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.
Invest around exports and residential fixed investment since that's where U.S. growth will happen most.
Don't bet against U.S. labor, its a better deal than ever for companies.
Remember, not all commodities act alike. Metals are what benefit most from the BRICs.
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.
Source: Goldman: 'Global Themes and Risks, February 2010
See the rest: Read The Goldman Sachs Guide To Surviving 2010
Disclosure: No Positions