Thomas Lee, CFA AC
Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morganโs Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
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Macro Minute Video
VIDEO FLASH: We continue to buy the dip in semis, memory and tech
VIDEO: We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward.ย And in...
FLASH
We continue to buy the dip in semis, memory and tech
VIDEO: We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward.ย And in...
Macro Minute Video
VIDEO FLASH: FOMC minutes show dovish clues, more than expected.ย We think the selloff is overdone in Semis, memory, momentum.
VIDEO: We discuss how the severe decline in momentum is overdone and points to a likely bottom. The FOMC is surprisingly dovish, at least that...
Macro Minute Video
VIDEO FLASH: Carnage in Semis/Memory continue. But we remain near-term constructive and are buying the dip.
VIDEO: In the near-term, we continue to be constructive and expect S&P 500 to reach 7,700 near-term, but the wall of worry continues to grow.ย ...
FLASH
Carnage in Semis/Memory continue. But we remain near-term constructive and are buying the dip.
VIDEO: In the near-term, we continue to be constructive and expect S&P 500 to reach 7,700 near-term, but the wall of worry continues to grow.ย ...
Macro Minute Video
VIDEO FLASH: Softer June jobs and weaker oil point to 'dovish' development relative to Fed pricing
VIDEO: We discuss how the recent softer jobs number for June and coupled with the weaker oil prices point to a softer inflation picture than...
Macro Minute Video
VIDEO FLASH: As we look at 2H2026, 6 factors support why we are 'buying the dip'
VIDEO: As we look into 2H2026, we discuss the multiple factors that will be important to investors in the second half. The overall picture is...
Macro Minute Video
VIDEO FLASH: As 2Q26 comes to an end, equity markets still in good shapeโฆ but NYSE margin is a further sign consolidation likely ahead
VIDEO: As the 2Q comes to an end, equity markets did well, but the market sees a more hawkish Fed.ย We remain less hawkish than...
FLASH
As 2Q26 comes to an end, equity markets still in good shape... but NYSE margin is a further sign consolidation likely ahead
VIDEO: As the 2Q comes to an end, equity markets did well, but the market sees a more hawkish Fed.ย We remain less hawkish than...
Macro Minute Video
VIDEO FLASH: May Core PCE shows 'war inflation' probably peaked, hence, rates low.ย Semi and Memory dip is still buyable
VIDEO: May Core PCE was mainly driven by 'financial services' which means stock market gains drove inflation.ย Ex-financials, core PCE was 0.22%, which is pretty...
