nice calls. 10/24/2005 08:29 Goldman believes the pull-back in energy sector is only temporary Goldman Sachs says that despite a 15% pull-back quarter-to-date, Energy remains the top performing sector in the S&P 500 with a 21% YTD return vs. a 2% decline for the market. Firm believes the pull-back is only temporary. Much of the demand decline is likely involuntary, stemming from a scarcity of inventories. Even if low demand persists, major refinery and production shut-ins should keep markets tight, prices high, and corporate profits flush. 10/21/2005 08:35 Base Metals: Higher China growth forecast and supply disruptions to extend the metals cycle - Goldman 3/31/2005 08:42 "Super spike" period may be upon us - Goldman Sachs Goldman Sachs believes that oil markets may have entered the early stages of a "super spike" period -- a multi-year trading band of oil prices high enough to meaningfully reduce energy consumption, and recreate a spare capacity cushion only after which will lower energy prices return. Firm says resilient demand has caused them to revise up their super-spike range to $50-$105 per bbl from $50-$80 per bbl, and they see as much as 80% total return upside to super spike-adjusted peak values, and are comfortable recommending that investors add to positions in the sector. Top picks remain XOM, AHC, BBG, DVN, ECA MUR, NFX, PXD, PCO, STR, and SU.