$Goldman Sachs (GS.US)$ 600

$Goldman Sachs (GS.US)$
Food Tech Giant GrubMarket Hits $3.5B Valuation with New AI Innovation

$Goldman Sachs (GS.US)$ The bank stocks are about 10-20% more expensive than their 2019 level. However, it might be argued that the quality of banks’ earnings have been improved significantly, and their sizable EPS growth in recent years warrant a higher P/E. Without the threat of a recession, I tend to agree with these arguments. GS’s concensus EPS in 2025 is 46.45 and the forward P/E~11.8 still appears cheap.

The oil market $United Sts Brent Oil Fd Lp Unit (BNO.US)$ is currently experiencing a pronounced wave of pessimism, with bearish positioning reaching levels not seen since March 2020. This shift reflects growing concerns over macroeconomic uncertainties, geopolitical risks, and structural imbalances in supply and demand dynamics. The sentiment, as captured by investor surveys and positioning data, underscores heightened skepticism about the near-t...

$Goldman Sachs (GS.US)$  no rebound  yes that"s the way

$S&P 500 Index (.SPX.US)$ surged to a record 5,969.34 last Friday, capping off a remarkable 25.2% gain for 2024. Yet, a surprising paradox emerges: investor sentiment is at its weakest in years. According to the American Association of Individual Investors (AAII), the bull-bear spread has dropped to -15.3%, its lowest level since March 2022. Only 25.7% of retail investors are bullish, while 41% remain bearish—a stark contrast to the market's soaring performance.
This disconnect between market hig...

$Goldman Sachs (GS.US)$
again

US stocks fall from their record highs. Investors trim this year’s best US-performing stocks and move into China tech
This year's best US performers such as Super Micro Computer $Super Micro Computer (SMCI.US)$, CVS $CVS Health (CVS.US)$, and Palantir $Palantir (PLTR.US)$ are seeing selling pressure. While investors are moving their profits into overseas mark...

$Goldman Sachs (GS.US)$  look at the downside omg