Sandbox Financial Partners: It’s really hard to beat the market, plus earnings season, stock buybacks, and geographic revenue exposure, 2024

Article from Sandbox Financial Partners’s Substack newsletter discussing a multitude of things, and touching on Goldman Sachs view of of stock buybacks.

Excerpt: “After falling 14% in 2023, Goldman Sachs expects U.S. share buybacks to total $925 billion in 2024 (13% YoY growth) and exceed $1 trillion (16% YoY growth) for the 1st time in 2025, driven by strong earnings growth from technology companies and looser financial conditions as the Federal Reserve looks to cut interest rates.”