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Bears Mauled: Stocks Jump 5% Last Week, Up 43% Since 3/23
June 5, 2020

In this strategy briefing…

Investors live in interesting times, don’t they? The stock market bears got mauled last week. Bad. Indeed, it has been a very painful two months for them since the March 23 stock market low. I feel ... – The Wall Street DebriefRead more
Last week’s SPX 5% gain while mass protests have taken place across >350 communities seems incongruous. I understand anyone who thinks the equity market is somehow ignoring massive social unrest. These protests are the most widespread—... – Tom Lee's Equity StrategyRead more
New Observations from the broad-based S&P 1500 ERM review My latest review shows that the healing process that began in earnest last month, continues to increase every week. I cannot overstate how BULLISH this ... – Global Portfolio StrategyRead more

FSInsight Investment Views

Near Term View: There is more certainty than consensus realizes, Opportunity in epicenter stocks
‘20 Target: 3,450 (YE P/E 17.9x · 2021 EPS $193)
Style: High Quality
Granny shots: GOOG, AAPL, AMP, PYPL, NVDA, CSCO, XLNX, FB, MNST, VRSN, DE, QCOM, KSU, EXPE, MXIM, MSFT, TTWO, ROK, DOV, PSX, BKNG, EBAY, EMR, TSLA, AXP, BF/B, PM, GRMN
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