MoMo FoMo Or NoMo? Goldman Trader Shows How To Position For Momentum Reversal
Unless you've been living under a rock, you'll know that Momentum has been the best performing US equity factor year-to-date.
As Goldman's John Marshall notes, in some stocks, strength is justified by upward revisions; in others, strength may be in anticipation of strong fundamentals to come.
For investors that would like to position for a mean-reversion in the recent momentum strength, Marshall and his team identified option buying opportunities: