Thomas (Tom) Lee (not drummer) FSInsight.com Profile Banner
Thomas (Tom) Lee (not drummer) FSInsight.com Profile
Thomas (Tom) Lee (not drummer) FSInsight.com

@fundstrat

311,291
Followers
672
Following
2,339
Media
38,279
Statuses

@fs_insight Head of Research @CNBC Contributor. FSInsight Premium Service: Wikipedia: Alma Mater @Wharton

New York, NY
Joined July 2014
Don't wanna be here? Send us removal request.
Pinned Tweet
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
7 days
The fact that the S&P 500 $SPY recovered so quickly from #TokyoBlackMonday (8/5) is a sign of strength 💪 - catalysts exist for week ahead 🚀🧨 Great speaking with @JoeSquawk @andrewrsorkin on @SquawkCNBC @fs_insight #ThursdayWisdom #JacksonHole2024 $IWM #bitcoin
@SquawkCNBC
Squawk Box
7 days
“We viewed this ultimately as being a growth scare,” says @fundstrat Tom Lee on the volatility index spiking earlier this month. “The markets showed a lot of resilience. The fact that it snapped back so sharply shows how strong it is.”
18
43
347
29
58
541
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
Just an observation, but if $BTC re-attains its all-time high this year, it is only 18-20 months from prior high. When a market re-attains a high so quickly, one could argue the prior high was not a bubble after all. Hmmmm
181
558
3K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
I read the article which triggered the @twitter ban and I agree with @zerohedge contention that all of the information disclosed is publicly available from a website. So I am not exactly clear why zero hedge is banned?!
@business
Bloomberg
5 years
Zero Hedge, which had more than 670,000 followers, was permanently suspended from Twitter
1K
2K
5K
165
564
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 months
Today is Easter, the happiest day of the year. He is risen ✝️ He died for us. If Jesus Christ didn’t abandon us in his darkness, we know he is with us in our darkest days.
156
169
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 days
This is a very unstable tax policy. Would be opposite of creating incentives to be long-term oriented
@JoeyMannarinoUS
Joey Mannarino
9 days
Kamala Harris has endorsed a tax on unrealized capital gains. In other words, if you buy a Bitcoin at $50,000 and it goes up to $70,000 but you don’t cash out the Bitcoin… you still owe tax on the $20,000 capital gains. This is INSANITY. She cannot win. There will be no
3K
21K
69K
270
766
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
My dad's birthday today. Someone I admire most and best example "risk-takers" driving #America greatness - came to USA 1962, barely speaking English - but trained MD - became a successful #psychiatrist I got my strengths from "mom + dad" Pic of me tagging along to office
Tweet media one
159
32
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Amazing 🤩
@Agronveliu97
Agron
3 years
In a world full of Putins, be a Zelenskyy. #Ukraine 🇺🇦
Tweet media one
104
745
6K
95
194
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 months
Tweet media one
200
54
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
To be clear, if #bitcoin hits $99,500 this year, it is the same as reaching $100,000.
175
108
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Friends. I am on #vacay 🏝️☀️🌊 - returning 1/8 - which is also fifth trading day of 2024 Good timing! @FourSeasons @FSLosCabos #Wednesdayvibe @fs_insight $IWM
Tweet media one
Tweet media two
Tweet media three
200
18
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
CRYPTO: With SEC clarity yesterday on #ETH , 65% of the current crypto market cap is a “commodity” ($BTC $ETH $BCH $LTC). Seems like the roadmap for institutions to invest in crypto is becoming clearer...
38
461
2K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
In most markets, a ‘new high’ is needed to confirm a breakout But with #bitcoin , when it trades at a price seen only 3% of its history, this has confirmed a new high imminent. This makes crypto different. This ‘3%’ is $10,000. FOMO = $10,000 Currently $250 away from FOMO
79
286
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
10 months
Face ripper 👇
@LastCallCNBC
Last Call
10 months
“I think we could get something that could feel like a face ripper like we had in July,” says @fundstrat 's Tom Lee ahead of the October CPI report.
