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

FS Insight 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
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