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"We need to touch 8,000 first." - Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee In the August Macro Update, he laid out why he doesn't expect a pullback yet, why the path to 8,000 may not feel the way people expect, and the five factors that would change...

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Fundstrat Direct

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34,551 görüntüleme • 9 gün önce •via X (Twitter)

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"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 👉
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"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 👉

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28,637 görüntüleme • 9 gün önce

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:
0:53

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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.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:

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45,849 görüntüleme • 12 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:
0:54

"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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26,592 görüntüleme • 11 gün önce

"I do think it's a game changer." Mark Newton CMT on CNBC's Closing Bell on what the Treasury's move means for equities into Jackson Hole. He and Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee went deeper on this during yesterday's macro webinar, plus Fundstrat's updated stock list →
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"I do think it's a game changer." Mark Newton CMT on CNBC's Closing Bell on what the Treasury's move means for equities into Jackson Hole. He and Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee went deeper on this during yesterday's macro webinar, plus Fundstrat's updated stock list →

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19,029 görüntüleme • 9 gün önce

.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:
0:53

.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 görüntüleme • 1 ay önce

TOM LEE on the 3 reasons why there could be a turbulence in the weeks ahead. Thomas (Tom) Lee (not drummer) FundstratDirect.com Fundstrat Direct Thomas (Tom) Lee (not drummer) FundstratDirect.comcap Find our full conversation here: YT: Apple: Spotify:
1:46

TOM LEE on the 3 reasons why there could be a turbulence in the weeks ahead. Thomas (Tom) Lee (not drummer) FundstratDirect.com Fundstrat Direct Thomas (Tom) Lee (not drummer) FundstratDirect.comcap Find our full conversation here: YT: Apple: Spotify:

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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:

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69,107 görüntüleme • 1 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 →

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50,962 görüntüleme • 4 ay önce

February felt like a bear market. But Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee explains why March could be an up month in the full Macro Minute:
0:35

February felt like a bear market. But Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee explains why March could be an up month in the full Macro Minute:

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89,532 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:

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23,208 görüntüleme • 22 gün önce

Two sources of market anxiety: AI demand and the Fed. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees clearing events for both coming up next week, starting with $NVDA earnings on Wednesday. His full macro read for the rest of the year:
0:48

Two sources of market anxiety: AI demand and the Fed. Thomas (Tom) Lee (not drummer) FundstratDirect.com's Tom Lee sees clearing events for both coming up next week, starting with $NVDA earnings on Wednesday. His full macro read for the rest of the year:

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33,206 görüntüleme • 8 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.

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Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.
1:43

Tom Lee: S&P 500 Could Top 8,000 by Year-End BitMine Chairman Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com said in a July 14 CNBC interview that the S&P 500 could rise above 8,000 by year-end, as the AI story remains intact. He described a possible three-phase market: the S&P 500 could first reach 7,700, then see a normal 10% to 15% pullback, before rallying above 8,000 by year-end. On gold and silver's recent weakness, Lee said long-term holders may be taking profits after strong gains, as both assets had outperformed their store-of-value role and became risk-on assets.

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Wonder how Tom Lee, (Thomas (Tom) Lee (not drummer) FundstratDirect.com) keeps predicting market moves that others miss? In this interview, Tom Lee shares his unique forecasting methods, the 4 investing principles guiding him in the stock market and more! Watch full interview:
0:39

Wonder how Tom Lee, (Thomas (Tom) Lee (not drummer) FundstratDirect.com) keeps predicting market moves that others miss? In this interview, Tom Lee shares his unique forecasting methods, the 4 investing principles guiding him in the stock market and more! Watch full interview:

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249,065 görüntüleme • 11 ay 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:

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12,800 görüntüleme • 1 ay önce

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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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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150,583 görüntüleme • 26 gün 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:

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90,292 görüntüleme • 2 ay önce

.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:
0:24

.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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17,157 görüntüleme • 3 ay önce

Oil is surging. VIX is spiking. Equities are tumbling. After a volatile but flat February, Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee made the case for an up March. Does the U.S.-Iran conflict change that thesis? Get his updated view and market playbook in today’s Macro Minute, exclusively for Fundstrat members. Start your free trial to unlock:
0:31

Oil is surging. VIX is spiking. Equities are tumbling. After a volatile but flat February, Thomas (Tom) Lee (not drummer) FSInsight.com’s Tom Lee made the case for an up March. Does the U.S.-Iran conflict change that thesis? Get his updated view and market playbook in today’s Macro Minute, exclusively for Fundstrat members. Start your free trial to unlock:

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24,706 görüntüleme • 5 ay önce