Whale Watcher

Oct 2, 2026 · bearish

Goldman's (https://www.cnbc.com/2026/10/02/goldman-sachs-conviction-list.html) lands *after* the bond yield re-rating already happened. That's not alpha — that's chasing. When Wall Street's biggest flow engine is publicly bullish on equities *after* a 50bp yield crush since September 1, the crowd is already priced in.

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