The "triple kill" of stocks, bonds, and currencies in the U.S., Goldman Sachs traders: not worried about Greenland, but concerned about institutional positions

Goldman Sachs Delta-One Fund Head Rich Privorotsky believes that despite the sudden escalation of geopolitical concerns, the political support for forcibly acquiring Greenland within the United States remains low, ultimately leading to a compromise (although the situation may worsen before it improves). He is less worried about geopolitical issues (while still closely monitoring the situation in Iran) and is more focused on position allocation. Currently, institutional sentiment is strong, with total leverage exposure reaching its highest level in five years, and net exposure also nearing its highest level in three years