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.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...

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Fundstrat Direct

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90,292 просмотров • 1 месяц назад •via X (Twitter)

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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:
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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:

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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.
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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.

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4,144,475 просмотров • 4 месяцев назад

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:

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41,549 просмотров • 3 месяцев назад

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:
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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:

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19,562 просмотров • 6 месяцев назад

The danger of missing the stock market's 10 best days. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee shares what he's seeing now and his outlook for the second half of 2026 in this month's Macro Update. Save your seat:
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The danger of missing the stock market's 10 best days. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee shares what he's seeing now and his outlook for the second half of 2026 in this month's Macro Update. Save your seat:

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163,262 просмотров • 28 дней назад

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:
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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:

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12,800 просмотров • 20 дней назад

.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 →
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.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 →

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50,962 просмотров • 3 месяцев назад

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:

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12,362 просмотров • 4 месяцев назад

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:
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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:

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.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:
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.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:

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79,066 просмотров • 28 дней назад

.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell: AI is adding 2 percentage points to U.S. GDP per year - and ~6% to S&P 500 earnings growth. But he sees reasons for caution as well. See the full thesis:
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.Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on CNBC's Closing Bell: AI is adding 2 percentage points to U.S. GDP per year - and ~6% to S&P 500 earnings growth. But he sees reasons for caution as well. See the full thesis:

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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 →
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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 →

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"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."
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"It doesn't seem like a bubble. There's real demand there," says Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee on $NVDA and the AI boom. "We're going to find out next week."

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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:
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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:

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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:
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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:

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EXCLUSIVE interview with Mark Newton of Fundstrat whose known for his technical analysis and accurate $TSLA forecasts! His year-end Tesla target: $488 Mark is predicting a major rally after June lasting into spring 2026. $TSLA investors interested to know what might happen to the stock, listen to this video clip! Mark Newton CMT Thomas (Tom) Lee (not drummer) FSInsight.com
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EXCLUSIVE interview with Mark Newton of Fundstrat whose known for his technical analysis and accurate $TSLA forecasts! His year-end Tesla target: $488 Mark is predicting a major rally after June lasting into spring 2026. $TSLA investors interested to know what might happen to the stock, listen to this video clip! Mark Newton CMT Thomas (Tom) Lee (not drummer) FSInsight.com

Herbert Ong

129,847 просмотров • 11 месяцев назад

BREAKING Thomas (Tom) Lee (not drummer) FSInsight.com Tom Lee on the Federal Reserve rate cut /Fed Future He also talked $BTC, where it could double by year end. He is also very bullish on $ETH $BMNR
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BREAKING Thomas (Tom) Lee (not drummer) FSInsight.com Tom Lee on the Federal Reserve rate cut /Fed Future He also talked $BTC, where it could double by year end. He is also very bullish on $ETH $BMNR

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71,025 просмотров • 10 месяцев назад

Today on Squawk Box, Tom Lee pointed to a pattern that has held across 7 major wars, including World War II. Markets bottom within the first 10% of a war's duration. For WWII, that was 5 months. If the U.S.-Iran war follows the same script, Tom says 90–95% of the weakness may already be behind us. So where does Tom see opportunity for April? Request your invite to Thomas (Tom) Lee (not drummer) FundstratDirect.com's upcoming macro update and top stock ideas webinar on April 23rd. Spots are filling up. Secure your invite:
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Today on Squawk Box, Tom Lee pointed to a pattern that has held across 7 major wars, including World War II. Markets bottom within the first 10% of a war's duration. For WWII, that was 5 months. If the U.S.-Iran war follows the same script, Tom says 90–95% of the weakness may already be behind us. So where does Tom see opportunity for April? Request your invite to Thomas (Tom) Lee (not drummer) FundstratDirect.com's upcoming macro update and top stock ideas webinar on April 23rd. Spots are filling up. Secure your invite:

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36,676 просмотров • 3 месяцев назад

TOM LEE SAYS 11 OF THE LAST 13 NEW FED CHAIRS SAW A 10% DRAWDOWN IN YEAR ONE - New Fed chair has different views on inflation sources and how it's measured - Markets will want to see how the Fed reads incoming data - Tom Lee sees turbulence later this year as that gets tested
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TOM LEE SAYS 11 OF THE LAST 13 NEW FED CHAIRS SAW A 10% DRAWDOWN IN YEAR ONE - New Fed chair has different views on inflation sources and how it's measured - Markets will want to see how the Fed reads incoming data - Tom Lee sees turbulence later this year as that gets tested

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53,845 просмотров • 2 месяцев назад

TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.
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TOM LEE: THE MARKET GOT THE FED WRONG Investors treated KEVIN WARSH’S first Fed meeting like a hawkish pivot. Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com says it was actually dovish. Warsh is moving the Fed away from stale guidance and toward real-time data, meaning the dots can move fast if inflation keeps improving. 🔹 Stocks still favorable 🔹 SpaceX IPO was successful 🔹 Bear-market tone comes later Tom Lee still sees an abrupt market shift later this year. But not now.

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242,686 просмотров • 1 месяц назад