The bond market has entered a financial twilight zone, and at this point, there doesn't seem to be a smooth way out.Market Insiderread more
Trump said he has "been thinking about payroll taxes for a long time" — and he cautioned that "whether or not we do something now, it's not being done because of recession."Politicsread more
After Elon Musk touts Tesla solar on Twitter, Walmart sues the electric vehicle and clean energy company over store rooftop panels that ignited.Technologyread more
Market bull Jeff Saut told CNBC on Tuesday that the lows are in and the market is headed "much higher."Marketsread more
Urban Outfitters reported earnings and same-store sales for the second quarter that beat analyst expectations, while revenue fell short.Retailread more
President Donald Trump believes he has quite the bargaining chip with the European Union.Marketsread more
Some Apple employees have become disillusioned with the group's culture, where some have thrived while others feel sidelined.Technologyread more
The United States does not have a defense against hypersonic weapons, which can travel at least five times the speed of sound, or a little more than a mile per second....Defenseread more
President Donald Trump renewed calls Tuesday to readmit Russia to the G-7 ahead of the group's summit in Biarritz, France, this weekend.Politicsread more
Biden has shown staying power at the top of a jammed Democratic field even as polling numbers for Sanders, Warren and Harris wax and wane.2020 Electionsread more
The FDIC on Tuesday votes to approve a five-agency revision of the post-crisis regulation known as the Volcker Rule.Financeread more
Market valuations are stretched right now, but investors looking to make money can find opportunity in value-oriented stocks, the chief equity strategist for Goldman Sachs told CNBC on Tuesday.
Mixed economic data had investors hunting for growth, but now the economy is starting to look better, David Kostin said in an interview with . "
"When the economic data starts to get better is when you want to own value, and value over time tends to outperform," he said.
Goldman Sachs is expecting the economy to grow at a 3 percent rate this year.
"Goldman Sachs research analysts who cover those stocks have a 'buy' rating with meaningful upsides greater than the upside than I have in the forecast for the overall market," he said.
Kostin expects the overall market to rise roughly in line with earnings, with the hitting 2,100 by the end of the year.
In addition to value names, U.S. companies that are generating revenue domestically are a "critical" component of a portfolio, he said.
That's because the U.S. economy is growing much more rapidly than Europe's and Japan's, he said.
"If you are a company selling into those end markets, your volumes are just greater," Kostin said. "On a translation from a price perspective, competition exporting and translating those foreign earnings would make it better to own U.S. companies selling domestically."
Read More Cramer: This stock is on the right track
Disclosures: AIG, DAL, GM are clients of Goldman Sachs