January 22, 2021

In this strategy briefing…

The S&P 500 closed last Friday at 3,768.25 and closed at 3,841.47 this afternoon. The week started out promising enough when Goldman Sachs shattered expectations. Other financial earnings appeared to show ... – The Wall Street DebriefRead more
Dr. Anthony Fauci gave his first President of the Biden administration. He preliminarily confirmed what tireless Ken’s data has been showing; that the virus appears to be ‘plateauing ‘ in the United States. This confirms what tireless ... – Tom Lee's Equity StrategyRead more
This week we released both our 2021 Year Ahead Outlook research report as well as our Outlook Webinar, which was f of actionable conclusions for investors. Today, we wanted to invite you to Watch The Replay, and ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View:Overweight Assets with Positive Beta to “Inflation Risk Premia”
‘21 Target:4,300 (YE P/E 21.1x · 2022 EPS $204)
Granny shots:GOOG, AAPL, CSCO, XLNX, GRMN, MSFT, MXIM, LEN, KLAC, MNST, OMC, GWW, INTC, LOW, AMZN, EBAY, TSLA, PYPL, AXP, BF/B, PM, NVDA, QCOM
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