Markets Has Third Consecutive Week Down, Unemployment Rises to 3.7%, Geopolitical Woes Rising Across Globe

September 2, 2022

In this strategy briefing…

Good Evening: Stocks had their third consecutive weekly decline after a positive start to Friday morning was wiped out. The market has experienced elevated volatility since Jay Powell gave the doves very little to hang onto in ... – The Wall Street DebriefRead more
There is a lot of trepidation about markets in September. The seasonals worry investors (one of the toughest months), coupled with midterm election uncertainties (not resolved until November) and the painful three-week downtrend in stocks adding ... – 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 had their third consecutive week down. A jobs report showed strength and a rise in the participation rate Friday. Europe is meeting goals to build Energy reserves ahead of schedule.
‘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, PG, MNST, KLAC, ALL, DVN, ISRG, GPC, BIIB, ABT, REGN, AZO, MRNA, FB, CVX, CF, XOM, AXP, PYPL
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