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 have 7 takeaways from July Fed FOMC press conference. And our contrarian take is this is an overall bullish decision
VIDEO: We discuss our contrarian take on why today's FOMC rate decision was arguably bullish. Also, there are growing signs of margin and collateral calls...
Macro Minute Video
VIDEO FLASH: Fed not expected to raise rates Wed, but QT could resume. MU P/E is 5.3X now vs 12.6X in Nov 2025โฆ sell-off in bottlenecks seems overdone
VIDEO: We would be surprised if the Fed hikes in the July meeting (Wed).ย There is a possibility the Fed might again resume QT, but...
FLASH
Fed not expected to raise rates Wed, but QT could resume. MU P/E is 5.3X now vs 12.6X in Nov 2025... sell-off in bottlenecks seems overdone
VIDEO: We would be surprised if the Fed hikes in the July meeting (Wed).ย There is a possibility the Fed might again resume QT, but...
Macro Minute Video
VIDEO FLASH: Semis sell-off again on Chinese chipmaker stories, but we continue to view today as more similar to 1997 (early). We also think odds of a July Fed hike are too high
VIDEO: Equities are entering the final week of July. And there has been weakness in the past week or so. We think the market has...
FLASH
War could be escalating, triggering risk off. But we believe these pullbacks are ultimately buyable.
Equity markets are under pressure Thursday, ostensibly owing to two factors: (i) large-cap tech earnings that were not 'good enough' and (ii) escalation around the...
Macro Minute Video
VIDEO FLASH: Today's OpenAI headline exposes that we may be closer to the 'Uncanny Valley' than we realize
VIDEO: OpenAI revealed one of its 'agents' escaped and hacked a network. The growing capabilities of AI and their eventual growing share of our wealth...
Macro Minute Video
VIDEO FLASH: We believe AI Semi/DRAM selloff is nearing an end given signs of 'top calling' and retrospective of CSCO from 1997 to 2000 shows multiple false tops
VIDEO: Peter Lynch once famously said โSelling your winners and holding your losers is like cutting the flowers and watering the weeds.โย To us, this...
Macro Minute Video
VIDEO FLASH: Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO: The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI.ย In our view, the...
FLASH
Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO: The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI.ย In our view, the...
FLASH
July 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO: The June CPI and PPI report show inflation is weakening and our take is that Fed odds of a hike will continue to diminish.ย ...
