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- Tom Lee's Equity Strategy
Overweight Value, Cyclicals; Favor Tech, Energy, Industrials
In my previous missives about 2020, I outlined our market view from 30,000 feet, so to speak, that our base case outlook is U.S. stocks rise 10% plus—to about 3450 on the Standard & Poor’s 500 index. This is predicated on index earnings growth of about the same amount or...
Tom Lee's Equity Strategy
Deep Drill into Data Shows Re-Accelerating Economy in 2020
Investors who look more deeply into what the market is saying will always do better. The consensus market mantra is that we are “late cycle”...
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Tom Lee's Equity Strategy
Don't Fight the Fed: Go for Growth and Cyclical Sectors
What’s a Federal Reserve Board interest rate cut worth to the stock market? We’ll soon find out, but history suggest it’s quite valuable to investors...
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