Leading the new pack of bulls who forecast a big leap in the U.S. economy and the stock market are the economists and analysts at Goldman Sachs. And they've a compiled a large batch of their "best-idea" stocks that they're convinced will outperform the market in 2011.
The market's recent volatility might make defensive investing seem appealing. But S&P Equity Research analysts caution that focusing too much on defensive sectors could have negative repercussions as well. Here's how to play smarter defense.