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. Morganβs 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: 6 reasons we still have conviction in the AI trade
VIDEO: We discuss the 6 reasons we still have high conviction in the AI trade.Β While markets are wary and growing skeptical of AI, in...
Macro Minute Video
VIDEO FLASH: We believe the AI dip is nearing the end and NVDA's GTC event could be a positive catalyst
VIDEO: We discuss why this AI pullback is buyable. While we acknowledge the credit concerns, the fundamentals, in our view, remain healthy and perhaps this...
Macro Minute Video
VIDEO FLASH: Hot Sept CPI and Coreweave selloff pressure markets, but we think stocks are overreacting and near support. So we would buy this dip
VIDEO: Today's Sept CPI report is hot primarily as rent is accelerating. This highlights 'the doom loop' that Apollo's economist, Torston Slock, noted. That higher...
Macro Minute Video
VIDEO FLASH: CXMT Chip progress pressures the 'memory complex' but overall market breadth improving as equal-weight S&P 500 up 3% month to date
VIDEO: The AI and AI bottleneck trade continues to correct with Memory down -15% MTD while semis down -9%. But despite that, equities are up...
FLASH
Equities to end week positive despite higher oil. Next week is a big week with Sept CPI (Wed) and Fed Warsh speaking (Fri)
Equities are on track to end this week slightly positive. This is impressive overall considering in this week oil gained 3% while US 10-yr rates...
FLASH
Rising yields still weighing on investor sentiment. OpenAI just solved 81% of math discoveries in 1 day (of last 3 years) using very little compute.
Equity markets took a breather today, in part due to the continued rise in long-term yields. The US 10-year touched 5.30% today and 30-year 5.69%....
Macro Minute Video
VIDEO FLASH: Market remains a 'coiled spring' and Wed FOMC minutes to reveal how Fed flipped to 12 of 12 supporting hikes
VIDEO: We believe equity markets are a 'coiled spring' with positive risk/reward as the wall of worry is simply too high. We are especially interested...
Macro Minute Video
VIDEO FLASH: S&P 500 is a 'coiled spring' and markets could resume gains next week, fueled by dovish macro data points
VIDEO: The S&P 500 has again become a coiled spring and while the Wall of Worry is substantial, we see the potential for positive catalysts.Β ...
FLASH
Equity markets flat in Sept in face of surging headwinds. October macro looks "less bad" = good, meaning better risk/reward ahead.
The S&P 500 limped into month end with a "whimper" finishing the month essentially flat (down -0.4%). This is not the worst outcome given that...
Macro Minute Video
VIDEO FLASH: White House hosts AI lunch, as AI industry looks towards "self-regulation" while Fed Williams speech leads to lower odds of an Oct hike
VIDEO: The White House today hosted a lunch and announced a Super Intelligence accord, or pledge.Β This looks to be looking like a SRO, or...
