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: Yields and bond volatility (MOVE) only surged since Fed Chair Warsh spoke at Jackson Hole. This suggests markets could respond to dovish data and a lot is on tap for next week.
VIDEO: Our analysis shows that long-term yields and bond volatility only started surging after Fed Chair's speech at Jackson Hole.Β That was when he surprised...
FLASH
Yields and bond volatility (MOVE) only surged since Fed Chair Warsh spoke at Jackson Hole. This suggests markets could respond to dovish data and a lot is on tap for next week.
VIDEO: Our analysis shows that long-term yields and bond volatility only started surging after Fed Chair's speech at Jackson Hole.Β That was when he surprised...
Macro Minute Video
VIDEO FLASH: Equities weaken as US 10-yr exceeds 5% given multiple factors. That said, we believe we are at 'Max hawkish Fed' = max pain = buy the dip
VIDEO: We believe the conditions are setup for stocks to continue to strengthen. While investors are understandably nervous given the rise in yields, this is...
FLASH
September 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
Last December, we maintained Small-caps as one of our top recommendations in our 2026 year-ahead outlook. We created our SMID Core List as many of...
Macro Minute Video
VIDEO FLASH: September 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
MARKET: 6 MOST IMPORTANT FACTORS FOR EQUITIES * AI IS A STRUCTURAL STORY⦠SPACE MIGHT EXTEND THIS * 2027 EPS +25%, WHILE PE CONTRACTS *...
Macro Minute Video
VIDEO FLASH: Face ripper underway as markets reached 'max pain' last week, led by Ethereum outperforming by 7,470bp so far this quarter. We expect less hawkish-Fed speak in weeks ahead
VIDEO: We reached max pain last week, in oil, Fed and sentiment. This is why we believe markets can sustain a substantial rally towards S&P...
FLASH
Fed Chair Warsh chose violence by raising +25bp. Recovery in stocks Thursday affirms this max hawkish stance is a positive setup into month-end.
This past Wednesday, Fed Chair Warsh chose "violence" taking a maximum hawkish stance on inflation and stocks sold off sharply closing down -1%. Thursday, equity...
Macro Minute Video
VIDEO FLASH: Fed raising +25bp and statement is max 'hawkishness,' and coupled with a waterfall decline in stocks is a positive risk/reward
VIDEO: The Fed raising 25bp and a very hawkish press conference is puzzling, especially with the SEP showing 2 hikes in 2026.Β In our view,...
Macro Minute Video
VIDEO FLASH: Heading into Sep FOMC rate decision, we see stocks rising with +25bp hike and a bigger rally if Fed holds
VIDEO: There are times when market caution and trepidation lead to pricing in the bad news ahead of an event. To us, the selloff of...
Macro Minute Video
VIDEO FLASH: We continue to expect a benign August Core CPI (Fri am). This likely leads to a "face ripper" rally in the next week or so.
VIDEO: Markets are cautious heading into August CPI (Friday am).Β And in our view, this is a setup for a "face ripper" rally to come...
