Macro: Portfolio Strategy
Michael Goldstein of Empirical Research Partners lands in second place for a third year running; he also tops the roster in Quantitative Research. In January, Goldstein predicted that the rally in consumer stocks — which had soared 56.9 percent in the preceding 12 months — was coming to an end, as the wealthiest and biggest spenders would suffer most from declining real estate prices.
September 28, 2010