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Stocks Fall Again on Undimished COVID-19, Economic Worries
April 3, 2020

In this strategy briefing…

Another distressing week has ended, and best we can say is that at least the pain has eased for the weekend. Not only was it an up and down week session by session, but intraday trading also ... – The Wall Street DebriefRead more
Although markets are down broadly, there is less of the "sell everything" panic feel. The White House has spoken of 100,000- 250,000 total U.S. deaths and a crisis peaking in 4-6 weeks, but the – Tom Lee's Equity StrategyRead more
The Federal Reserve took its biggest shot at easing monetary conditions in mid-March by lowering the Fed funds rate to zero, but there are other programs it can and likely will do. For example, the central ... – Fed WatchRead more

FSInsight 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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