--- title: "\"I Am On Correction Watch\" - Goldman's Fund Flow Guru Turns 'Tactically Bearish'" description: "Goldman Sachs' flow of funds guru, Scott Rubner, has turned tactically bearish and is on correction watch. He believes that the recent market rally may be too good to be true and warns that the last s" type: "news" locale: "en" url: "https://longbridge.com/en/news/208251682.md" published_at: "2024-07-08T13:39:14.000Z" --- # "I Am On Correction Watch" - Goldman's Fund Flow Guru Turns 'Tactically Bearish' > Goldman Sachs' flow of funds guru, Scott Rubner, has turned tactically bearish and is on correction watch. He believes that the recent market rally may be too good to be true and warns that the last standing bears have capitulated. Rubner's cautious stance comes after four days of strong market gains. After the last four days of melty-uppiness in markets, Goldman Sachs' flow of funds guru, Scott Rubner, is fearful that it's all too good to be true.. for now...***"August - I am on Correction Watch"*** > *"This is the last bullish US Equity email that I will be sending out for now," he begins his morning note to clients, noting that "**the last standing bears have capitulated and everyone is in the pool**."* And, as **the melting-up continues this morning...** Loading... ### Related Stocks - [GS.US - Goldman Sachs](https://longbridge.com/en/quote/GS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 一文读懂 2026 年至今的全球市场:什么在涨?美股为何不行?这种趋势会持续吗? | 高盛报告揭示 2026 年市场新风向:周期性资产上涨仍有空间;但 AI 等热门主题估值过高,高波动或成为未来常态;美元将持续疲软;建议警惕高估值板块,分散股票持仓、保持健康的非美敞口(包括新兴市场),以及较长期限指数波动率的做多头寸。 | [Link](https://longbridge.com/en/news/276406606.md) | | 高盛推出 “抗 AI 冲击” 主题投资组合:做多算力与安全,做空可被替代的软件股 | 高盛推出一项新的软件股多空组合,做多那些业务难以被人工智能取代、或直接受益于 AI 需求增长的公司,同时做空可能被自动化或被企业内部替代的软件企业。此前随着 Anthropic 等公司推出面向法务和税务的 AI 工具,引发相关软件股大幅下跌 | [Link](https://longbridge.com/en/news/275943203.md) | | 特朗普暗示违法征收的关税不退了,美财长称今年关税收入将 “基本保持不变” | 美国总统特朗普暗示不会退还被最高法院裁定违法的关税,预计 2026 年关税收入将保持不变。特朗普计划签署行政令,对全球商品加征 10% 进口关税,取代被推翻的关税。财长贝森特表示,政府将利用替代法律权力维持关税收入,强调国家安全和财政收入不 | [Link](https://longbridge.com/en/news/276494362.md) | | 都想学英伟达 “芯片换融资”,谷歌和 AMD 都要扶持 “AI 云” | 谷歌正试图复制英伟达的成功路径,利用金融实力构建芯片生态系统。公司正洽谈向 “新型云” 公司 Fluidstack 注资约 1 亿美元,并为 Hut 8 等转型矿企提供项目融资支持,以换取 TPU 芯片的采用。AMD 则更为激进,为初创公司 | [Link](https://longbridge.com/en/news/276502552.md) | | 从高盛到黑石,华尔街巨头都来站台:软件不会垮 | 高盛、黑石、Apollo 和 KKR 的高管一致认为,市场对 AI 将导致软件行业消亡的担忧被严重夸大了。尽管承认 AI 将带来 “剧烈的技术周期” 和颠覆,但机构认为大型、根基深厚的软件公司将受到保护,甚至成为受益者。同时,各家机构也澄清 | [Link](https://longbridge.com/en/news/275675255.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.