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- Tom Lee's Equity Strategy
- Signal From Noise
Market's Kibosh on Oshkosh Is a Potential Opportunity
What’s the power of a few words? The recent sharp drop in the stock price of Oshkosh (ticker: OSK) shows pretty convincingly that Mr. Market (too) often shoots first and asks questions later. In the case of Oshkosh, on August 1, the company gave out a cautious comment on 2020...
- 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 when the Fed reduces rates during an expansionary period rather than ahead of or during a recession. As you’ll see below, such a move will...