MARKETSSTORY 506· JULY 24, 2026

Goldman Sachs 1-Delta desk says its models are at an extreme negative as reflexivity builds

Market conditions have turned self-reinforcing, and Goldman Sachs is sounding an alarm. The bank's 1-Delta desk has told clients its models are reading at an extreme negative. Reflexivity, the mechanism where declining prices damage the…

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A contrarian bet is a position placed against the prevailing market view on an asset, held until that view shifts. Singapore's state investor Temasek made those calls on three companies in India. This week, each of them jumped more than…

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Bridgewater trims Amazon as it adds to Shell and PG&E

Big money shifted its holdings last quarter, tilting away from technology and toward energy. Holdings, meaning the shares a fund owns at the end of a reporting period, grew for Shell and PG&E at Bridgewater Associates during the second…

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Pershing Square narrows its book to three names: Uber, Brookfield, and Microsoft

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