Tom Lee's Equity Strategy
As probabilities of benign-er outcomes rise, FAANG/Nasdaq should rebound first
The big event this week will be the May payrolls report. This is a case where bad news is good news. A strong jobs figure...
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Tom Lee's Equity Strategy
Multiple signs economy shifting to “buyer’s market” vs seller’s = downside to inflation = justify stocks strengthening
Inflation and fears of surging inflation are top of mind. There are many causes behind this rise in inflation from supply chain woes, war-related disruptions,...
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Tom Lee's Equity Strategy
DeMark webinar takeaways: S&P 500 to have one more selloff then “shocking” rally coming (within days)
Today’s note is a recap from our webinar with Tom DeMark, founder of DeMark Analytics and Symbolik. com. Tom DeMark has gained a large following...
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Tom Lee's Equity Strategy
S&P 500 waterfall decline of 16% (5 mos) seen only 18 times since 1940 = signs closer to end of selloff
Fed policy is already “biting hard” after 3 hikes—on the margin, 3 more reasons inflation pressures might be peaking Stocks continued their waterfall decline this...
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Tom Lee's Equity Strategy
Treachery Is Fully Evident Markets, But Risk-Reward Is Looking Attractive for Growth Stocks
It's been very painful and I think it's clear that not only are equity markets nervous and edgy, but they're hyper, hyper sensitive to inflationary...
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Tom Lee's Equity Strategy
Markets Have Terrible Week, But Risk/Reward of FAANG Beginning to Look Attractive
I am a huge Nicholas Cage fan. Some of his earliest movies had an influence in my youth — Peggy Sue Got Married, Moonstruck, Leaving...
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Featured Research
Washed Out Stocks
