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Stock Mkt Recovers From Late Week Doldrums to Rally 1.3%
July 31, 2020

In this strategy briefing…

There was enough bad news last week to depress even a Pollyanna, let alone most investors, and unnerve any stock market, too, it seems to me. And yet US equities managed to recover from late in the ... – The Wall Street DebriefRead more
As we close out the week, the best development is the recent sustained downturn in cases seen in the US (11 consecutive days cases down vs 7 days ago), and equally true of the current epicenter of ... – Tom Lee's Equity StrategyRead more
The medium-term backdrop continues to point to a choppy summer for technology. Weekly momentum indicators, which track 1-2 quarter swings, have moved from oversold levels in early 2Q to overbought levels in early Q3, and ... – Technical StrategyRead more

FSInsight Investment Views

Near Term View: Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target: 3,450 (YE P/E 17.9x · 2021 EPS $193)
Style: High Quality
Granny shots: AAPL, GOOG, GRMN, CSCO, XLNX, LOW, BKNG, EMR, HPQ, BWA, LEN, CF, MXIM, AMZN, EBAY, PG, NVDA, MSFT, MNST, TSLA, PYPL, AXP, BF/B, PM
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