...after so much lazy-long Beta accumulation - which is of course de fact Short Volatility - we are now unwinding excess Gross Leverage built-up during this prior legacy Soft Landing -narrative...
Poster Comment:
Margin-Call Monday...
...how these risks play out will be crucial in determining the bottom of this sell-off.
https://www.zerohedge.com/markets/margin-call-monday
#1: Horse To: All (#0)
Nvidia Reportedly Delays Next AI Chip As Shares Tank On Global Selloff
AI bubble pop?
Horse posted on 2024-08-05 11:06:12 Reply Private Reply