First, the bad news.

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So when you think about the framework

for forecasting equities, you've got the economy,

you have earnings, you have valuation,

and you have money flow.

And all four of those are generally supportive

of an equity market that's likely to move towards

4,300 at the end of this year.

Welcome to the Baron StreetWise podcast.

I'm Jack Howe.

The voice you just heard, that's David Costan.

He's the chief US stock strategist at Goldman Sachs.

And when he says 4,300 at the end of this year,

he's talking about his target for the S&P 500 index.

It means he expects the US stock market

to rise another 9% this year,

...