Key Takeaways - S&P 500 closed at 4,391.34 which was up from 4,357.04 last week. - We understand there are a lot of headline risks, but we also see a pretty amazing setup ... – The Wall Street Debrief –
COVID-19 trends are still showing consistent improvement... The September jobs report came out Friday Morning and was disappointing at the headline. There were more reasons for optimism under the surface. We think the miss is more ... – 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:
We see a classic setup for markets to climb a wall of worry in October. Our base case is for positive seasonals to converge with an improving healthcare situation and for the Epicenter trade to lead gains into YE.
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