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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👇

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Fundstrat Direct

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150,583 görüntüleme • 19 gün önce •via X (Twitter)

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What are our Top Stock Ideas right now? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee & Mark Newton CMT go live today at 2pm ET. Join us:
0:23

What are our Top Stock Ideas right now? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee & Mark Newton CMT go live today at 2pm ET. Join us:

Fundstrat Direct

15,096 görüntüleme • 6 ay önce

.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:
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.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 Direct

44,691 görüntüleme • 5 gün önce

"It's pretty shocking that we're in a booming economy and the deficit is growing" - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee. Where that leaves equities, plus the updated Fundstrat Top Stock Ideas, tomorrow at 2PM ET:
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"It's pretty shocking that we're in a booming economy and the deficit is growing" - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee. Where that leaves equities, plus the updated Fundstrat Top Stock Ideas, tomorrow at 2PM ET:

Fundstrat Direct

26,592 görüntüleme • 4 gün önce

The U.S. blockade of Iran is officially underway. 15+ warships. Oil is rising. No deal yet. Last month Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT covered war, oil, gold, crypto and top stock ideas for the month. This month they do it again on April 23rd. Request your invite:
20:48

The U.S. blockade of Iran is officially underway. 15+ warships. Oil is rising. No deal yet. Last month Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT covered war, oil, gold, crypto and top stock ideas for the month. This month they do it again on April 23rd. Request your invite:

Fundstrat Direct

41,549 görüntüleme • 4 ay önce

.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:
0:47

.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 Direct

90,292 görüntüleme • 2 ay önce

Missed our live Market Update and Top Stock Ideas webinar with Thomas (Tom) Lee (not drummer) FSInsight.com's Tom Lee and Mark Newton CMT? Watch the full replay now, including our new Top 5 Large-Cap and Top 5 SMID-Cap ideas. Watch full webinar:
2:07

Missed our live Market Update and Top Stock Ideas webinar with Thomas (Tom) Lee (not drummer) FSInsight.com's Tom Lee and Mark Newton CMT? Watch the full replay now, including our new Top 5 Large-Cap and Top 5 SMID-Cap ideas. Watch full webinar:

FS Insight

19,562 görüntüleme • 7 ay önce

.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:
0:36

.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 Direct

43,694 görüntüleme • 19 gün önce

Peace talks. Oil pulling back. Stocks moving. Yesterday, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT spent an hour breaking down exactly how to think about all of it, including Fundstrat's just-updated top stock ideas (large-cap and SMID) for the month. This is the context behind what's happening right now:
1:01

Peace talks. Oil pulling back. Stocks moving. Yesterday, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee and Mark Newton CMT spent an hour breaking down exactly how to think about all of it, including Fundstrat's just-updated top stock ideas (large-cap and SMID) for the month. This is the context behind what's happening right now:

Fundstrat Direct

42,112 görüntüleme • 5 ay önce

Mark your calendar. 📅 Tuesday, March 24 at 2pm ET Thomas (Tom) Lee (not drummer) FundstratDirect.com's Macro Update & Top Ideas: → Tom Lee, Head of Research → Mark Newton CMT, Head of Technical Strategy The session begins with a macro market update, followed by this month’s Top Ideas, where Tom and Mark deliver a focused deep dive into the opportunities they find most compelling in today’s market environment. 🔗Register here:
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Mark your calendar. 📅 Tuesday, March 24 at 2pm ET Thomas (Tom) Lee (not drummer) FundstratDirect.com's Macro Update & Top Ideas: → Tom Lee, Head of Research → Mark Newton CMT, Head of Technical Strategy The session begins with a macro market update, followed by this month’s Top Ideas, where Tom and Mark deliver a focused deep dive into the opportunities they find most compelling in today’s market environment. 🔗Register here:

Fundstrat Direct

12,362 görüntüleme • 5 ay önce

"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→
0:44

"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 Direct

29,625 görüntüleme • 9 gün önce

"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.
0:40

"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 Direct

4,144,475 görüntüleme • 4 ay önce

Get Tom Lee & Mark Newton CMT’s take on crypto, equities, and 2026 market leadership. Unlock Thomas (Tom) Lee (not drummer) FundstratDirect.com’s latest Macro Update & Top Stock Ideas webinar with a free trial:
1:36

Get Tom Lee & Mark Newton CMT’s take on crypto, equities, and 2026 market leadership. Unlock Thomas (Tom) Lee (not drummer) FundstratDirect.com’s latest Macro Update & Top Stock Ideas webinar with a free trial:

