Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Goldman’s Reversal on Commodities in 2009 Caps a Bipolar Year; Caterpillar Cut to Sell (CAT)

Goldman has gone from from permabull (remember the $200 oil “super-spike” call from May?) to permabear in less than one year’s time. Earlier this year the call was for an average spot price for crude between $110-$120 through 2011; today the 2009 average spot was pegged at $45. In conjunction, Goldman is slashing estimates for [...]