USA COVID-19 cases came in at 44,543 Thursday, which is +788 higher vs 7D ago. So, there is a clear stall in the pace of improvements. It seems like college students returning to campus ... – Tom Lee's Equity Strategy –
The 2Q20 earning season is now about 95% finished and not surprisingly, companies beat very low expectations by a wide margin. In fact, 83% that have reported have been upside surprises, and companies that have reported ... – Alpha City –
Secular growth uptrends intact but cyclicals are more timely for new capital - Technology’s ongoing surge has been nothing short of impressive and certainly exceeded my expectations for August, BUT it is the incremental improvement in cyclicals ... – Technical Strategy –
FSInsight Investment Views
Near Term View:
Health, Economic Data Point to Better 2H20 for Cyclicals, Value
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