Trade war or not, there is always a bull market somewhere.
Goldman Sachs is particularly keen on four investment theses right now: companies with strong sales growth, financials like JPMorgan & Chase (JPM) , companies with strong balance sheets and companies with costs under control.
Goldman strategist David Kostin is out Thursday with a note calling for a 5% rise in the S&P 500 Index
Kostin's call is mostly rooted in a bullish outlook for corporate profits, despite modeling for a three-year growth slowdown starting in 2019. He expects minimal price-to-earnings multiple expansion for the S&P 500 Index next year.
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