As "Magnificent 7" Bubble Bursts, Goldman Says To Buy These Laggards
In light of the tremendous rotation out of mega tech (which has been sold on the Goldman Prime desk for 15 of the past 17 days) which has suddenly fallen out of favor now that the market is convinced the Fed will cut rates as soon as March, and into, well, everything else...
... overnight Goldman published a report "Identifying Laggards to Buy Heading into 2024" (note available to pro subs).