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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...

Jake Blucker OJX7gIU3E6U Unsplash

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...

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
December 20, 2021

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 Holiday ------------------------- SAVE THE DATE: FUNDSTRAT THOMAS LEE'S 2022 OUTLOOK - TUESDAY (12/21) AT 3PM ET… While the S&P 500 managed to produce an impressive...

  • First Word
November 16, 2021

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 AND BEYOND - THURSDAY (11/18) AT 10AM ET... Please join us on Thursday November 18 at 10:00am ET for our annual virtual conference as the...

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 rose above the 10-year last Wednesday, a mini-panic ensued. Equity markets fell about 4% at one point after the 2-yr-10-yr US yield curve went negative,...