FSI Blast

We need to thank ‘millennials’ for impressive resilience of US economy, evidenced by Nov jobs report

December 6, 2019 / Tom Lee

Market over-reaction to weak US PMIs. We expect market to bounce hard… (best guess)

December 3, 2019 / Tom Lee

Strong week and a growing chance the “highs of the year” take place next few weeks…

November 27, 2019 / Tom Lee

Latest Bloomberg Strategist survey highlights that even sell-side is not that constructive

November 18, 2019 / Tom Lee

Upside “dry powder” for S&P 500 as evidence mounting 2020 Economy › 2019 Economy…

November 16, 2019 / Tom Lee

Raising S&P 500 YE Target to 3,185 (+60) due → Santa Claus rally + ISM inflection + positioning… don’t sell this rally

November 7, 2019 / Tom Lee

Payrolls + ISM support “industrial cycle” bottoming –> 2020 economy > 2019 economy. Risk-on into YE and suggest 3,200 S&P 500

November 1, 2019 / Tom Lee

Latest Fed cut has fixed the yield curve

October 31, 2019 / Tom Lee

Reminder, as S&P 500 nears all-time high, ‘markets that go nowhere’ for 20 months historically resolve with upside breakout

October 25, 2019 / Tom Lee

Critical PMI data release in next week determine whether ‘PMI bottom’ thesis tracking….

October 25, 2019 / Tom Lee

CRYPTO Still risk-off for Bitcoin, not a matter of price…

October 24, 2019 / Tom Lee

82% probability of S&P 500 gains into YE (since 1930) and ‘Golden 6M’ for homebuilders

October 18, 2019 / Tom Lee

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