52
68
440
147
103
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
We still see high probabilities of a rally into YE, favoring small-caps and financials and equal-weight S&P 500 - Primary reason is 65% of large-cap fund managers are missing their benchmark = chase stocks - Fund managers buy "beaten down" and "shorted names" = HF short
96
194
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Y’all. Don’t bet against ⁦ @CathieDWood ⁩ of $ARKK - one of the greatest investment minds I ever met - great foresight and patience ETF looks like it bottomed on Friday
Tweet media one
119
135
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 months
Catch me on @cnbc @SquawkStreet today at 10:30am ET - doing interview 5 minutes before my flight boards from #bogota to #medellin First ever interview I have done literally next to the boarding gate 😂 @fs_insight #tuesdayvibe $IWM $SPY
Tweet media one
@fs_insight
FS Insight
6 months
Don't miss @fundstrat on @SquawkStreet TODAY at 10:30am ET! 🔥🙌🏻 Get daily market update videos, institutional-grade research, and stock lists from Tom Lee, only at FS Insight!💯☑️
Tweet media one
7
11
65
133
54
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
23 days
This is hilarious 😂
@bksullivan14
B Sullivan
23 days
Tweet media one
7
2
41
106
27
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 years
Our firm raises #ethereum $ETH price objective to $10,500. - yup - see report from digital asset lead ⁦ @David_Grid ⁩ Get the “first word” at 👇
Tweet media one
77
246
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 months
@carlquintanilla
Carl Quintanilla
4 months
S&P 5300 🇺🇸
Tweet media one
55
65
1K
80
51
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Happy Easter! He is risen. - He is our great hope - wishing hope and blessings to you and your families - also look forward to a time when we can all gather together PS: wishing blessings and love even to the haters. 😉
92
36
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
At the start of 2023, our call for a 25% gain was derided as impossible: - consensus argued the logical in 2023 was a “hard landing” = stocks do bad - we viewed inflation as transitory and Fed doing too much Hence, our “radical” view completely opposite to anchored view of
@CNBCClosingBell
CNBC's Closing Bell
8 months
Tom Lee of @fundstrat gives the continued bull case for stocks as we head into the new year:
55
74
561
102
109
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
Fake news. This is not what our firm said
Bitcoin Bull Tom Lee Predicted a $25,000 Milestone in December. His Firm Just Set a Target of $2,270 in Q1 2019
106
79
274
94
237
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
@MylesUdland But please do not name after my cousin “Ug”
18
28
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Happy new year friends 🎊 Final thoughts on 2021: - grow your wealth letting returns ‘compound’ - buy stocks that compound returns - equity investing not a zero sum game - everybody wins as long as one is ‘long term greedy’ PS: stop treating opposing views as heresy.
86
92
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
My last visit to @NYSE and @CNBC set for 2024 Merry Christmas 🎄🎁 ‼️‼️‼️
112
22
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 month
This is bad 👀👀👀👀 👇
@GameofTrades_
Game of Trades
1 month
ALERT: US population growth has completely collapsed Reaching levels near 0% = almost NO growth This is worse than even the Great Depression
Tweet media one
167
354
2K
304
151
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 month
$NVDA is a #grannyshot 🚀🚀🚀🚀🚀 long-term #HODL @fs_insight #TuesdayBlessings
@TreGraves_
Tre Graves
1 month
Tom Lee @fundstrat says $NVDA could potentially 10x from here. "Nvidia's revenue could be $1 trillion by the end of the decade and Nvidia's revenue's are $100 billion right now, so Nvidia itself could be a 10x"
28
47
374
58
126
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Are bears gonna get “face ripped” next 6 days? Maybe #btfd @fs_insight $IWM $RSP $KRE
120
86
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
In a period where: —political tensions escalate between US and China, —global equity markets fall sharply —VIX largest spike in many months —global yield curves flatten/invert #bitcoin has RISEN and >$6,000 Crypto showing its value as an uncorrelated asset.
52
260
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
11 months
A 🧵🪡 1/ The S&P 500 $SPY down -5% from peak in #August Storm clouds 🌧️ gathering: - govt #shutdown - @UAW strike - student loan payment resumption - $90 #oil - interest rates higher - sentiment awful Does this mean the highs of 2023 are in? No. But short-term pain
78
185
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 months
Catch on @CNBCClosingBell as I do interview from a car! Stuck in traffic in Mexico City !
