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"Short gold, long crypto. For the next year, I think that's a money trade." — Tom Lee Gold just had one of its worst weeks in 50 years. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT down what that means, the exact setup to watch, and Fundstrat's just-updated Top 5 large-cap and SMID stock ideas for the month. Link pinned in the comments.
Fundstrat Direct4,144,475 просмотров • 4 месяцев назад

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee was covering tech as an analyst when the fiber boom came apart. That is why his read on AI spend is different. Tom Lee on tech and the updated Fundstrat Top Stock Ideas, Wednesday Aug 19 at 2PM ET:
Fundstrat Direct44,691 просмотров • 2 дней назад

Is the semi run overdone? Mark Newton CMT's read says it's getting there. The setup he's watching has misfired before, and there's one thing that has to happen to confirm it this time. He breaks it down live Thursday, along with his live analysis on your submitted tickers. Limited seats remain:
Fundstrat Direct1,663,865 просмотров • 2 месяцев назад

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Sean Farrell sit down with Virtuals Protocol CEO Jansen Teng on the rise of AI agents and the agentic economy. Free to attend. Seats are limited. July 28, 11am ET. Register now→ Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here:
Fundstrat Direct451,657 просмотров • 1 месяц назад

Everyone is watching oil and tariffs for the inflation read. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee is watching three straight months of falling home prices. Why that matters more, plus top stock ideas, live Aug 19 at 2PM ET with Tom and Mark Newton CMT. Registration link below👇
Fundstrat Direct150,583 просмотров • 16 дней назад

"Inflation derangement syndrome." -Thomas (Tom) Lee (not drummer) FundstratDirect.com That's Tom Lee's term for a key impetus boosting the long end of the yield curve. It's also why he thinks that trend could soon subside. So what does that mean for stock valuations from here? Ask him live at the Aug. 19 Macro Update webinar:
Fundstrat Direct31,518 просмотров • 7 дней назад

"Stocks are going up on good news." Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on what caught his eye about this rally, and what earnings math has to do with it. He and Mark Newton CMT walk through the large-cap and SMID-cap Top Ideas Aug . 19, then take questions live. Request your invitation→
Fundstrat Direct29,625 просмотров • 7 дней назад

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees the S&P reaching 7,800 this month. Earnings estimates have moved up, but stocks have been largely flat since May. Now Tom sees the market as a coiled spring. He breaks down his top names with Mark Newton CMT on Aug 19 at 2PM ET. Save your seat:
Fundstrat Direct43,694 просмотров • 17 дней назад

S&P 500 earnings up year over year. Strip out investment gains and it's still 22%, against 13% last year. Broad-based, and delivered into energy inflation and tariff headwinds. The open question is whether it repeats in 2027. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee makes his case live August 19, plus Fundstrat Top Stock Ideas:
Fundstrat Direct32,565 просмотров • 13 дней назад

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell today: he still sees upside near term, then a potential pullback, before a push into year-end. He breaks it all down, with Fundstrat's latest top stock ideas, in our Macro Update webinar July 16. Request your invite:
Fundstrat Direct79,066 просмотров • 1 месяц назад