David Kostin, the Chief US Investment Strategist at Goldman Sachs was on CNBC this morning to explain their recent shift to what can only be described as a raging bullish position on 2011. It’s interesting to note that their 2010 macro outlook was largely correct, however, their actual 2010 trades were far more mixed:
Source: CNBC
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
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