COVID-19 UPDATE: S&P 500 "breakout" now implies 4,300 in 1H2021 before any potential "correction"


Next week (3/15-3/19), Spring Break arrives for tireless Ken and for me.  

- Daily COVID-19 updates will be sent, handled by the data science team
- But no strategy commentary, nor analysis.
- If there is breaking market moves, we will send out FLASH INTRADAY as needed


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

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

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STRATEGY: S&P 500 "breakout" now implies 4,300 in 1H2021 before any "correction"President Biden delivered his first prime-time White House address on Thursday.  The two most prominent elements of this speech were:- ensure vaccine availability for all US adults by May 1.- return to normalcy by July 4thBoth are ambitious targets and if achieved, represent really important milestones.  The benefits of making vaccines available for all adults are obvious.  But a return to normalcy by July 4th is a big deal.  It means the White House is going to focus on getting buy in from governors and mayors to achieve this target.  Given the skepticism we find among investors regarding a reasonable chance to return to normalcy, if the White House aims for this, it is a positive surprise t...

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