March 6, 2020

In this strategy briefing…

There was a lot of sturm and then a lot of drang, with huge point moves up and down, and then the market finished the week 0.6% higher than where it was the previous Friday. Given ... – The Wall Street DebriefRead more
The market’s wide swings in both directions each day last week had the effect of focusing more and more investors on the worst case coronavirus scenario. The initial stock market reaction is not ultimate market reaction (and – Tom Lee's Equity StrategyRead more
Well, they went and did it. In the words of the astronaut George Taylor (played by Charlton Heston) at the end of the original “Planet of the Apes” movie, “They finally really did it,” he says, while ... – Fed WatchRead more

FS Insight Investment Views

Near Term View:Expect the S&P 500 to rally through early May, PMIs recovering, Inventory cycle bottoming,
‘20 Target:3,450 (YE P/E 17.9x · 2021 EPS $193)
Style:Cyclical + Value
Granny shots:GOOG, AAPL, AMP, PYPL, NVDA, CSCO, XLNX, FB, MNST, VRSN, DE, QCOM, KSU, EXPE, MXIM, MSFT, TTWO, ROK, DOV, PSX, BKNG, EBAY, EMR, TSLA, AXP, BF/B, PM, GRMN
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