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Stocks Slide 2% on Trade Fears, Weak Data, Powell Comments
May 15, 2020

In this strategy briefing…

It was a see-sawing week that ended down. Stocks finished a little more than 2% lower, with much of the blame going to the Federal Reserve. Fed chairman Jerome Powell reminded investors that things don’t look so ... – The Wall Street DebriefRead more
The most obvious reality regarding the coronavirus (COVID-19) outbreak is that nearly everyone would agree there is much uncertainty. There is no playbook for a pandemic. And 10-, 20- and even 50-yr datasets are not so useful, ... – Tom Lee's Equity StrategyRead more
The market’s conductor spoke, and when it comes to the Federal Reserve, investors drop everything to hear what the chairman says. Speaking at virtual event at the Peterson Institute of International Economics on Wednesday, Jerome Powell again ... – Fed WatchRead more

FS Insight Investment Views

Near Term View: There is more certainty than consensus realizes, Best time to invest in S&P 500 is when PMIs < 43
‘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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