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Tommyboy44

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- Tommyboy44Tommyboy44
  ·2021-08-06
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- Tommyboy44Tommyboy44
  ·2021-08-04
  Wow
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- Tommyboy44Tommyboy44
  ·2021-08-03
  Comment & like
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- Tommyboy44Tommyboy44
  ·2021-07-29
  So ?
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- Tommyboy44Tommyboy44
  ·2021-07-28
  I say i say ...... 1 like please
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- Tommyboy44Tommyboy44
  ·2021-07-28
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- Tommyboy44Tommyboy44
  ·2021-07-26
  I like Warren u like me please 😅
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- Tommyboy44Tommyboy44
  ·2021-07-24
  Like please thanks 🙂
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- Tommyboy44Tommyboy44
  ·2021-07-24
  Like please 🙂
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- Tommyboy44Tommyboy44
  ·2021-07-24
  Like and comment please. Thanks !🙂
  Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>
  One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday "not to buy this dip", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t
  Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>
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?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808110982","repostId":"1122445859","repostType":4,"isVote":1,"tweetType":1,"viewCount":1848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801330363,"gmtCreate":1627482075452,"gmtModify":1631890779895,"author":{"id":"3577871090184408","authorId":"3577871090184408","name":"Tommyboy44","avatar":"https://static.tigerbbs.com/8a02893aee91ed8e74531a1f20de25d3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577871090184408","authorIdStr":"3577871090184408"},"themes":[],"title":"","htmlText":"I say i say ...... 1 like please","listText":"I say i say ...... 1 like please","text":"I say i say ...... 1 like 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like Warren u like me please 😅","listText":"I like Warren u like me please 😅","text":"I like Warren u like me please 😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800567492","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174334189,"gmtCreate":1627076539141,"gmtModify":1631890779903,"author":{"id":"3577871090184408","authorId":"3577871090184408","name":"Tommyboy44","avatar":"https://static.tigerbbs.com/8a02893aee91ed8e74531a1f20de25d3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577871090184408","authorIdStr":"3577871090184408"},"themes":[],"title":"","htmlText":"Like please thanks 🙂","listText":"Like please thanks 🙂","text":"Like please thanks 🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174334189","repostId":"2153984757","repostType":4,"isVote":1,"tweetType":1,"viewCount":1804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174335562,"gmtCreate":1627076485656,"gmtModify":1631890779908,"author":{"id":"3577871090184408","authorId":"3577871090184408","name":"Tommyboy44","avatar":"https://static.tigerbbs.com/8a02893aee91ed8e74531a1f20de25d3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577871090184408","authorIdStr":"3577871090184408"},"themes":[],"title":"","htmlText":"Like please 🙂","listText":"Like please 🙂","text":"Like please 🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174335562","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174332497,"gmtCreate":1627076425519,"gmtModify":1631890779907,"author":{"id":"3577871090184408","authorId":"3577871090184408","name":"Tommyboy44","avatar":"https://static.tigerbbs.com/8a02893aee91ed8e74531a1f20de25d3","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577871090184408","authorIdStr":"3577871090184408"},"themes":[],"title":"","htmlText":"Like and comment please. Thanks !🙂","listText":"Like and comment please. Thanks !🙂","text":"Like and comment please. Thanks !🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174332497","repostId":"1124707956","repostType":4,"repost":{"id":"1124707956","kind":"news","pubTimestamp":1627053121,"share":"https://www.laohu8.com/m/news/1124707956?lang=zh_CN&edition=full","pubTime":"2021-07-23 23:12","market":"us","language":"en","title":"Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124707956","media":"zerohedge","summary":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17 and t","content":"<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时，他们就这样做了。周一，随着标准普尔指数跌至4,220点，高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后继续抛售涨势并<b>周二，GS Prime book出现自6月17日以来最大的单日净卖出</b>（与过去一年的平均每日净流量相比-2.2 SDs）以及自2019年11月以来最大的单一名称净卖出，由多空销售（1.6比1）推动，因为所有地区均净卖出北美和亚洲DM以美元计算，并由多空销售推动（2.5比1）。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出（-4.0 SDs），远远超过了宏观产品（指数和ETF合计）的净买入。</li><li>11个行业中有8个行业被净卖出，以医疗保健、工业、消费光盘和公用事业为首，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里（GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下，GSXUSTAY的成分股再次集体净买入，并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出，原因是避险资金流动，多头买入超过空头回补。也就是说，与我们周一看到的情况相比，该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件（GSCBSF8X）</b>-篮子成分股连续第二天被净买入，并出现年初至今最大的单日美元净买入，这完全是由多头买入推动的。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出，完全由多头销售推动，尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日（7/19除外）出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么？高盛指出，尽管出现了拉锯，基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆已下降MTD；虽然基本LS总收入现在仅为一年的第19百分位，但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Dump The Rally After Buying The Dip<blockquote>对冲基金逢低买入后抛售涨势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-23 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One can't say that Goldman's clients have too much faith in Goldman's trade recos.</p><p><blockquote>不能说高盛的客户对高盛的交易记录太有信心。</blockquote></p><p> As Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&amp;P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally and<b>on Tuesday the GS Prime book saw the largest 1-day net selling since June 17</b>(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.</p><p><blockquote>当高盛的流量交易员约翰·弗洛德(John Flood)周一敦促客户“不要逢低买入”时，他们就这样做了。周一，随着标准普尔指数跌至4,220点，高盛的大宗经纪服务观察到对冲基金逢低买入激增。然而，这些对冲基金显然不确定接下来会发生什么，然后继续抛售涨势并<b>周二，GS Prime book出现自6月17日以来最大的单日净卖出</b>（与过去一年的平均每日净流量相比-2.2 SDs）以及自2019年11月以来最大的单一名称净卖出，由多空销售（1.6比1）推动，因为所有地区均净卖出北美和亚洲DM以美元计算，并由多空销售推动（2.5比1）。这种防御性定位在周一后的大部分时间里一直持续。</blockquote></p><p> Some more observations from Goldman Prime on the post-bottom action:</p><p><blockquote>Goldman Prime对触底后行动的更多观察：</blockquote></p><p> <ul>  <li>Single names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).</li>  <li>8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.</li>  <li>Despite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.</li>  <li><b>Buying Stay at Home (GSXUSTAY</b>) vs. Selling Go Outside (GSXUPAND) for a second straight day.</li> </ul> <ol>  <li>Constituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.</li>  <li>Members of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.</li> </ol> <ul>  <li><b>Buying Expensive Software (GSCBSF8X) again</b>– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.</p><p><blockquote><ul><li>个股出现了自19年11月以来最大的单日美元净卖出（-4.0 SDs），远远超过了宏观产品（指数和ETF合计）的净买入。</li><li>11个行业中有8个行业被净卖出，以医疗保健、工业、消费光盘和公用事业为首，而信息技术、能源和金融则被净买入。</li><li>尽管整体净交易活动出现逆转，但周一突出的潜在主题在周二普遍延续。</li><li><b>购买呆在家里（GSXUSTAY</b>)与连续第二天销售出去(GSXUPAND)。</li></ul><ol><li>在多头买盘的推动下，GSXUSTAY的成分股再次集体净买入，并出现了自6月28日以来最大的单日美元净买入。</li><li>GSXUPAND成员连续第二天集体净卖出，原因是避险资金流动，多头买入超过空头回补。也就是说，与我们周一看到的情况相比，该集团的净抛售速度显着放缓。</li></ol><ul><li><b>再次购买昂贵的软件（GSCBSF8X）</b>-篮子成分股连续第二天被净买入，并出现年初至今最大的单日美元净买入，这完全是由多头买入推动的。</li></ul></blockquote></p><p></li>  <li><b>Risk-off in FAAMG (GSTMTMEG</b>) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).</p><p><blockquote><li><b>FAAMG中的风险规避</b>)-TMT大型股总体上出现小幅净卖出，完全由多头销售推动，尽管净流量因个别名称而有所不同。该集团在过去10个交易日中有9个交易日（7/19除外）出现净卖出。</li></blockquote></p><p></li> </ul> And visually:</p><p><blockquote>视觉上：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c10eb63e147e5e14ef3cb10e25db2523\" tg-width=\"1089\" tg-height=\"1006\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> What does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD</p><p><blockquote>这对对冲基金业绩意味着什么？高盛指出，尽管出现了拉锯，基本面LS经理连续第三天经历了正的阿尔法和MTD</blockquote></p><p> <b>Yesterday (July 20th)</b></p><p><blockquote><b>昨日（7月20日）</b></blockquote></p><p> <ul>  <li>Fundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.