COVID-19 UPDATE: Few signs wave 1 and wave 2 epicenters seeing "new wave" of cases. 3Q2020 highlighting dramatic operating leverage of "epicenter stocks"

Click HERE to access the FSInsight COVID-19 Daily Chartbook.

STRATEGY: While markets await Election day, signs of operating leverage in 3Q2020Taking stock of 2020 so far, in my opinion, COVID-19 is the most important macro story and in some ways, more important than fiscal stimulus and in some aspects, more important than the Fed (Fed can't cure COVID).  What has been lost in the past few weeks (into 2020 Presidential elections) is that 3Q2020 earnings have been pretty good.  O...

Finish reading this report for free

Enter your email and we’ll send the paywall-free link directly to your inbox

In addition to your unlocked report, you will receive our weekly market newsletter FSI Snapshot, as well as occasional updates and offers from FS Insight. You can unsubscribe at any time. For more information, see our privacy policy.

Get unlimited access to Tom Lee’s Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In