Markets Have Down Week As Escalation Continues in Russia/Ukraine War, Commodity Upside Spooking Markets

March 4, 2022

In this strategy briefing…

We are now more than a week into Russia’s invasion of Ukraine and the escalation of sanctions against the belligerent country occurred faster than some predicted. This was the sixth straight week of weakness and the ... – The Wall Street DebriefRead more
STRATEGY: Equities have held up fairly well in the face of considerable uncertaintyIn our conversations with clients, many believe that as long as the uncertainty of Russia-Ukraine war persists, stocks will have no bid. That is, ... – Tom Lee's Equity StrategyRead more
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny ShotsRead more

FS Insight Investment Views

Near Term View:Markets had a choppy losing week as they digested implications from Russia’s invasion of Ukraine. Commodities spiked and sanctions continued to escalate along with violence. Jobs numbers were positive.
‘22 Target:5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny shots:CSCO, AAPL, GRMN, GOOG, MSFT, AAP, TSLA, NVDA, AMZN, XLNX, CMI, MPC, OM, PSX, ATVI, USB CF, XOM, CB, GL, VRSN, WRB, CVX, QRVO, MNST, PG, DVN, PCAR, ORLY, KLAC, BF-B, AXP, PYPL
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