Tom Lee

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

Apr 14

COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive

First Word

Apr 13

COVID-19 UPDATE: Global cases within 8% of all-time highs, even as USA down 80%. Energy down 8 of the last 10 days, in past 20 years >8 of last 10 days point to strong 3M gains

First Word

Apr 12

COVID-19 UPDATE: Michigan COVID-19 hospitalizations could surge to new highs in coming weeks. S&P 500 gains YTD explained by +6.4% revisions to 2021 EPS by Street

Granny Shots

Apr 9

GRANNY SHOTS: Best bets in 2021 - Week 14

Tom Lee's Equity Strategy

Apr 9

COVID Cases Stable, VIX and Credit Suggest Epicenter Upside

Recommended Stock Ideas

Apr 9

Epicenter – Stocks with Uncommon Value During Uncommon Times

Recommended Stock Ideas

Apr 9

Top 35 “Power Epicenter Trifecta” Stock Ideas

First Word

Apr 9

COVID-19 UPDATE: Death rates collapse when state vaccine penetration >33%. Even as equities favor "quality" trade, credit sticks with "cyclical" trade (hint, credit usually wins). Implies IWM $239

First Word

Apr 7

COVID-19 UPDATE: CA set to re-open by June 15th, suggesting entire USA will be open by then. Rates > ISM for Epicenter trade. Institutions might be buying these 12 Growth stocks disguised as "Epicenter"

First Word

Apr 6

COVID-19 UPDATE: MA shows vaccinations crushing COVID-19 cases (age>60)... Looks like institutional investors are starting to nibble on "Epicenter" stocks

First Word

Apr 5

COVID-19 UPDATE: Daily vaccinations now 45X daily cases = way ahead. Conditions in place for a significant rally to continue into April led by Small-caps + Energy + Epicenter

Granny Shots

Apr 1

GRANNY SHOTS: Best bets in 2021 - Week 13

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