November 2013

Goldman: Four Ways to Find Value in a Fairly Valued Market

From David Kostin’s GS Portfolio Strategy Research note this morning: Target: S&P 500 will rise 6% and reach 1900 at year-end 2014 Our forecast return reflects 8% growth in EPS to $116 coupled with an essentially flat forward P/E multiple near 15x. Looking further ahead, extended growth in sales, earnings, and the economy will lift…

The Robin Hood Investor’s Conference

Today we’re doing the Fast Money Halftime Report live from the first ever Robin Hood Investor’s Conference in midtown Manhattan. Robin Hood is a foundation dedicated to organizing and mobilizing the efforts and capital of Wall Street’s largest, most high-profile investors. They’ve given an ocean of money toward fighting poverty over the years and have…

Colin Quinn’s Epic Wall Street Rant

This went on yesterday morning. It’s scary how on the money a Wall Street outsider like Colin Quinn gets to the truth here. Pros: The degree to which you’ll be nodding your head will depend on how full of shit your job forces you to be in order to get through the day. The comedian,…