morgan Stanley:

    1. Positioning is now lighter than even 2015 / 2016, and most cases since 2008.

    2. $450B of equity has left Mutual Funds and ETFs into money markets this year.

    2. Exposure-wise, L/S HF nets are < 5th %-ile, while Systematic leverage is in the 20-30th %-ile.

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