Equity markets were choppy over the past week. And while impacted by the stalemate in Washington over the fiscal stimulus and the surging COVID-19 cases in Europe and the US, the Standard and Poor’s Index ... – Tom Lee's Equity Strategy –
Near-term choppiness but the long-term cycle backdrop remains bullish - I continue to expect equity markets to remain in a choppy range near-term but would encourage readers to not lose sight of the bullish long-... – Technical Strategy –
STRATEGY: Granny Shots re-balance. +5 stocks. -6 delete. 23 stocks in total. YTD outperformance +2,470bpWe are re-balancing our “Granny Shots” portfolio for 3Q2020. This rebalance is adding 5 stocks and deleting ... – Granny Shots –
FSInsight Investment Views
Near Term View:
Health, Economic Data Point to Better 2H20 for Cyclicals, Value
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