Tag Archives: David Kostin

Now Goldman is Bullish

Two weeks ago, on March 31, I sent you an email with the subject: “Goldman is bearish, so what?” The Kelly Letter had just followed its quarter guidance—enormous buy signals across the board—and some subscribers were worried that it had done so right into the maw of a crash foretold by none other than Goldman […]

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Goldman is bearish, so what?

Our first-quarter rebalancing went without a hitch yesterday. We locked arms and held the line. Nobody in our group sells low. By chance, the market rose immediately after we bought. I have since received emails wondering if I think it will be all up from here, that the stock market is already looking ahead to […]

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