Tom Lee
Head of Research
Thomas Lee is a Managing Partner and the Head of Research at FSInsight. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding FSInsight, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services.
First Word
Jun 22
FOMC taking backseat as re-opening back in focus
First Word
Jun 21
Lots of noise last week, but little signal. We continue to see US expansion as mostly early cycle.
Granny Shots
Jun 18
GRANNY SHOTS: Best bets in 2021 - Week 24
Tom Lee's Equity Strategy
Jun 18
Generational Factors to Drive Inflation? Throwaway Week Paves Way for Move Higher
First Word
Jun 18
Quad witching almost over. FOMC post-mortem, consensus probably right on "level of inflation" but not on "timing" --> Energy still our favorite sector
Macro Videos
Jun 17
Tom Lee on the 2021 MoneyShow Orlando
First Word
Jun 16
...60% of Americans age 18-64 are vaccinated... it is age <18 hurting the statistics. Waiting out "quad witching" --> Choppy week continues
First Word
Jun 15
Why we see downside risk to rates --> Analysis shows "rate of change" GDP and inflation breakevens drive rates, less CPI
First Word
Jun 14
UK cases rising, but USA no post-Memorial Day surge. TACTICAL: 'quad witching' 6/18, 5 of 5 recent, equities "chop" and we terminate IWM Tactical call.
Granny Shots
Jun 11