Tweet media one
136
22
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
CRYPTO: we are launching 5 sector indices to track specific segments of the crypto market—commodities, platforms, exchanges, privacy and stable coins—these 5 represent 75% of crypto market cap
Tweet media one
86
386
997
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 year
Me nerding out at #stlv57
Tweet media one
80
9
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
Bitcoin is best performing asset class YTD +26%... demand for "safe haven" is boosting Bitcoin and arguably, #Bitcoin is seen as a better "safe haven" than $Gold #gold - Gold is up a decent 3% vs a whopping 26% for Bitcoin
Tweet media one
70
330
988
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
My oldest child sent me these 🌹🌷today - such a pleasant surprise! 😍 - she is so thoughtful and a wonderful human ❤️❤️🙏🙏🙏 Kids = best thing in life @fs_insight
Tweet media one
43
17
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
11 months
Yup 👍
@Barchart
Barchart
11 months
A violent upside stock market rally is coming before the end of the year says Fundstrat's Tom Lee
Tweet media one
143
114
782
84
80
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
10 months
Face ripper intact 👇
@LastCallCNBC
Last Call
10 months
"There is so much money on the sidelines that the inflows into year-end are going to create a lot of market breadth," says @fundstrat 's Tom Lee after he predicted today's "face-ripper" rally on Wall Street.
41
86
523
78
90
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
10 months
ummm... this did not age well 😀😀😀 #faceripper
103
43
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 years
#Bitcoin Bitcoin is best performing asset class in 2020, beating Treasuries and Gold, both up an impressive +21%, +13% - Bitcoin top performer in 2019 - the 'halvening' happens within days - Paul Tudor Jones buying Bitcoin Solid set of tailwinds #BTFD
Tweet media one
62
336
974
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
10 months
Tesla down -9% today, an eye popping 👀 decline on heels of quarterly results - while it feels catastrophic, this merely ranks as the 31st 1-day decline for $TSLA - did thesis end the other 30 times? You know what that means…ultimately #BTD PS: it’s a #grannyshot
Tweet media one
115
190
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
9 months
Great speaking with @ScottWapnerCNBC on @CNBCClosingBell - there is room for positive surprise in #2024 #ThursdayMotivation @fs_insight
@CNBCClosingBell
CNBC's Closing Bell
9 months
“I’d say that stocks can do very well next year,” says @fs_insight ’s Tom Lee. He shares his outlook for what’s to come in 2024:
65
99
578
298
268
962
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
2 months
😘😘😘 🎯 #thursdaymorning
@carlquintanilla
Carl Quintanilla
2 months
$SPX 5500 @fundstrat
Tweet media one
26
27
477
87
34
1K
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
2 years
If you rage sold this past week, you sold the #bottom - bears 🐻 too confident of unstoppable inflation - half of 50 metrics tracking factors of inflation are already negative YoY Get the “first word” at @fs_insight
Tweet media one
131
191
986
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 months
Dear angry bear 🐻 Brains 🧠 is not what makes a good investor Instead, it’s understanding what angry Bears are doing Please, DM me, your trading, so I can counter trade
@lolimanidi8582
lolimanidiot
6 months
@dampedspring @fundstrat Tom Lee is braindead, hope that helps
11
0
3
98
50
991
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
Taking a step back, with $BTC #bitcoin at new 2019 highs, don’t those old highs look like a few FOMO days away? Crypto winter is over...
Tweet media one
53
156
918
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
CRYPTO: It’s a sign of a positive change in crypto that #BTC has essentially shrugged off the #Winkelvoss ETF rejection. If this took place in Apri-June (more bearish period), the crypto market would have seen a sizable sell-off. In short, affirming why technicals improving.
39
193
897
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 months
$TSLA strong 🦾 +13% after hours
Tweet media one
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 months
$TSLA still a #grannyshot - near term, @MarkNewtonCMT doesn’t see it ‘tactically’ attractive But the long term thesis intact @fs_insight #MondayMorning
27
24
365
65
60
975
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Just my opinion, but I don’t think the #Fed is responsible for the surge in inflation It was a messed up supply chain, coupled with huge fiscal stimulus, coupled with a bullwhip effect. We know easy money has been around in Japan, and it never caused inflation @ScottWapnerCNBC
168
77
970
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 months
March #CPI disappointed +0.36% Core MoM no better than Feb +0.36% - bar raised #Fed to cut - but #autoinsurance soared +2.85% MoM, bulk of miss PS: stocks fell each of last 3 #CPI reports. 3 of 3 recovered by 6th trading day. Similar now. Economy strong. Fed dovish. $6T of
@LastCallCNBC
Last Call
5 months
"It is going to push out the probability of a June cut, but, that being said, I don't think this entirely eliminates the possibility of a June cut," says @fundstrat 's Tom Lee after hot inflation data rattled the markets.
