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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FLASH
Potential departure of Jensen from Nvidia a negative, but not a 'thesis changer.' Technology stocks have already bottomed and we are buying the dip
We are sticking with the thesis that Technology stocks bottomed last week. The potential departure CEO Jensen Huang of Nvidia ($NVDA) does not change our...
Macro Minute Video
VIDEO FLASH: Despite higher Oct core CPI, to us, a Fed hike in Dec is arguably still a mistake, given higher rates = more housing shortage = inflationary.
VIDEO: We discuss how Fed hikes are probably contributing to inflation via higher interest income and by making the housing market tighter.Β And of the...
Macro Minute Video
VIDEO FLASH: More evidence bottom is in: stocks rally on bad news. And also, VIX term structure uninverted
VIDEO: As you are aware, we believed last weekβs waterfall crash was the low. Nasdaq 100 has recovered to pre-election levels. And today, two additional...
Macro Minute Video
VIDEO FLASH: US corporates proven adaptive time and again in the past 7 years. Turning crisis into an opportunity. The same will happen with the 'blue tsunami.'
VIDEO: The Japanese word for crisis is Ke-Ke, which is two words: danger and opportunity.Β US corporates and technology companies have navigated multiple shocks and...
FLASH
US corporates proven adaptive time and again in the past 7 years. Turning crisis into an opportunity. The same will happen with the 'blue tsunami.'
VIDEO: The Japanese word for crisis is Ke-Ke, which is two words: danger and opportunity.Β US corporates and technology companies have navigated multiple shocks and...
Macro Strategy
VIDEO FLASH: 7 reasons Technology works in a 'blue tsunami'
VIDEO: We discuss why todayβs price action reinforces our view that stocks will rally post-midterm elections. We view the risk/reward as attractive for AI/tech in...
Macro Minute Video
VIDEO FLASH: We expect stocks to rally post-midterms, led by Technology/AI $QQQ.
VIDEO: We expect stocks to rally post-midterms, following the historical pattern.Β Moreover, the $QQQ Nasdaq 100 entered correction territory yesterday and similar to the June...
FLASH
We expect stocks to rally post-midterms, led by Technology/AI $QQQ.
VIDEO: We expect stocks to rally post-midterms, following the historical pattern.Β Moreover, the $QQQ Nasdaq 100 entered correction territory yesterday and similar to the June...
Macro Minute Video
VIDEO FLASH: 4 reasons why we expect the AI stocks to recover after midterm elections
VIDEO: The Nasdaq 100 is in an 11% drawdown so far, nearly matching the 12% drawdown seen after the Situational Awareness blowup. High yield bond...
Macro Minute Video
VIDEO FLASH: Overall a good week incrementally for markets, given FOMC, OK PCE, break in bond linkage to oil.
VIDEO: This week was an overall win for markets as we got several positive developments including, a less hawkish Fed, better internals on Core PCE...
