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TOM LEE SAYS A 10–20% PULLBACK IS COMING - New Fed transition - Policy-driven uncertainty - AI still being repriced - Drawdown could feel like a bear market - Expects a strong recovery

Tom Lee Tracker (Not actually Tom)

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155,361 görüntüleme • 6 ay önce •via X (Twitter)

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Tom Lee says a bear market is coming later this year. Do you think he’s right?

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TOM LEE: 7,800 FIRST, THEN A 10 TO 15% PULLBACK WORTH BUYING He still thinks the market is in an up phase before a correction comes later for understandable reasons: - Near term, he sees 7,700 to 7,800 first - Then a 10 to 15% pullback driven by the Fed, a major IPO unlock, and petroleum shortages - But earnings are strong, investors are offsides, and he thinks fund managers buy the dip

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Tom Lee said: "I think 2026 could look like the year because this year had a bear market and then a bull market." He's bullish overall on markets next year but expects the first half could see a 10-15% pullback before a big recovery. This is because we don't have a new Fed in the first half. He also believes the two catalysts that will drive the second half rally are 1) The White House Put Pro-business regulation, simplifying AI regulations and rulings, plus legislation passing. Lee notes "gridlock is kind of good for markets" with expected midterm outcomes. 2) The Fed Put People have sort of forgot like it's been dead for three years. It's really going to come back in force. This is just a short clip from the full CNBC interview where Tom also discusses AI valuations, why banks are "criminally undervalued," and crypto's 200x growth potential. To watch the complete interview, comment "TOM" and I'll DM it to you.

Tom Lee said: "I think 2026 could look like the year because this year had a bear market and then a bull market." He's bullish overall on markets next year but expects the first half could see a 10-15% pullback before a big recovery. This is because we don't have a new Fed in the first half. He also believes the two catalysts that will drive the second half rally are 1) The White House Put Pro-business regulation, simplifying AI regulations and rulings, plus legislation passing. Lee notes "gridlock is kind of good for markets" with expected midterm outcomes. 2) The Fed Put People have sort of forgot like it's been dead for three years. It's really going to come back in force. This is just a short clip from the full CNBC interview where Tom also discusses AI valuations, why banks are "criminally undervalued," and crypto's 200x growth potential. To watch the complete interview, comment "TOM" and I'll DM it to you.

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Tom Lee believes the market will move higher from here before experiencing a 15–20% drawdown. According to him, the correction will be driven by: • The market testing a new Fed with different views on inflation • The Strait closure eventually leading to petroleum shortages once existing reserves start running low later this year Despite that expected pullback, he still believes the market will close 2026 at 7,700+. And he thinks 2027 will be one of the biggest rallies of our lifetime.

Tom Lee believes the market will move higher from here before experiencing a 15–20% drawdown. According to him, the correction will be driven by: • The market testing a new Fed with different views on inflation • The Strait closure eventually leading to petroleum shortages once existing reserves start running low later this year Despite that expected pullback, he still believes the market will close 2026 at 7,700+. And he thinks 2027 will be one of the biggest rallies of our lifetime.

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Tom Lee on CNBC Closing Bell today: Says the recent pullback is just consolidation after a 6-month run and still expects the S&P 500 to finish the year above 7,000... He even says it could reach 7,000 by the end of this month

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🔥TOM LEE: STOCKS COULD RISE IN JULY BEFORE TURNING BEARISH BY AUGUST Tom Lee says "July will be a stronger month for stocks" but warns of a “bear-market-like” selloff to hit between August and October.

🔥TOM LEE: STOCKS COULD RISE IN JULY BEFORE TURNING BEARISH BY AUGUST Tom Lee says "July will be a stronger month for stocks" but warns of a “bear-market-like” selloff to hit between August and October.

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