Fundstrat Direct

45,573 görüntüleme • 6 ay önce

Will the S&P 500 hit 8,000? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom lays out his thesis live on Aug. 19, plus Fundstrat's Top Stock Ideas. Register now:
0:32

Will the S&P 500 hit 8,000? Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom lays out his thesis live on Aug. 19, plus Fundstrat's Top Stock Ideas. Register now:

Fundstrat Direct

23,208 görüntüleme • 15 gün önce

The chip selloff has been brutal. Thomas (Tom) Lee (not drummer) FundstratDirect.com's read: this pullback is healthy. Want his full H2 outlook and Fundstrat's July top stock ideas? Get them here:
1:05

The chip selloff has been brutal. Thomas (Tom) Lee (not drummer) FundstratDirect.com's read: this pullback is healthy. Want his full H2 outlook and Fundstrat's July top stock ideas? Get them here:

Fundstrat Direct

69,107 görüntüleme • 1 ay önce

"It wasn't the level. It was the velocity of that move." Mark Newton CMT on CNBC on why the Treasury stepped in when it did. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee and Mark went deeper in our August Macro Update & Top Stock Ideas webinar, covering the path to year-end, the five factors that would change Tom's view, and Fundstrat's updated Top 5 and Bottom 5 core stock ideas for large-cap and SMID-cap 👉
0:29

"It wasn't the level. It was the velocity of that move." Mark Newton CMT on CNBC on why the Treasury stepped in when it did. Thomas (Tom) Lee (not drummer) FundstratDirect.com’s Tom Lee and Mark went deeper in our August Macro Update & Top Stock Ideas webinar, covering the path to year-end, the five factors that would change Tom's view, and Fundstrat's updated Top 5 and Bottom 5 core stock ideas for large-cap and SMID-cap 👉

Fundstrat Direct

27,615 görüntüleme • 2 gün önce

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) FSInsight.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:
0:28

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) FSInsight.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:

FS Insight

425,067 görüntüleme • 9 ay önce

On The Exchange, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee said that we may be entering one of the best 18–24 month windows for stocks we'll see in our lifetimes. He's explaining the full case on Thursday, April 23 at 2pm ET: market outlook, top ideas, live Q&A. Request your invite →
3:53

On The Exchange, Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee said that we may be entering one of the best 18–24 month windows for stocks we'll see in our lifetimes. He's explaining the full case on Thursday, April 23 at 2pm ET: market outlook, top ideas, live Q&A. Request your invite →

Fundstrat Direct

18,012 görüntüleme • 4 ay önce

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee: the S&P is still headed to 7,300 in the near term. But one thing has changed. Our April webinar covers Tom's updated macro view, Mark Newton CMT's exact BTC and ETH levels, and Fundstrat's top 5 large-cap + top 5 SMID cap ideas. Watch now →
2:40

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee: the S&P is still headed to 7,300 in the near term. But one thing has changed. Our April webinar covers Tom's updated macro view, Mark Newton CMT's exact BTC and ETH levels, and Fundstrat's top 5 large-cap + top 5 SMID cap ideas. Watch now →

Fundstrat Direct

50,962 görüntüleme • 4 ay önce

Tom Lee to the Rescue! 🦸‍♂️🔥 Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on The Compound with Downtown Josh Brown and Michael Batnick talking tariffs and trade wars, what current investor sentiment and the Vix tell us about where the market is going, Mag7, $BTC, and more! ▶️ Watch now:
1:32

Tom Lee to the Rescue! 🦸‍♂️🔥 Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on The Compound with Downtown Josh Brown and Michael Batnick talking tariffs and trade wars, what current investor sentiment and the Vix tell us about where the market is going, Mag7, $BTC, and more! ▶️ Watch now:

Fundstrat Direct

39,524 görüntüleme • 1 yıl önce

Would you let a robot build your next home? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on Prof G Markets with Ed Elson and Scott Galloway Watch the full conversation now on our YouTube channel: Want his second half outlook and top stock ideas? Join us live on Thursday, July 16:
2:19

Would you let a robot build your next home? Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on Prof G Markets with Ed Elson and Scott Galloway Watch the full conversation now on our YouTube channel: Want his second half outlook and top stock ideas? Join us live on Thursday, July 16:

Fundstrat Direct

12,800 görüntüleme • 1 ay önce