From BusinessInsider: Goldman portfolio strategists Peter Oppenheimer and Matthieu Walterspiler are out with a doozy of report, basically presenting a big bullish case for stocks, relative to bonds.
Undoubtedly this is going to be the story of the day, and will be discussed quite heavily.
The report is titled The Long Good Buy; the Case for Equities, and it essentially makes an equity-risk premium argument that stocks are just impossibly cheap relative to bonds, and that the scenario currently being priced into the markets is just unrealistically negative... even with the bug runup in stocks since early 2009…..
Read more: http://www.businessinsider.com/goldman-the-long-good-buy-the-case-for-equities-2012-3#ixzz1plojYFXB
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