S&P 500, Nasdaq Finish Higher For 4th Straight Week

August 12, 2022

In this strategy briefing…

Good evening: What a summer rally it’s been for markets. Amid the hubbub of recessionary fears, 40-year-high inflation, war, supply chain challenges, and rising rates, everyone has become fixated on a new question: Given ... – The Wall Street DebriefRead more
The rally seen in equity markets post-CPI has been largely met with skepticism. This is essentially true of the gains seen over the past week and past month. Below is a comment from a sellside strategist ... – 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 moved higher for the fourth consecutive week on the hope that inflation is peaking, and the Fed might become more dovish. Crypto also has enjoyed a sizable move to the upside in recent weeks.
‘22 Target: 5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny Shots: AAPL, MSFT, AMZN, CSCO, GOOG, QCOM, AVGO, GRMN, TSLA, NVDA, AMD, BF-B, PM, AMT, EXR, CCI, PG, MNST, KLAC, ALL, DVN, ISRG, GPC, BIIB, ABT, REGN, AZO, MRNA, FB, CVX, CF, XOM, AXP, PYPL
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