Summary - S&P 500 closes at 4,166.45 down from 4,274.44. Losses concentrated in reflationary names. - Quadruple witching expiration and FOMC meeting created volatility and uncertainty. - We explain how we want you to ... – The Wall Street Debrief –
Summary - COVID-19 case, hospitalization, death, and positivity rate trend remains positive in US, UK showing problematic developments. - The events this week caused turmoil but ultimately they increase the level of our bullishness with regard to equities. ... – Tom Lee's Equity Strategy –
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 Shots –
FSInsight Investment Views
Near Term View:
Energy remains our favorite sector, but we now think a large portion of the remaining upside to our 4,400 mid-year target will come from FANG, not Financials.
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