Fri, July 23, 2021 | 8:17PM ET

“Manic Monday” Followed By Strong Rally, DJIA, Nasdaq and S&P 500 All Close at All-Time Highs

July 23, 2021

In this strategy briefing…

Summary - S&P 500 closed at an ATH of 4,411.79 on the week. The DJIA closed above 35k for the first time ever. Nasdaq is looking like it wants 15,000 bad - The beginning ... – The Wall Street Debrief – Read more

The Delta variant is essentially correctly viewed as pandemic of the unvaccinatedFor the most part, we continue to view the COVID-19 Delta variant as more bark than bite in USA. Meaning, while there may be ... – Tom Lee's Equity Strategy – Read more

Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny Shots – Read more

FS Insight Investment Views

Near Term View:	We think rates are likely at or near a bottom and will reverse direction. We think Epicenter sectors will lead gains but are keeping OW on FAANG and N on Financials. Energy still our favorite!
‘21 Target:	4,600 (YE P/E 21x · 2022 EPS $219)
Granny shots:	PM, MNST, AAPL, GOOG, MSFT, BIIB, MO, GILD, REGN, PG, EIX, MU, QRVO, MXIM, SWKS, AMZN, D, NVDA, QCOM, EBAY, PSX, TSLA, GRMN, PYPL, AXP, BF/B, CSCO, XLNX

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