---
title: "'Don't Short The Retail Investor'; Top Goldman Trader Lays Out 5 Key Market Themes"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/283234939.md"
description: "Equity markets and key secular themes are all back to pre-war levels.Additionally, earnings revisions are higher and valuation is slightly lower.1. The AI trade keeps working…"
datetime: "2026-04-18T23:17:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/283234939.md)
  - [en](https://longbridge.com/en/news/283234939.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/283234939.md)
---

# 'Don't Short The Retail Investor'; Top Goldman Trader Lays Out 5 Key Market Themes

**Equity markets and key secular themes are all back to pre-war levels**.

Additionally, earnings revisions are higher and valuation is slightly lower.

## 1\. The AI trade keeps working…

### Related Stocks

- [GS.US](https://longbridge.com/en/quote/GS.US.md)
- [GS-A.US](https://longbridge.com/en/quote/GS-A.US.md)
- [GS-C.US](https://longbridge.com/en/quote/GS-C.US.md)
- [GS-D.US](https://longbridge.com/en/quote/GS-D.US.md)
- [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md)

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