</li>  <li>Systematic LS -0.2%</li> </ul> <b>July MTD</b></p><p><blockquote><ul><li>基本面LS+0.8%(alpha+0.2%)vs MSCI TR+1.0%。</li><li>系统LS–0.2%</li></ul><b>7月MTD</b></blockquote></p><p> <ul>  <li>Fundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%</li>  <li>Systematic LS +1.5%</li> </ul> <b>2021 YTD</b></p><p><blockquote><ul><li>基本面LS-0.7%(alpha+0.9%)vs MSCI TR-0.3%</li><li>系统LS+1.5%</li></ul><b>2021年初至今</b></blockquote></p><p> <ul>  <li>Fundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%</li>  <li>Systematic LS +12.2%</li> </ul> <img src=\"https://static.tigerbbs.com/3d794cb43ddc7266af19225539b4d607\" tg-width=\"1088\" tg-height=\"442\" width=\"100%\" height=\"auto\">Finally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.</p><p><blockquote><ul><li>基本面LS+2.6%(alpha-5.7%)vs MSCI TR+12.7%</li><li>系统LS+12.2%</li></ul>最后，在定位方面，高盛观察到整体杠杆已下降MTD；虽然基本LS总收入现在仅为一年的第19百分位，但净收入仍然相对较高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1d8fb3c9c67200b83051956e49b33e1c\" tg-width=\"1088\" tg-height=\"665\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/hedge-funds-dump-rally-after-buying-dip?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124707956","content_text":"One can't say that Goldman's clients have too much faith in Goldman's trade recos.\nAs Goldman's flow trader John Flood was urging clients on Monday \"not to buy this dip\", they did just that and on Monday Goldman's Prime Brokerage service observed a surge in hedge fund dip buying as the S&P tumbled as low as 4,220. Those same hedge funds, however, clearly unsure what happens next, then proceeded to dump the rally andon Tuesday the GS Prime book saw the largest 1-day net selling since June 17(-2.2 SDs vs. the average daily net flow of the past year) and the biggest net selling in single names since Nov 2019, driven by long-and-short sales (1.6 to 1), as all regions were net sold led in $ terms by North America and DM Asia, and driven by long-and-short sales (2.5 to 1). This defensive positioning has continued through much of the post-Monday rally.\nSome more observations from Goldman Prime on the post-bottom action:\n\nSingle names saw the largest 1-day $ net selling since Nov ’19 (-4.0 SDs), which far outweighed net buying in Macro Products (Index and ETF combined).\n8 of 11 sectors were net sold led in $ terms by Health Care, Industrials, Consumer Disc, and Utilities, while Info Tech, Energy, and Financials were net bought.\nDespite the reversal in overall net trading activity, the underlying themes that stood out on Monday generally continued on Tuesday.\nBuying Stay at Home (GSXUSTAY) vs. Selling Go Outside (GSXUPAND) for a second straight day.\n\n\nConstituents of the GSXUSTAY collectively were net bought again and saw the largest 1-day $ net buying since 6/28, driven by long buys.\nMembers of GSXUPAND collectively were net sold for a second straight day, amid risk-off flows with long buys outpacing short covers. That said, the pace of net selling in the group significantly moderated vs. what we saw on Monday.\n\n\nBuying Expensive Software (GSCBSF8X) again– basket constituents collectively were net bought for a second straight day and saw the largest 1-day $ net buying YTD, driven entirely by long buys.\nRisk-off in FAAMG (GSTMTMEG) – the TMT mega caps collectively were modestly net sold, driven entirely by long sales, though net flows diverged by individual names. The group collectively has been net sold in 9 of the past 10 sessions (except 7/19).\n\nAnd visually:\n\nWhat does this mean for hedge fund performance? Despite the whipsaw, Goldman notes that fundamental LS managers experienced positive alpha for a third straight day and MTD\nYesterday (July 20th)\n\nFundamental LS +0.8% (alpha +0.2%) vs MSCI TR +1.0%.\nSystematic LS -0.2%\n\nJuly MTD\n\nFundamental LS -0.7% (alpha +0.9%) vs MSCI TR -0.3%\nSystematic LS +1.5%\n\n2021 YTD\n\nFundamental LS +2.6% (alpha -5.7%) vs MSCI TR +12.7%\nSystematic LS +12.2%\n\nFinally, in terms of positioning, Goldman observes that overall leverage has fallen MTD; while Fundamental LS grosses are now in just the 19th percentile one-year though Nets remain relatively high.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}