From A Cyclical Start To A Defensive Finish - Goldman's David Kostin Tells Clients Where To Shove Their Money

A presentation by Abby Joseph Cohen's replacement on where Goldman's clients should put their money. To be taken with the usual airplane carrier full of salt, and dodecatuple reverse psychology. The core theme of the presentation: BRIC, BRIC, BRIC, cyclical, cyclical, cyclical. Remember Wall Street lesson 101: whatever Goldman's clients are buying, Goldman is selling.



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