COVID-19 UPDATE: COVID-19 is in "full blown" retreat in USA. If inflation risk rises in 2021, winners are: asset heavy + cost savers (automation > employees) + bulk > boutique (see below)

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

We are shifting to a 4-day a week publication schedule:

  • Monday
  • Tuesday
  • Wednesday
  • SKIP THURSDAY
  • Friday

STRATEGY: Inflation risk rising = new playbook = asset heavy + automators + bulkCOVID-19 cases are collapsing in the USCOVID-19 cases in the US are collapsing. We are through the holiday distortions, so the daily case figures this week are "clean" and if they are falling, then this is an organic retreat.- Daily cases 7D d...

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)

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

Events

Trending tickers in our research

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