How MKM Strategist Jim Strugger Is Trading Caterpillar

The video discusses the early stages of the earnings season, focusing on financials and trading revenue, particularly for Goldman Sachs and Morgan Stanley. It explores the potential impact of Goldman Sachs' transition on its stock. The video also outlines a trading strategy for Caterpillar, using earnings as a catalyst and analyzing sector performance and EPS estimates.

What is the expected outcome for Goldman Sachs' trading revenue based on the discussion?

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What strategy is suggested for trading in the financial sector?

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