Where to Invest; a Story Brought to You by the Good Folks at Goldman Sachs (GS)

It's always helpful to hear strategy from the guys who advise our government financial leadership, so courtesy of marketfolly below is a top down macro overview by the boys from Goldman Sachs (GS). More graphs and figures than you can shake a stick at....

While it is nice to see some sort of fundamental justification, I have put out a competing research report myself. Since I tend to be a K.I.S.S. type of person, it consists of 3 lines: When the dollar falls, buy anything irrespective of fundamentals ... and win. When the dollar rallies, vice versa. Rinse, wash, repeat.

Title of the piece is: "Where To Invest Now: Sustainability Of Rally Depends On Final Demand"

[note: hit full screen option, makes it much easier to read]


Goldman Research Where to Invest