Telegram
Markets Stage Reversal After Broad Sell-Off, Risks Remain But Epicenter Holding Up Well
September 24, 2021

In this strategy briefing…

Key Takeaways - S&P 500 closed at 4,455.48 up from 4,432.99 last week. The closing level this week is within a few points of the close two weeks ago. - Monday saw a ... – The Wall Street DebriefRead more
Maslow’s hammer –> careful of cognitive biasEquity markets around the world were roiled by news of the Evergrande impending debt default. And coupled with concerns ahead of the Sept FOMC + potential US govt shutdown + potential debt ... – 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 see positive fundamentals in the market with the convergence of several secular tailwinds supporting an ongoing bull market. However, there are near-term obstacles that still need to be navigated before positive seasonals hopefully converge with an improving healthcare situation.
‘21 Target: 4,600 (YE P/E 21x · 2022 EPS $219)
Granny shots: AAPL, GOOG, MSFT, CSCO, PG, AMZN, AXP, BF/B, BIIB, CL, CLX, GILD, GRMN, LOW, NTAP, NVDAM PM, PSX, PYPL, QCOM, QRVO, REGN, TGT, TSLA, UPS, XLNX
You are trying to access FSI member-only content.
You need to have an active FSI Macro, or FSI Pro subcription in order to read this article.
If you are already a member at FSInsight, please Sign In here. If you don’t have a subscription to FSInsight yet, you can sign up below.

Choose one of our yearly plans to save nearly 15%

We accept crypto via BitPay for yearly subscriptions.
    • Macro
      FSI Macro
      from
      $
      199
      /mo
      billed anually
      Get access to all the macro research on FSInsight

        Tom Lee's First Word

        Tom Lee’s Equity Strategy

        Stock Lists

        ETF Sector Allocation

        Wall Street Whispers

        Signal From Noise

        Technical Analysis

        US Policy

        Fed Watch

        Live Webinars with Q&A

      First Month Free!
    • Crypto
      FSI Digital Assets
      from
      $
      99
      /mo
      billed anually
      Get access to all the crypto research on FSInsight

        Crypto Daily

        Crypto First Word from Tom Lee

        Crypto Blasts

        Crypto Weekly

        Crypto Technical Analysis

        Bitcoin Valuation

        Bitcoin Misery Index

        Live Webinars with Q&A

        -

        -

      First Month Free!
    • Macro + Crypto
      FSI Pro
      from
      $
      249
      /mo
      billed anually
      Get access to all the exclusive research on FSInsight

        Looking at code?

        I am hidden!

        -

        FSI Macro

        +

        FSI Digital Assets

        Designed by

        HANGAR115

        -

        -

      First Month Free!

More from the author

Disclosures (show)

Don't Miss Out
First Month Free

first 500 users only

FSInsight logo
150 East 52nd St, 3rd Floor, New York, NY 10022

Subscribe to our Free Weekly Report

An institutional-grade report delivered to your inbox every week.

© 2021 FSInsight. All rights reserved. Developed by HANGAR115.

Illustrations by Karl Wimer.