panic
- Your Weekly Roadmap
- The Wall Street Debrief
Staying Cool Amid the Panic
Good evening: Many people seem to believe we live in especially exhaustive, volatile times. But the rhythms of our moment – pandemic, protest, pandemic, election, insurrection, pandemic, inflation, invasion of Ukraine, market volatility – are nothing new. As Tom Lee, our head of research, likes to note: There’s nothing new...
- First Word
When pundits panic, investors should counter-trade. 5 of last 6 FOMC, stocks rallied
If someone asked us to explain the primary difference in our relatively more sanguine view of the world versus consensus, it is really the difference between "fighting the Fed" and "counter-trading the panic." In many recent reports, we highlight (and continue to do so) how the bond market is doing...
First Word
3 reasons the Omicron panic cycle differs from past variants...Tracking for tradeable low 12/22-12/24 per M. Newton
We publish on a 4-day a week schedule: Monday Tuesday - Thomas Lee's 2022 Outlook @ 3pm SKIP WEDNESDAY SKIP THURSDAY SKIP FRIDAY - Christmas...
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First Word
Germany policymakers panic, but it is too early for financial markets to panic. Wait until "google search trends" panic
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday REGISTER NOW: EXCLUSIVE VIRTUAL CONFERENCE ON MARKET STRATEGY INTO THE YEAR-END...
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Tom Lee's Equity Strategy
Don't Panic Over Yield Inversion; US Stocks Attractive
The headlines and TV pundits have been screaming about the terrors of the inverted yield curve. After the yield on the 2-year U.S. Treasury note...
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