The Goldman Guide

Originally published as a newsletter from 2010-2016, we re-launched The Goldman Guide in January 2023 as a free weekly audio/video podcast with a companion newsletter version. These varied formats allow our subscribers to utilize their preferred method of learning about our investment, economic, sector, equity, and crypto insights.  This non-sponsored content seeks to provide subscribers with detailed data, perspectives and opinions in an action-oriented, straight to the point approach. The podcast and newsletter are produced by Goldman Small Cap Research and are led by Founder Rob Goldman. Occassionally, there may be contributions from the GSCR contributor team, as indicated.  No companies mentioned in this podcast or newsletter are current or prior sponsored research clients of the Company or its parent.  



How To Play September
Written by Rob Goldman   

While some feel the market is primed to rise this fall, we believe some more pain is ahead, and here is why and what you should do to head it off at the pass.

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Wall Street Can Be Brutal
Written by Rob Goldman   

In this week’s edition of The Goldman Guide we highlight why you need to have some exposure in your stock portfolio to Europe, along with what may be an interesting takeover play following the death of one of Wall Street’s most iconic figures.

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Smart Money Rotates into Tortoise Stocks Right Now
Written by Rob Goldman   

See why valuations are way too high, but it is not a cause for panic, despite some doomsayers.

Moreover, now is the time to buy what we call “Tortoise Stocks”, which are boring small cap listed stocks that are undervalued and will be the beneficiaries of a rotation as investors fear the high-flying,  “way too high” valuation stocks.

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Beware the Financial Wolves
Written by Rob Goldman   
I was hesitant to write this week’s edition of The Goldman Guide. In fact, I had no fewer than 5 re-writes. Instead of the usual newsletter I have elected to write you letter. The topic is that important.
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Not Reading This Is Harmful To Your Wealth
Written by Rob Goldman   
I bet some of you missed us last week. Sorry we were unable to publish the Guide as both Aaron and I were traveling. Never fear. In this week’s issue we come back with a vengeance.
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Our Top 14 Predictions for 2014
Written by Rob Goldman   

It is not secret that this week’s trading is likely to be lower and choppy given the mid-week holiday and many of you are likely preparing for travel. With this backdrop, we give you Our Top 14 Predictions for 2014, along with a review of our 13 predictions from last year. As is the case each year, our predictions include sports, politics, and entertainment.

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Investing is Like Baseball
Written by Rob Goldman   
Of course an edition of the Guide would not be complete without our picks for the best sectors in the near term and 2 NYSE-traded stocks that are poised to make big moves higher. In fact, one of these stocks is a clear takeover target that is under significant accumulation---and the fun is just beginning. We are on a bit of a roll with many of our recent listed stock picks and RadioShack (NYSE – RSH) is an example of this reaching a 13% gain after last week’s profile.
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Ugly Ducklings Are Big Winners
Written by Rob Goldman   
What do you do when the stock market is up over 6% to new highs in just 2 weeks? Buy ugly duckling stocks. They are usually the next wave and can provide huge returns.
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An Investment Secret
Written by Rob Goldman   
This week we highlight a dirty little investment secret that most people think is a negative when it is really a positive, especially for the near term.
Also, check out these graphs and tables that show how small is the best place to be and has been for 10 years. Finally, we review our 3 picks last week (one hit a new high up 11%, the other hit a new high by jumping 60 %.) and update a NASDAQ biotech story that is on track to make injectable insulin a thing of the past as they have an oral insulin drug that is entering advanced clinical trials.
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Bonus for the Short Week
Written by Rob Goldman   
If you are seeking a couple of trades and an awesome M&A bonus for this short week, read on. Two of them are May 2013 30-30 picks (one just hit the 30-30 mark) and the other is a biotech sure to climb after turning down a cash offer that represented a 40% premium to its stock price. It could nearly double from its Friday close when it is all said and done.
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