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“Manic Monday” Followed By Strong Rally, DJIA, Nasdaq and S&P 500 All Close at All-Time Highs
July 23, 2021

In this strategy briefing…

Summary - S&P 500 closed at an ATH of 4,411.79 on the week. The DJIA closed above 35k for the first time ever. Nasdaq is looking like it wants 15,000 bad - The beginning ... – The Wall Street DebriefRead more
The Delta variant is essentially correctly viewed as pandemic of the unvaccinatedFor the most part, we continue to view the COVID-19 Delta variant as more bark than bite in USA.  Meaning, while there may be ... – 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 rates are likely at or near a bottom and will reverse direction. We think Epicenter sectors will lead gains but are keeping OW on FAANG and N on Financials. Energy still our favorite!
‘21 Target: 4,600 (YE P/E 21x · 2022 EPS $219)
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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