Market Taking Wave 3 in Stride; Further Upside for Epicenter

December 4, 2020

In this strategy briefing…

Coming out of the first week of December, overall trends in both financial markets and even macro are mostly positive. And despite COVID-19 still expanding in Wave 3, albeit at a much slower pace, financial markets ... – Tom Lee's Equity StrategyRead more
Despite the ongoing election controversies and COVID-19 cases still rising, November was a great month for equity markets. The S&P 500 rose over 10% and reached all-time highs. And importantly, there were positive ... – Portfolio StrategyRead more
Bull market behavior - At the risk of stating the obvious, the surge in equities has been nothing short of impressive. The number of stocks participating on the upside continues to expand as more economy sensitive stocks either ... – Daily Technical StrategyRead more

FS Insight Investment Views

Near Term View: Health, Economic Data Point to Better 2H20 for Cyclicals, Value
‘20 Target: 3,800 (YE P/E 19.7x · 2021 EPS $193)
Granny shots: GOOG, AAPL, CSCO, XLNX, GRMN, MSFT, MXIM, LEN, KLAC, MNST, OMC, GWW, INTC, LOW, AMZN, EBAY, TSLA, PYPL, AXP, BF/B, PM, NVDA, QCOM
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