“From Stargate Euphoria To DeepSeek Disruption” – Goldman’s Hedge Fund Honcho Reflects On One Of The “Most Unique” Months In The Market Ever

This week punctuated what Goldman Sachs head of hedge fund coverage calls “a month that goes down as one of the more unique ones that I’ve seen in 26 years of watching the markets.“

With consideration for all of the debate and volatility and dispersion – and a few specific moments of shock-and-awe – Tony Pasquariello notes to clients that it feels remarkable that S&P scratched out a 3% winner in January.