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Exceptionally Positive Week for COVID-19 Daily Case Data
September 11, 2020

In this strategy briefing…

This week has been an exceptionally positive week in COVID-19 daily case data. For each of the last four weekdays, cases have been down vs 7 days ago and despite some expected backlog for the long ... – Tom Lee's Equity StrategyRead more
Our latest review shows that the impressive recovery in our earnings revisions work has finally cooled, somewhat. After a nearly uninterrupted period of improvement from 3/20 through early September, it’s not surprising that a pause ... – Alpha CityRead more
A hedge fund portfolio manager highlighted an interesting observation to me this week that I believe investors should be paying close attention to as markets transition through this historically volatile time of the year. To be clear, ... – Technical StrategyRead more

FSInsight Investment Views

Near Term View: Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target: 3,525 (YE P/E 18.3x · 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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