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Crypto Cross-Corr. Proves Retail Rise, More Sideways Action
May 21, 2021

In this strategy briefing…

The S&P 500 closed at 4,155.86 down from 4,173.85 last Friday. The day started stronger and markets peaked at intraday high of 4,188.72 on Friday before fading into the ... – The Wall Street DebriefRead more
Yesterday, the major cruise lines announced plans to resume Alaska cruises this summer. This a major positive development for Epicenter stocks and the economy as a whole. There are two factors that supported the resumptions. The US ... – Tom Lee's Equity StrategyRead more
Below we’ve highlighted stocks that we recommend across at least two of our investment strategies for 2021. These companies could benefit from multiple themes and secular tailwinds – clear picks in our view. Figure: Granny Shots are ... – Granny ShotsRead more

FSInsight Investment Views

Near Term View: We think it is likely that Epicenter/Cyclicals will resume leadership of the market. We see a lot of bullish catalysts building for cyclical stocks.
‘21 Target: 4,300 (YE P/E 21.1x · 2022 EPS $204)
Granny shots: PM, MNST, AAPL, GOOG, MSFT, BIIB, MO, GILD, REGN, PG, EIX, MU, QRVO, MXIM, SWKS, AMZN, D, NVDA, QCOM, EBAY, PSX, TSLA, GRMN, PYPL, AXP, BF/B, CSCO, XLNX
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