I wrote a cover story for Barron's about market breadth and just saw that someone commented "Well written description of statistical noise." I've never felt so flattered, so dissed, and so seen at the same time.
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I'm writing and editing for Barron's now. If you have something smart to say about markets, I want to hear it.
Alex Rosenberg retweeted
Gold has surged over the past year. What’s driving the rally, and where does gold fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington, equity sales trader in Global Banking & Markets: click.gs.com/gzag
Alex Rosenberg retweeted
After a significant rally for Chinese equities, could further gains be ahead? Kinger Lau, chief China equity strategist with Goldman Sachs Research, separates the signal from the noise.
Alex Rosenberg retweeted
How should investors approach hedging their portfolios around the US election? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, separates the signal from the noise.
Alex Rosenberg retweeted
Are there now opportunities in Japanese stocks in the wake of record declines? Kazunori Tatebe of Goldman Sachs Research separates the signal from the noise.
Alex Rosenberg retweeted
In the latest episode of The Markets, John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, says the biggest investors are viewing the recent market shakeout as a buying opportunity: click.gs.com/q6ii
Alex Rosenberg retweeted
What’s driving the rally in the utilities sector – and could more gains be ahead? Ryan Hammond of Goldman Sachs Research separates the signal from the noise.
Alex Rosenberg retweeted
Why have home prices stayed so strong even as mortgage rates soar? Susan Maklari, who covers homebuilders for Goldman Sachs Research, separates the signal from the noise.
Alex Rosenberg retweeted
AI is impacting stocks far outside of the tech sector. Amanda Ross, an equity trader with Goldman Sachs Global Banking & Markets, separates the signal from the noise.
Alex Rosenberg retweeted
Are the US tech giants overvalued – or can they keep driving the market higher? Peter Callahan of Goldman Sachs Global Banking & Markets separates the signal from the noise.
Alex Rosenberg retweeted
Are European equities more exciting than some investors think? Sharon Bell of Goldman Sachs Research separates the signal from the noise.
Alex Rosenberg retweeted
Is the market still too excited about Fed rate cuts? Mike Washington of Goldman Sachs Global Banking & Markets separates the signal from the noise.
Alex Rosenberg retweeted
Are emerging market equities due for a comeback? Caesar Maasry, head of emerging markets cross-asset strategy at Goldman Sachs Research, separates the signal from the noise.
Alex Rosenberg retweeted
Rising interest rates have fueled concerns about systemic risks in private credit, but could this market actually weather higher rates better than public credit? Goldman Sachs’ chief credit strategist Lotfi Karoui separates the signal from the noise.
Alex Rosenberg retweeted
The US dollar could defy expectations in 2024. Isabella Rosenberg of Goldman Sachs Research separates the signal from the noise.
Alex Rosenberg retweeted
How are millennial and Gen Z values changing the economy? Jen Sullivan separates the signal from the noise.
Alex Rosenberg retweeted
Can US companies and consumers withstand higher rates? Jonny Fine of Goldman Sachs Investment Banking separates the signal from the noise.
Alex Rosenberg retweeted
When economists try to tackle happiness. ft.com/content/bf373031-e196…



