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'Jevons Paradox Strikes Back!' - Goldman Trader's 'Glass Half-Full' Take On Yesterday's Slump...

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by Tyler Durden
Tuesday, Jan 28, 2025 - 06:20 PM

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Goldman Sachs trader Andrey Alipov's glass-half-full take is that the most recent rhetoric will be supportive for the power complex in the medium-to-long-run, and the pullback in grid-related names is a healthy de-rating.

Sure, the DeepSeek saga is a threat to the enabler and picks & shovels layers…

"The Jevons paradox is an economic principle that states that increased efficiency can lead to increased consumption."

- Satya Nadella

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