18
27
225
69
106
951
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
CRYPTO: We hosted a small group of institutional investors on 4/23, mix of crypto and traditional macro HF/long-only. Results below. Key takeaway, institutions believe #BTC bottomed. We see this as a leading indicator for inflows of big money into Crypto
Tweet media one
51
445
877
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Wishing everyone a blessed Merry Christmas 🎄🎁 - Blessings upon everyone and joyous time with friends and family ✝️❤️
@timkellernyc
Timothy Keller (1950-2023)
8 months
No one is really neutral about whether Christmas is true. If the Son of God was really born in a manger, then we have lost the right to be in charge of our lives.
11
81
653
89
24
954
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 years
I am not trying to trigger anyone, just wondering aloud: - blizzards and heavy snow in Northeast, worst in a decade - worst cold/snow across Texas in decades and even Pacific Northwest ...is this consistent with a “global warming” thesis?
516
77
917
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
2 years
a🧵 1/2 For what its worth, the fact S&P 500 has spend 6 days >200D shows our "unpopular opinion" is arguably now central case: - inflation hit a wall in Oct 2022 - Fed needs to course correct, possibly Feb FOMC - stocks bottomed 10/12/2023 Looking more and more like Aug 1982
Tweet media one
132
176
907
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 year
There is a lot of profit taking on stocks today and this is creating a lot of angst - but S&P 500 has been relentlessly advancing - its ok for the market to have a #down day @fs_insight
Tweet media one
87
67
914
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
🔥🔥🔥🔥‼️‼️‼️‼️ 👇 2024!
@DivesTech
Dan Ives
8 months
Our Top 10 Tech List for 2024 🐂🔥👇
Tweet media one
101
273
2K
36
136
924
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 months
Decided to take a Time Machine back to 70s to understand #inflation and culture - focus on what is #stagflation 😂 Hope everyone had a good weekend #sundayvibes
Tweet media one
Tweet media two
90
12
906
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Merry Christmas 🎄 to all I pray for peace and joy and healing in 2022. The pandemic wrought terrible tragedy to all of our lives. The real message of #christmas is hope and joy ❤️😊
61
29
890
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 months
Probabilities favor stocks strong 💪 in #June 📈📊 - incoming #inflation + #jobs data to show #cooling = good - many #cautious given -6% in April - #drypowder $6T cash Great speaking 🗣️with @JoeSquawk on @SquawkCNBC @BeckyQuick @andrewrsorkin @fs_insight #tuesdaymotivation
@SquawkCNBC
Squawk Box
3 months
Tom Lee of @fundstrat explains why he sees $SPX going to 5,500 by the end of the month:
57
92
563
61
108
906
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 years
I crossed 100K twitter followed in the past day. 🙏🙏🙏🙏🙏🙏😍😍😍😍 Thank you everyone for the follow!!! Have a wonderful Saturday
118
17
855
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Please. Stop hating on @CathieDWood She has done more for spotlighting great ideas than anyone I know.
@ccubillz
Joe
3 years
@itzstockchartz @fundstrat Cathie wood also thought it was a great idea to buy a clear fraud like workhorse. She’s wrong time to time like the rest of us
5
0
10
75
37
873
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
@saylor
Michael Saylor⚡️
8 months
Welcome to 2024, The Year of #Bitcoin .
