Many analysts, strategists, and economists forecast that the
U.S. is entering a long-term period of outperformance against Europe as the
eurozone deleverages and battles financial crisis.
However, Goldman Sachs equity strategists Christian
Mueller-Glissmann and Peter Oppenheimer think it's time to bet on a comeback in
Europe. In their latest note to clients, they make an unusual trade
recommendation – buy companies with exposure to the European economy and sell
companies with exposure to the United States….
To see their reasoning go to http://www.businessinsider.com/goldman-europe-stock-trade-2012-8
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