Goldman's Kostin Turns Bearisher, Suggests More Defensive Mix Of Stocks

Tyler Durden's picture

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HelluvaEngineer's picture

Hmmmm 1200 > 1122.   Is this more ObaMath?

bada boom's picture

No, no.  It's just time to CYA.

Pillage's picture

Retails to suck in August as auto units decline amid lower prices for year end closeouts. Unwanted inventory builds. Should make for a plus ten on the S&P today *sarcasm off

TooBearish's picture

Best buy misses on top line guides higher BUY EM

Paper CRUSHer's picture

With regards to the telecom sector I've noticed Vodafone's been pushing higher over the last few months.How much more steam is left in this sucka?

MarketFox's picture

Deflation will be the name of the game until wages dramatically increase....

So when is this going to happen ?


Deflation....until it does....


And thus as long as govt. debt increases to aid in preserving "what used to be"....

the US will remain in a deleveraging deflationary spiral.....


The bonds are already telling you this....



One of the best first moves by the govt. is to allow for debt destruction....

A high % of the debt is only viable due to accounting fraud anyway......


MiningJunkie's picture

The Zimbabwe Rally drives forward! Replacement costs of Plant and Equipment accelerate when the currency is getting slogged by Uncle Sammy's Print Shop. BUY BUY BUY...

williambanzai7's picture

Who are these "strategists" and what are they telling their computer traders?

old_turk's picture

That is the $64 trillion question!

99er's picture

Chart: ES

My target is 1070. Good luck, folks.

SoCalBusted's picture

Here is my list of defensive stocks...