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Goldman Sachs - $GS

Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETF
12 calls: Why he would pair long Nvidia against a short in the SOX, the Amazon strangle he sold for 16.95% annualized, and the 7-9% drop in crude one…
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Life360 founder: going public stops the worst decisions and the generational bets too
17 lessons: Why he listed in Sydney before Nasdaq, the freemium bet he says made the app impossible to disrupt, and why he thinks almost nobody actually…
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Nathan and Adami: a $300B company up 13% in a day is not an efficient market
11 calls: Why they would rather be short Oracle at $143, what a hike this week could do to the 10-year, and the one sector they say is still in play
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Marketplace: the 9 biggest tech firms have nearly $3T of debt off the books
7 takeaways: Why central banks are all turning hawkish at once, how buy-now-pay-later balances cost one buyer a mortgage, and the record diesel price…
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Ben Snider: AI spending already drives about half of S&P 500 earnings growth
4 calls: Why he's not worried about yields as long as earnings hold, where he's telling clients to diversify right now, and why only 2% of companies are…
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Gary Cohn: consumer polling is deeply negative, the real data isn't
3 calls: Why he says fear isn't showing up in spending, how banks are already repricing loans in real time, and what Bessent is really trying to do to…
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Jari Stehn: Europe's financial conditions haven't tightened despite the bond selloff
8 calls: Why the math on Trump's $5,000 dividend doesn't work, how high gas could go this winter, and the number attached to a risk scenario for Brent
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CoreWeave's Intrator makes his data-center case as CNBC frets over a 10% AI-doom estimate
8 takeaways: Meta's new electricity pledge, OpenAI's 88-hour math proof, a Novartis CEO's defense of Anthropic's board, and why Cramer wants the odds…
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Top of Mind: the Fed kept buying mortgages as home prices jumped 20% after COVID
9 takeaways: why Kohn says Warsh's July press conference alarmed him, how Hatzius says obscuring the Fed's reaction function backfires, and Miran's case…
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Charlie Scharf: now is the time to get deals done in this administration
11 takeaways: Why he says the crypto bill as written is unsafe for small banks, what he finds refreshing about the new Fed chairman, and the K-shaped…
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Zach Pandl and Michael Bucella: the CLARITY Act isn't needed, and may not pass
12 takeaways: Why Grayscale's head of research thinks the dollar loses ground, the altcoin leverage that echoes October 2025, and why the first Bitcoin…
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Rob Kaplan: hike once in September, then nothing in October because of the election
9 takeaways: Why he says long-term yields are priced off the deficit rather than the Fed, the neutral-rate math behind one hike, and China's head start…
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