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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 Direct4,144,579 次观看 • 6 个月前
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 次观看 • 4 个月前
September has a reputation for not being good to stocks. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee expects this time will be different. His read: Inflation is weakening, which will pushes odds of a rate hike lower. That is just one of five reasons in his latest Macro Minute why September will be a strong, up month:
Fundstrat Direct356,565 次观看 • 1 个月前
.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 次观看 • 2 个月前
Ethereum has been consolidating for five years. What happens next? On Thomas (Tom) Lee (not drummer) FundstratDirect.com's macro update webinar, Tom Lee and Mark Newton CMT covered: • Why Tom thinks crypto winter is over • Where $ETH stands after a five-year consolidation • Mark's technical take on crypto • The updated Top 5 and Bottom 5 stock ideas Watch the full webinar, link in the comments 👇
Fundstrat Direct45,478 次观看 • 10 天前
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 Direct150,642 次观看 • 2 个月前
Early Access to our biggest sale of the year is now live for our FS Insight community! Get institutional-grade research from Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:
Fundstrat Direct425,310 次观看 • 10 个月前
.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 次观看 • 3 个月前
.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee says testing new Fed chair Kevin Warsh is one of three reasons a drawdown risk is building into the second half. The full H2 outlook goes deeper on all three, where he and Mark Newton CMT see opportunity, and Fundstrat's June stock ideas:
Fundstrat Direct90,292 次观看 • 3 个月前