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ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

by Tyler Durden Sunday, Jun 27, 2021 - 08:50 PM Halfway through 2021, the S&P 500 closed at an all time high and stands just 1% below Goldman's year-end price target of 4300. So far so good, but as the bank's chief equity strategist David Kostin concedes, his forecasts are conditional on macro assumptions: "Inflation will diminish, interest rates will rise, and a portion of President Biden’s fiscal plan will pass into law." And, as Kostin writes in his Weekly Kickstart note, "this future is not guaranteed" and as a result, Kostin's recent client discussions have focused around the risks to ...

by Tyler Durden Sunday, Apr 11, 2021 - 08:10 PM Summarizing investor sentiment in his Weekly Kickstart note, Goldman's David Kostin writes that three macro issues dominated investor discussions about the US equity market since the start of the year: rates, inflation, and taxes. Not surprisingly, interest rates have been the most important of these topics. In a rising interest rate environment, short duration outperforms long duration in both fixed income and equities and sure enough, of all Goldman thematic baskets, duration has been the best long-short trade, posting a +25% return since th...

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero