Tom Lee
Co-founder and 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.
Latest
First Word
September 28
Half of COVID-19 hospitalizations are likely asymptomatic = wut? Oil creeping to new highs is strong signal for Epicenter stocks
First Word
September 27
Investors got pretty cautious over last 4-6 weeks, and rally of past few days doesn't negate it
Granny Shots
September 24
GRANNY SHOTS: Best bets in 2021 - Week 38
Tom Lee's Equity Strategy
September 24
Not Every Default Is a Lehman Event- Cognitive Bias Was on Full Display This Week
First Word
September 24
Not every default a "Lehman event"-- cognitive bias full form this week...
First Word
September 22
COVID-19 trends in USA are looking very promising (pre-winter). Financial conditions are easing = incongruent with downside for stocks
First Word
September 21
Equity markets fear "debt defaults" but US Treasuries didn't get the memo --> plus 6 other reasons this pullback likely gets bought hard
First Word
September 20
As we exit the Labor Day/ Rosh Hashana distortion period, case trends emerging as good
Granny Shots
September 17
GRANNY SHOTS: Best bets in 2021 - Week 37
Tom Lee's Equity Strategy
September 17
Survey Shows Consumers “Panicked” About Delta Variant Suggesting Negative Shocks Are Transitory
First Word
September 17
Survey shows consumers "panicked" about COVID, fear matching Feb 2021 levels. Further evidence negative shocks are transitory --> supports everything rally into YE
First Word
September 15