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: Fed governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO: Fed governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway.ย This helped...
FLASH
Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO: Fed Governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway.ย This helped...
Macro Minute Video
VIDEO FLASH: While inflation concerns ramp, U Mich surveys show inflation expectations sitting near long-term trends.ย Our contrarian take remains that Sept is an up month
VIDEO: Today, a chorus of pundits and strategists have warned of a down Sept. And we realize the seasonality shows this to be the case,...
Macro Minute Video
VIDEO FLASH: 5 reasons we are contrarian positive on equities in September, despite negative seasonals
VIDEO: We discuss the contrarian reasons we are positive on equities in September.ย We also analyze the distortion to Core PCE coming from 'software accessories'...
Macro Minute Video
VIDEO FLASH: Friday's Jackson Hole is the final 'clearing event' for this week and we expect stocks to rally, as odds of Sept hike should drop to zero (35% today).
VIDEO: We expect Fed Chair Warsh's Jackson Hole speech to lead to a market rally.ย 4 of the last 5 Jackson Hole speeches saw markets...
Macro Minute Video
VIDEO FLASH: July Core PCE essentially inline, NVDA strong fiscal 2Q = 2 clearing events over. NVDA, as expected, will aid a rally in AI complex. Friday is Jackson Hole, last clearing event = new highs.
VIDEO: Nvidia $NVDA came in solidly with >100% revs growth on ~$100 billion revs, just astounding. And this along with $CRM $CRWD reports, should lead...
Macro Minute Video
VIDEO FLASH: 3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO: There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end.ย Moreover, leadership since June...
FLASH
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO: There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end.ย Moreover, leadership since June...
Macro Minute Video
VIDEO FLASH: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO: The AI bottleneck story is stalling as data center opposition is now resonating with voters.ย This probably explains why crypto, particularly Ethereum, has been...
FLASH
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO: The AI bottleneck story is stalling as data center opposition is now resonating with voters.ย This probably explains why crypto, particularly Ethereum, has been...
