El trade del 2026? Comprar las acciones de peor calidad del mercado mientras se venden en corto las empresas de más alta calidad e infravaloradas. Long GS Most Shorted Basket short GS Long Short Equity Hedge Fund.
y uno pensando en comprar buenas empresas :D
Year-to-date, the GS Most Shorted Basket is up +40% while the GS Long Short Equity Hedge Fund Proxy is down -23%.
One of the best investment strategies this year was to buy the market's junkiest stocks while shorting the highest-quality undervalued businesses.