{"id":41528,"date":"2026-04-20T17:24:02","date_gmt":"2026-04-20T17:24:02","guid":{"rendered":"https:\/\/cryptomag.finance\/?p=41528"},"modified":"2026-04-20T17:24:02","modified_gmt":"2026-04-20T17:24:02","slug":"fade-the-rally-and-focus-on-halo-trade-amid-delicately-poised-equity-market-says-goldman-sachs-executive","status":"publish","type":"post","link":"https:\/\/cryptomag.finance\/?p=41528","title":{"rendered":"Fade the Rally and Focus on HALO Trade Amid \u2018Delicately Poised\u2019 Equity Market, Says Goldman Sachs Executive"},"content":{"rendered":"

\"\"<\/p>\n

The stock market hit new all-time highs last week, but one Goldman Sachs executive warns that the new momentum could witness some bumps in the road.<\/p>\n

In a new interview, Goldman partner Bobby Molavi analyzes<\/a> whether traders should fade or chase the rally that materialized last week.<\/p>\n

\u201cI think it\u2019s still hard to imagine or believe that the market has been so resilient, given the various things we could worry about. You know? Oil\u2019s back in 1992 dollars. But it\u2019s not back to where we were pre-crisis. Obviously, rates now have kind of normalized a little bit. But the hiking versus cutting dynamic still is probably going to result in cuts coming through slower or later than people hoped for. <\/em><\/p>\n

So, I think it\u2019s delicately poised. I think the market still is pinning itself to the kind of AI capex story. Some of those tailwinds I mentioned, particularly fiscal, when it comes to Europe. Some of those kinds of second-order themes, for example, AI capex and AI disruption. And some of the value propositions in efficiency and productivity from that. But I think we\u2019ve moved a long way. We are basically pricing in 5 the conflict being resolved. I think there are still some marginal risks of a blip along the way. So, fade the rally, if I had to choose.\u201d<\/em><\/p>\n

Molavi also notes that he\u2019s focused on the \u201cHeavy Assets, Low Obsolescence\u201d (HALO<\/a>) theme, which involves investing in assets that are considered resilient to disruptions from artificial intelligence.<\/p>\n

\u201cI think that in areas where it\u2019s impossible to kind of decide or accurately product terminal value, it\u2019s going to be really hard to kind of know where certain stocks should trade in terms of multiple or trajectory. But I think scarcity is being redefined. And we\u2019re realizing there are a bunch of things the world needs. Oil being just one example. Hard materials, heavy goods being another, that have been undervalued over the last few years. And the kind of value of those goods in terms of supply chains and companies for key component parts for things like chip manufacturing, is being proven out in recent times. And I think that theme has further to run.\u201d<\/em><\/p>\n

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.<\/h6>\n<\/div>\n

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The post Fade the Rally and Focus on HALO Trade Amid \u2018Delicately Poised\u2019 Equity Market, Says Goldman Sachs Executive<\/a> appeared first on The Daily Hodl<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

The stock market hit new all-time highs last week, but one Goldman Sachs executive warns that the new momentum could witness some bumps in the road. In a new interview, Goldman partner Bobby Molavi analyzes whether traders should fade or chase the rally that materialized last week. \u201cI think it\u2019s still hard to imagine or […]<\/p>\n","protected":false},"author":1,"featured_media":41529,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[],"tags":[],"class_list":["post-41528","post","type-post","status-publish","format-standard","has-post-thumbnail"],"yoast_head":"\nFade the Rally and Focus on HALO Trade Amid \u2018Delicately Poised\u2019 Equity Market, Says Goldman Sachs Executive - Cryptomag<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptomag.finance\/?p=41528\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fade the Rally and Focus on HALO Trade Amid \u2018Delicately Poised\u2019 Equity Market, Says Goldman Sachs Executive - Cryptomag\" \/>\n<meta property=\"og:description\" content=\"The stock market hit new all-time highs last week, but one Goldman Sachs executive warns that the new momentum could witness some bumps in the road. 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