Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet – Odd Lots

Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet – Odd Lots

Bullish:

$EQUITIES - Lloyd Blankfein is 100% invested in equities and risk assets, given consistent market performance over extended period.
$TECH - Technology sector dominance continues with no alternative for investors, everyone must be in tech to avoid bankruptcy.
$INFRA - Infrastructure and engineering becoming dominant in financial services, with over a third of Goldman employees being engineers.

Bearish:

$PE - Private equity facing liquidity challenges with assets accumulating on balance sheets despite record equity prices and best financing markets.
$PRIVATECREDIT - Private credit markets face systemic risks from illiquidity, unreliable pricing, and extension to retail investors through 401Ks.
$GLOBALIZATION - Globalization reversing with countries prioritizing domestic production and 'America First' policies becoming widespread.