January 29, 2021

In this strategy briefing…

The S&P 500 closed last Friday at 3,841.47 and closed at 3,714.24 this afternoon. This was the worst weekly performance since October’s pre-election jitters. It was certainly a wild ... – The Wall Street DebriefRead more
COVID-19 Progress has been mostly positive. Novavax and Johnson & Johnson both made progress on vaccines. AstraZeneca-Oxford’s vaccine was also approved by a European regulator. US daily cases are in a downward trajectory and ... – Tom Lee's Equity StrategyRead more
Yet another record making week – The bull market of the March 2020 crash has already notched a number of records that history students will study for years to come. This past week only added to the story ... – Daily Technical 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:AAPL, CSCO, INTC, MXIM, NVDA, EBAY, KLAC, GRMN, GOOG, MNST, MSFT, AMZN, QCOM, TSLA, PYPL, AXP, BF/B, PM, XLNX, TGT, PG, XOM, VLO, GL, RF, ATVI, BBY, GE, AMAT, LRCX, MU, HPQ
Additions:TGT, ATVI, BBY, AMAT, LRCX, XOM, VLO, GL, RF, GE, PG, MU, HPQ
Deletions:LEN, OMC, GWW, LOW
Disclosures (show)

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