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Read "Why Goldman Sachs Is Bullish, Sort...

Author: /time Magazine | Title: Too Much Profit at Goldman and Morgan? | 7/27/2009 | See Source »

...these days that some of the most bullish things driving stock prices are not facts but opinions. Earlier in July there was a nice market bounce, thanks to bullish comments by long bearish analyst Meredith Whitney. On Monday, July 20, it was an opinion coming from the investment-strategy team at Goldman Sachs, which reported that the firm was raising its estimates for what companies in the S&P 500 would earn this year and next...

Author: /time Magazine | Title: Why Goldman Sachs Is Bullish, Sort Of | 7/20/2009 | See Source »

...just the banking-stock group that benefits by offloading its weaklings. A stock sector known as "consumer discretionary," which includes everything from automakers to fast-food retailers, is enjoying a more bullish earnings outlook too, thanks - you guessed it - to the dropping of GM stock, which had been a load of lead on the sector's profitability. As a result of offloading GM, earnings for the group are expected to rise...

Author: /time Magazine | Title: Why Goldman Sachs Is Bullish, Sort Of | 7/20/2009 | See Source »

...other sobering note in Goldman's bullish report today is the clearly stated anxiety over next year's economy. "Although our current economic outlook is for below-trend growth through 2010, the risk of a 'double-dip' recession remains significant," the report notes. That said, Goldman Sachs raised its year-end price target for the stock market 13%, sending a strong message to institutional investors to not sit on their hands, even in the face of major uncertainties. Among the stock groups Goldman favors: energy, basic materials, financials and technology...

Author: /time Magazine | Title: Why Goldman Sachs Is Bullish, Sort Of | 7/20/2009 | See Source »

...Cooperman expects the months ahead to be characterized by a trading-range market, with a lot of backing and filling. But in fits and starts, he believes, it will edge higher over the next 12 months. Perhaps it's a mark of these unusual times that such a modestly bullish forecast felt bold; it's another such mark that professional investors are just as skittish about the market as the little...

Author: /time Magazine | Title: Is the Stock Market Cheap or Expensive? | 6/25/2009 | See Source »

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