January 15, 2021

In this strategy briefing…

Equity markets struggled this week with the S&P 500 opening at 3,803.14 on Monday morning and closing 3,768.25 on Friday afternoon. The doldrums may partially reflect the fact that Initial Jobless ... – The Wall Street DebriefRead more
Vaccination efforts have begun to improve and there are some glimmers of light in healthcare data. We also are seeing evidence in alternative economic data that the economic recovery will be stronger than forecast. So, even as ... – Tom Lee's Equity StrategyRead more
We are constantly monitoring a variety of quantitative and proprietary tools to get the best pulse we can on markets. One of our most robust tools, our Earnings Revision Model, is suggesting that investors who are focused ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View:Stimulus, COVID-19 rollover, falling VIX point to rebound for Small-Caps
‘21 Target:4,300 (YE P/E 21.1x · 2022 EPS $204)
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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