April 8, 2022

In this strategy briefing…

The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the bond market may have been more correct than some assumed. Of course, ... – The Wall Street DebriefRead more
STRATEGY: Dudley OpEd “If stocks don’t fall, the Fed needs to force them” shook markets Wednesday… are we living in a simulation? Dudley OpEd “If stocks don’t fall, the Fed needs to force them” shook ... – Tom Lee's Equity StrategyRead more
Below we've highlighted stocks that we recommend across at least two of our investment strategies for 2022. 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:Markets struggled in the face of a flurry of hawkish rhetoric from key Fed officials. Developments in Ukraine continue to imperil global markets. Defensive Sectors did best this week.
‘22 Target:5,100 (YE P/E 20.5x · 2023 EPS $250)
Granny shots:AAPL, MSFT, AMZN, CSCO, GOOG, QCOM, AVGO, GRMN, TSLA, NVDA, AMD, BF-B, PM, AMT, EXR, CCI, QRVO, PG, MNST, KLAC, VINF, CB, WRB, ALL, DVN, PSX, CVX, CF, XOM, AXP, PYPL
Disclosures (show)

Stay up to date with the latest articles and business updates. Subscribe to our newsletter

Articles Read 1/2

🎁 Unlock 1 extra article by joining our Community!

Stay up to date with the latest articles. You’ll even get special recommendations weekly.

Already have an account? Sign In

Want to receive Regular Market Updates to your Inbox?

I am your default error :)