It looks like Micron is in for another beat when it reports earnings March 22nd, writes Goldman Sachs analyst Mark Delaney, but if you're a bit nervous about it, he offers a recommendation from a Goldman options strategist, Katherine Fogertey, that involves buying call spreads, to hedge your risk.
Authored by David Stockman via Contra Corner blog, The financial commentariat and the robo-machines are all in a tizzy this morning because Gary Cohn up and quit. But we say good riddance: The man gave Trump bad advice on nearly every...Show More Summary
When Donald Trump announced that he would "drain the swamp" by filling his cabinet with lobbyists, billionaires, and political operators, we all braced for an onslaught of rules that benefited the fattest of cats at the expense of everyone else, but Gary Cohn outdid himself. (more…)
The economic fallout of President Donald Trump's proposed tariffs on aluminum and steel imports is still unknown. But what's different about these tariffs — versus every president's going back to Richard Nixon — is the possibility of...Show More Summary
The former Goldman Sachs president is leaving the White House over disagreements with Trump on tariffs
Trump Treasury Secretary and former Goldman Sachs banker Steve Mnuchin isn't accustomed to facing direct challenges to his wild economic claims or protests over the GOP tax plan he helped craft, and after experiencing both during an event at UCLA's Burkle Center on Monday, Mnuchin demanded that video of his appearance be suppressed. Show More Summary
Wide-reaching corporate tax cuts have stock investors wondering which companies will benefit most. Goldman Sachs has singled out 16 companies as offering the most reinvestment growth, a characteristic of companies that have historically...Show More Summary
If Goldman Sachs wants to be the Google of Wall Street, it seems that JPMorgan wants to be Amazon. At an investor day presentation, CFO Marianne Lake set out the bank's "Digital Everywhere" strategy, while CEO Jamie Dimon mentioned Amazon...Show More Summary
Sharmin Mossavar-Rahmani is the CIO of the Private Wealth Management Group at Goldman Sachs where she guides the investment strategy for clients with over $10 million in assets. Mossavar-Rahmani joined Business Insider's Sara Silverstein to discuss cryptocurrencies. Show More Summary
A widely-accepted tenet of stock investing is that so-called "yield proxy" stocks falter in an environment where interest rates are rising. To the contrary, Goldman Sachs argues there's a segment of the high-yielding stock universe that...Show More Summary
DJ D-Sol (Goldman Sachs co-president David Solomon) continues to spin.
US 10-year Treasurys have been mired in a bear market for an extended period, but Morgan Stanley says the worst has already passed. The firm's newly bullish outlook on Treasurys conflicts with recent bearish commentary floated by both...Show More Summary
Sharmin Mossavar-Rahmani is the CIO of the Private Wealth Management Group at Goldman Sachs where she guides the investment strategy for clients with over $10 million in assets. Mossavar-Rahmani joined Business Insider's Sara Silverstein to discuss Goldman Sachs' 2018 Investment Strategy Group Outlook. Show More Summary
Goldman Sachs has been searching for the parts of the stock market poised to benefit most from Republicans' tax law. The firm has narrowed it down to the companies expected to spend the most on reinvestment but takes it a step further...Show More Summary
The two American investment banks have been interested in what is considered in the Spanish real estate sector as a very good portfolio of land, ready to build more than a thousand homes in locations located in Madrid, Malaga and Granada Continue reading Goldman Sachs and Oaktree will compete for Iberdrola land valued at 100 million at Property Portal Watch.
During the recent correction, losses in the stocks most popular with hedge funds were muted, relative to the broader market. Goldman Sachs argues this is a positive sign for the health of the market, since it means the selloff was likely...Show More Summary
Former Goldman Sachs investment bankers Kevin Glynn and David Nolan quit the company to launch a homecooked dog food delivery service. They were initially backed by two of their Goldman bosses. After raising £1 million in funding inShow More Summary
Dropbox, the 11-year-old file storage service, filed to go public in a half-billion-dollar IPO led by Goldman Sachs, with 22.1 million common shares pledged to a program of restricted stock awards for founders, including CEO Andrew Houston.
Sharmin Mossavar-Rahmani is the CIO of the Investment Strategy Group at Goldman Sachs. She is responsible for the overall asset allocation and investment strategy within Private Wealth Management. In short she guides the investment strategy...Show More Summary