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Stocks Rise Despite 20 Mln Job Losses; ‘Less Bad’ than Feared
May 8, 2020

In this strategy briefing…

With the way the market recovery’s been going, you aren’t going to be surprised that U.S. stocks were up more than about 3% last week, are you? But what if I told you that the Standard ... – The Wall Street DebriefRead more
While there is no playbook for navigating a pandemic, (as we have stated several times over past few months), as states begin to ease restrictions it will be important to track activities they are “easing” and the ... – Tom Lee's Equity StrategyRead more
The message from the Federal Reserve Bank last week was twofold: First, with a bit of luck, the U.S. economy might pull out of its swan dive by the end of 2020. Well, ok, that’s something ... – Fed WatchRead more

FS Insight Investment Views

Near Term View: Major COVID-19 Case Deceleration, Curve Flattening Seen, 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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