ZH: Goldman: Mutual funds flood into MegaTech stocks as they start cutting cash allocations
ZERO HEDGE writes: Even before the NVDA blowout earnings report, Goldman flow trader John Flood wrote ...
ZERO HEDGE reports:
Now that military action in Ukraine is reality, a development which has caught much of the market by surprise, investors are digging through the data to uncover which companies are most exposed to the deadly escalation in Ukraine.
The good news is that for the most part, corporate exposure to Russia/Ukraine is limited and focused in a handful of sectors (mostly commodities and energy). Despite the relatively low exposure however, energy costs are at the heart of the Fed’s ...
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