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Gordon Johnson: Questions on whether macro fund issues could impact U.S. equities

Gordon Johnson: Questions on whether macro fund issues could impact U.S. equities
Macro fund issues and U.S. equities

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.

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.

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