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Gordon Johnson, CEO and analyst at GLJ Research, questioned whether problems facing macro funds could cause spillover effects in U.S. equities.
Johnson raised this question in a recent post referencing QQQ and SPY.
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Johnson has previously commented on changes in the electric vehicle sector. He pointed out Elon Musk’s reduction of his Tesla 2030 annual car forecast from 20 million to 5 million units in a past update here. Johnson also reported a 1.4 percent rise in TSLA Q3 deliveries, with U.S. sales down and China sales up here.