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COVID-19 UPDATE: We still believe in Santa Claus (rally) led by Epicenter stocks. Ex-CA, it almost looks like Wave 3 peaking

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


Our 2021 Year Ahead Outlook will be released Thursday, December 17th at 3:00 PM EST

Joining us for a webinar, which will include the Fundstrat Macro Team.  The following topics will be discussed:   

• Overall macro and strategy outlook 2021
• Economic outlook, what can we reasonably expect for GDP growth?
• Where are we in this investment cycle and what themes will dominate?
• We discuss key policy risks and upsides 
• New investment themes
• Full EPS and sector outlook
Don't miss it!!!!

You must register in advance. 
Register here to attend --> REGISTRATION LINK

Should you have any questions, please do not hesitate to contact us at (212) 293-7140 or email


STRATEGY: We still believe in Santa Claus (rally), led by Epicenter stocksCOVID-19 Wave 3 remains pernicious and the same virus that killed so many Americans this year.  COVID-19 is also widespread in Wave 3, initially engulfing areas of the US previously unscathed, but in the past few weeks, COVID-19 has surged in all areas of the US.  In the midst of this, our base case was COVID-19 Wave 3 would not peak until Feb/Marc...

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