Goldman: Sell Smoke 'em if you got 'em.

Goldman Sachs basically downgrading the US economy, saying there's a 45% chance of a US recession next year, and turns neutral on integrated oil and oil service ['oil service' corrected from earlier 'refiners' sorry.], among other things.

Oh, but they figure everybody will be stressed out enough that they'll smoke more. Think MO. Actually, that stock just makes money no matter what happens, even as they kill their best customers. I digress..

CNBC: Goldman Turning Bearish on US.

More available here.