More active managers are beating the stock market again thanks to the trade war: Goldman Sachs

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Mutual funds are having one of their best years since the financial crisis, with 42% of large-cap active mutual funds outperforming their benchmarks so far in 2019, well above the 34% rate averaged during the last decade

 

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Active managers are beating the market again and Goldman has a strategy to ride their coattailsActive managers are having a breakout year and Goldman Sachs has a way to mirror their strategy.
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Trading a Trade War: ‘Markets Don’t Appear Ready for That’How do you trade a trade war? A previously abstract question is becoming more pressing for investors as U.S.-China trade relations fray. Here are ways they are adapting. The market will soon adjust to the trade war. It's gotta be done...China has ripped us off blind for decades. Without SERIOUS resistance, they will continue ripping us off. Look at the architecture in Shanghai, for God's sake. Why haven't American cities been modernized? Where is our leadership and innovation?
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The stock market punished earnings misses more than it rewarded earnings beatsFirst-quarter earnings season is virtually in the books. A look back shows stock-market investors were in a mood to punish shares of companies that... Is it ever otherwise? As they say, 'bulls take the stairs, bears take the elevator.' Like always What the hell does John Malkovich have to do with it?
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What’s the main driver for the stock market: trade, earnings or the Fed?U.S. stocks on Friday wrap up a Byzantine journey into negative territory, a period that began with the worst day for stocks since January, but was followed by sessions marked by uncanny intraday swings that helped equities to limit losses.
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GOLDMAN SACHS: These 16 stocks will get crushed on a sharp market pullback. Here’s a dirt-cheap way to profit from their demise.Goldman Sachs has identified 16 vulnerable stocks that have low free cash flow, and whose hedges looks cheap relative to the broader market.
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Markets Right Now: Stocks drop on trade worriesMARKETS: Stocks are falling on Wall Street as investors again worry about whether the U.S. and China can settle their dispute over trade. trump blew it again. Sad. It was rising til you guys started talkung about it. 🙈🙈🙈
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