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The Goldman Sachs Guide To Surviving 2010

|Includes: Goldman Sachs Group Inc. (GS)
Read The Goldman Sachs Guide To Surviving 2010

Here's a cut of key slides we pulled from Goldman's massive February 'Global Themes and Risks' presentation pack.

Consider it a piece of Goldman's investor map for 2010.
 


Chart

Invest around exports and residential fixed investment since that's where U.S. growth will happen most.
Invest around exports and residential fixed investment since that
Don't bet against U.S. labor, its a better deal than ever for companies.Don

Remember, not all commodities act alike. Metals are what benefit most from the BRICs.Remember, not all commodities act alike. Metals are what benefit most from the BRICs.


Energy and precious metals commodities look best for 2010.Energy and precious metals commodities look best for 2010.

Don't bet on high inflation, it will remain very low in 2010. So bet on that.Don


Source: Goldman: 'Global Themes and Risks, February 2010


See the rest: Read The Goldman Sachs Guide To Surviving 2010

Disclosure: No Positions