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: Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO: We believe the pullback in $SMH and $DRAM is very buyable.ย These dramatic 1D declines of 6% or more are seen in bull markets...
FLASH
Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO: We believe the pullback in $SMH and $DRAM is very buyable.ย These dramatic 1D declines of 6% or more are seen in bull markets...
Macro Minute Video
VIDEO FLASH: Markets still digesting Fed Warsh's presser, as yields up but oil down. We still see this as a 'buy the dip' market
VIDEO: Stocks have not advanced in the past week with the S&P 500 at 7,500. In our view, this reflects investors still digesting Kevin Warsh's...
Macro Minute Video
VIDEO FLASH: Warsh solid FOMC presser. Contrary to consensus, Fed is not hawkish, but moving to 'dynamically navigating' rates
VIDEO: We discuss our 5 takeaways from today's FOMC presser. While many view Warsh as hawkish, our careful review of the presser suggests he is...
Macro Minute Video
VIDEO FLASH: Wed is the debut of Kevin Warsh as Fed Chair with a new 'limited comms' style.ย Also, SPCX IPO successful as we expected.
VIDEO: We highlight the 5 issues confronting Kevin Warsh as the new Fed Chair, including looking at the history of Fed communications.ย SpaceX performed well,...
FLASH
SpaceX shares trading at $173 on Hyperliquid.xyz, up +28% from IPO price
The SpaceX IPO priced on Thursday June 11, 2026. As we noted recently, there could be some wobbling of equities in front of the $SPCX...
FLASH
Wobble this week partly reflects cash raised to fund additional buys of SpaceX post-IPO (due to Nasdaq 100 and Russell 1000 inclusion)
Equities have wobbled in the past week pushing S&P 500 down -2.6% month to date. This is not entirely surprising given the >10% gains registered...
FLASH
Several key milestones in June, including SpaceX IPO and first Fed Chair Warsh meeting
As we close out the first week of June, the S&P 500 is basically flat for the week, and up 11% YTD. We continue to...
Macro Minute Video
VIDEO FLASH: Google capital raise brings AI IPO/public raise tally to $340 billion.
VIDEO: We discuss the upcoming capital raises by SpaceX, Google, Anthropic and OpenAI. We believe investors are willing to provide this substantial capital in the...
Macro Minute Video
VIDEO FLASH: Equity markets remain healthy, supported by strong economic data and earnings.ย Keeping an eye on SpaceX IPO
VIDEO: We discuss how we generally view the rise in stocks since late April as healthy.ย The May ISM manufacturing report and April JOLTS (today)...
