May 13, 2022

In this strategy briefing…

Good Evening: This was another dramatic and volatile week in markets. A higher-than-expected inflation reading on Wednesday spooked markets a bit, but an even bigger sell-off occurred on Thursday when the S&P ... – The Wall Street DebriefRead more
Fed policy is already “biting hard” after 3 hikes—on the margin, 3 more reasons inflation pressures might be peaking Stocks continued their waterfall decline this past week, amplified by concerns of systemic risk as the crypto ... – Tom Lee's Equity StrategyRead more
Given the challenging market, I wanted to quickly provide and update on my research. As a reminder, I recently made a hard shift away from my longstanding bullish view in mid-March and I have been pounding ... – Portfolio StrategyRead more

FS Insight Investment Views

Near Term View:Markets struggled and made their post-COVID lows. Trading was volatile all week but markets rallied strongly on Friday. Our team thinks more downside is possible, but that risk-reward is also improving for many great investments.
‘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
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