Goldman's Kostin Sees S&P 500 Climbing Towards 3,000 in 2019

The video discusses recent stock market trends, highlighting the SP500's movement and economic indicators. It explores investment strategies focusing on portfolio quality and sector performance, particularly in technology and utilities. The video also covers earnings revisions, market valuation, and the impact of tax cuts, providing insights into future economic growth and investment opportunities.

What was the SP500 trading at last Monday evening?

• 3000

• 2650

• 155 thousand

• 2800

What is the baseline forecast for the US stock market by the end of 2019?

• 2650 on the SP500

• 2500 on the SP500

• 3000 on the SP500

• 2800 on the SP500

What is a potential outcome that some clients anticipate for 2020?

• A new tax cut

• Stable economic growth

• A recession

• A market boom

What is a key strategy in the current market environment?

• Investing in high-risk stocks

• Focusing on recurring revenue

• Avoiding technology stocks

• Increasing leverage

Which sector is considered less sensitive to economic trends?

• Materials

• Healthcare

• Technology

• Utilities

What was the impact of the tax cuts on earnings revisions in 2018?

• Dramatically positive revisions

• Negative revisions

• No impact

• Slightly negative revisions

What is the expected revenue growth for most companies next year?

• 10%

• 2%

• 4.5%

• 6%