What Irrational Exuberance Might Look Like…

Here are 3 slides from the latest « Where to Invest Now » published by Goldman Sachs’s David J Kostin and team. There sum up his views on US equity market going into 2018 and the most interesting one is the following, because it helps understand what an « exuberant » market would look like, if history was to repeat itself.

The following two slides are the open statement with views on the asset class and sector recommendations.

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