Part 1

Nothing New Under The Sun- Importance of Looking at Cycles

To watch the video please click here.

In Tom Lee’s 2022 Outlook he gave insight into the central principles that guide our macro research. It’s critical to be evidence-driven when making decisions in equity markets. People have acclaimed some of our team’s market calls, but if you look closely much of the time, we were just following the data.

Keeping a cool head grounded in the data, instead of letting greed and fear compromise judgement, is k...

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Tom Lee's Seven Principles of Evidence-Based Research
7 Lessons
~24 mins in total
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