Vaccine News Causing Risk Premia Collapse = P/E Upside

September 4, 2020

In this strategy briefing…

Daily COVID-19 cases saw a surprising improvement Wednesday with daily cases coming in at 38,377 which is down -5,235 vs 7D ago. Typically, Wednesday cases see a big surge vs 1D ago (usually up +... – Tom Lee's Equity StrategyRead more
FSInsight subscribers hopefully received my technical update Friday afternoon. Given the market sell-off this week, I wanted to provide some perspective on what I saw developing technically. I won’t rehash the full note, but I ... – Technical StrategyRead more
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2020. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view for the second half ... – Granny ShotsRead more

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