You Searched For "David Kostin" and got 20 results
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3 mins read
'This looks and feels like the year 2000 to me': Investing legend Rob Arnott says the stock market's record rally reminds him of the dot-com bubble peak
"Are we likely to see a bear market in the next two years for large-cap growth? Yeah."
William Edwards
4 mins read
'A disaster waiting to happen': A top 3% investor warns the 'Trump bump' is the icing on the cake of a euphoric stock market bubble that's worse than the dot-com peak
"You will not get rich from investing in the fourth huge financial euphoria episode in the last 100…
William Edwards
2 mins read
3 post-election reasons why stocks will rise into year-end, Goldman says
The S&P 500 will continue to rally into through the end of the year as Trump's victory ends a perio…
Filip De Mott
4 mins read
A veteran bond operator shares an alpha-generating strategy for dropping yields and muted stock-market returns
Credit markets face challenges, but opportunities exist in corporate bonds and cheap optionality.
Laila Maidan
4 mins read
Goldman's top equity strategist tells BI 2 similarities between today's market and the dot-com bubble — and what it means for your portfolio
Goldman's top strategist David Kostin is seeing market concentration at its highest in decades — an…
Christine Ji
4 mins read
Wall Street is divided on the future of stocks. Here are bull and bear cases from the biggest banks.
Inflation is falling, productivity is rising, and the Fed is likely to cut rates, but forecasters w…
Matthew Fox
3 mins read
How investors should navigate the S&P 500 likely trailing bonds and inflation for the next decade, according to Goldman Sachs
The best-performing portfolio may be based on a strategic tilt that factors in macroeconomic shifts.
Laila Maidan
2 mins read
Top Wall Street analysts are boosting stock market forecasts as the bull market charges on
Goldman Sachs, UBS, BMO, and Deutsche Bank have raised their S&P 500 price targets in recent weeks …
Kelly Cloonan
2 mins read
Goldman Sachs bumps its S&P 500 price target for the 3rd time this year as it sees higher corporate profits ahead
Goldman Sachs initially set a year-end S&P 500 price target of 4,700, but has since raised its fore…
Matthew Fox
1 min read
Top Wall Street strategists say a strong jobs report will kick off a rotation into lower-quality stocks
Goldman says a strong report would prompt investors to price in smaller odds of further labor-marke…
Kelly Cloonan
2 mins read
The S&P 500 falling 5% has historically been a good buy-the-dip opportunity, Goldman says
The biggest question for investors is whether a recession is imminent or not. If it's not, then the…
Matthew Fox
2 mins read
Investors are about to find out if the mega-cap tech rally is over
Analyst sales growth revisions was the key indicator that identified when the 2000 dot-com bubble w…
Matthew Fox
4 mins read
Wall Street is bullish on stocks for the 2nd half of the year. Here are each firm's exact forecasts.
Here's a round up of some of the most bullish strategists on Wall Street and their predictions for …
Matthew Fox
1 min read
Investors are best off owning stable-growth stocks amid recession risks and should target these 3 sectors, says Goldman stock chief
David Kostin told CNBC that investors should focus less on balance sheet strength amid recession ri…
Brian Evans
2 mins read
Stock market today: Mega-cap tech drives S&P 500 and Nasdaq to record highs
Shares of Microsoft, Apple, and Broadcom all surged between 1.5% and 5% on Tuesday while Nvidia, Am…
Matthew Fox
2 mins read
Stock market today: Indexes dip as traders take a breather after record-setting week
Goldman Sachs boosted its year-end S&P 500 price target to 5,600, while Evercore ISI raised its tar…
Matthew Fox
2 mins read
Goldman Sachs cuts its S&P 500 year-end target to 4,900, saying 7 Fed rate hikes will weigh on stocks
"The macro backdrop this year is considerably more challenging than in 2021," Goldman analysts said…
Harry Robertson
1 min read
The stock market has peaked and will trade flat for the rest of 2024, Goldman equity chief says
The S&P 500 has breached Goldman's year-end target of 5,200. The bank's aren't showing much more up…
Filip De Mott
2 mins read
Markets aren't prepared for the price swings that could follow a too-close-to-call election, Goldman says
It's not a matter of who wins the election that matters, but rather when they win the election that…
Matthew Fox
1 min read
Higher taxes, not a slowing economy, are the biggest risk to stocks going forward and will erode profit growth, Goldman says
Goldman Sachs says markets aren't pricing in the risk of higher corporate taxes in 2022.