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.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...

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"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→
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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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.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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Missed our live Market Update and Top Stock Ideas webinar with Thomas (Tom) Lee (not drummer) FundstratDirect.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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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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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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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:
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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) FundstratDirect.com's Tom Lee, Mark Newton CMT, and Sean Farrell at the lowest price we offer all year. Save now:

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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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.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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TOM LEE SAYS THE STOCK MARKET IS A COILED SPRING RIGHT NOW June and July were flat, but earnings estimates kept climbing the whole time: - After a big deleveraging from the AI unwind and Korea's policymakers panicking, he thinks markets could rebound strongly this month, maybe reaching the 7,800s on the S&P - The 10% drawdown forecast is still intact - He still sees the year closing above 8,000

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Tom Lee believes the S&P 500 could hit 7,800 in August. He believes the 6–7 month consolidation and AI sector deleveraging have compressed the market into a “coiled spring.” In August, the S&P 500 could not only quickly recover its losses, but potentially push directly toward 7,800.
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Tom Lee believes the S&P 500 could hit 7,800 in August. He believes the 6–7 month consolidation and AI sector deleveraging have compressed the market into a “coiled spring.” In August, the S&P 500 could not only quickly recover its losses, but potentially push directly toward 7,800.

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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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"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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