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Bear Market Deepens; Fed, Govt Unleash Blizzard of Stimulus
March 20, 2020

In this strategy briefing…

It was an ugly week, perhaps one of the worst I’ve experienced in some time, and I’ve lived through every one since 1974. If you’d awakened from a month-long slumber to find the stock market now down ... – The Wall Street DebriefRead more
Over the past month, equity markets and financial assets broadly, have been attempting to price in the dual shock of a pandemic and the sudden collapse in oil prices, the latter a huge negative for the energy – Tom Lee's Equity StrategyRead more
The Federal Reserve has shot its bazooka. We’ll see what it accomplishes in the next few months. You can’t tell by the most recent wild week in U.S. stocks. For more on this see page 1. ... – Fed WatchRead more

FS Insight Investment Views

Near Term View: Panic by US households/markets, while disruptive, likely to limit the COVID-19 spread. Case peak remains key bogey for markets.
‘20 Target: 3,450 (YE P/E 17.9x · 2021 EPS $193)
Style: High Quality
Granny shots: GOOG, AAPL, AMP, PYPL, NVDA, CSCO, XLNX, FB, MNST, VRSN, DE, QCOM, KSU, EXPE, MXIM, MSFT, TTWO, ROK, DOV, PSX, BKNG, EBAY, EMR, TSLA, AXP, BF/B, PM, GRMN
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