Tweet media one
1K
4K
22K
30
87
882
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Peeps. This is Max Meyers, senior executive producers of @CNBC - Max is the first guy that put me on @CNBC on a regular slot #StrategySession - it all started with max We are at Grassinis in Englewood Cliffs @LastCallCNBC @fs_insight
Tweet media one
60
21
880
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
2 months
In our view, #equities are still mid cycle 💪🚨 - too many #topcallers on $NVDA In case you missed it, segment with ⁦ @KellyCNBC ⁩ ⁦ @fs_insight #weekendmusings BYLINE: There's still a lot of upside in Nvidia, says Fundstrat's Tom Lee @CNBC
46
99
886
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 months
@amitisinvesting
amit
3 months
THIS IS A CLIP FROM 2017 WHERE ANDREW LEFT (GUY SHORTING $GME RIGHT NOW) TELLS TOM LEE @fundstrat THAT HE'S AN IDIOT FOR SAYING $BTC BITCOIN WILL GO TO $25K WHEN IT WAS AT $5K BITCOIN IS NOW AT $70K
69
74
596
83
78
877
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
A critical service delivered seamlessly because it literally transcends (“above”) global borders 👇 - my mind semi-blown @elonmusk
@elonmusk
Elon Musk
3 years
@FedorovMykhailo Starlink service is now active in Ukraine. More terminals en route.
26K
123K
746K
44
56
866
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
Bitcoin is proving itself to be a valid macro hedge. That is a change in its character this year and sets it up for new highs.
@CNBCFastMoney
CNBC's Fast Money
5 years
Bitcoin will rally to new highs as market mayhem continues, says @fundstrat 's Tom Lee. Here's why.
59
274
914
26
188
807
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 year
🧵🪡 Today is #FatherDay 🥰 I am glad my kids wished me a happy day, but I wanted to tribute my dad 👨 (sadly passed away last year 😭😢) He always offered pearls of wisdom, so I wanted to pass along 4 (of many) which I use for understanding markets…keep reading please
Tweet media one
61
45
873
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 year
Oldie but a goodie 👇 (PS: Love the warning label)
@Hedgeye
Hedgeye
2 years
Every Tom Lee appearance on CNBC should come with a warning like cigarettes “Listening to this shit will kill you.” Something like that
96
30
369
103
34
850
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
1 month
Agree brother 🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸
@dougboneparth
Douglas A. Boneparth
1 month
Beyond disgusting to see American flags burned and monuments destroyed in our nation’s capitol. I’m so sick of this.
351
361
5K
28
43
858
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Me this week 👇
115
36
836
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 years
Merry Christmas 🎄 - hoping the holiday season brings out the best in us - praying for those in need Today the King is born!
81
21
830
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
9 months
Powell no longer invoking Volcker - risk-on #FOMC #Wednesdaymotivations $IWM $KRE $QQQ $SPY
70
90
830
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
7 months
A 🧵🪡 1/2 Important to see how S&P 500 $SPY reacts at 5,000 👇 - market has been getting stronger so it may simply soar past Good speaking with @ScottWapnerCNBC in @CNBCClosingBell @fs_insight #FridayVibes
@CNBCClosingBell
CNBC's Closing Bell
7 months
"If this is a strong market, 5,000 [on the S&P 500] won't mean anything. But in February, 5,000 could be a short-term top before there's a big air pocket. It's a level to watch," says @fundstrat
26
67
458
60
130
825
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
9 months
Great to run into @SullyCNBC while I am snapping a selfie at the @NYSE tree lighting (tonight)
Tweet media one
30
22
839
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
Bitcoin moved back above its 200-day moving average on 1/27... positive milestone and reinforcing 2020 shaping up to be great year for $BTC #bitcoin - whenever BTC >200D, win-rate (6M forward) jumps to 80% and essentially "re-entering" bull market (>200D) #BTD #bestasset2020
Tweet media one
39
212
784
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
2 years
Merry Christmas 🎁🎄 I hope everyone has a wonderful holiday with friends and family There is so much positive meaning to this holiday for all. 🙏 God with us
76
16
831
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
22 days
Was a rough 3 days of relentless selling, but instead of #breaking equity markets… - #VIX falling - BoJ pausing #hikes - stocks finding #footing Seems more “growth scare” not calamity #WednesdayFeeling @fs_insight @carlquintanilla
@carlquintanilla
Carl Quintanilla
22 days
FUNDSTRAT: “.. equity markets managed to rally strongly Tuesday. To us, this is very constructive and strongly supports the idea the ‘worst of the selling is behind us.’ .. “.. And we also view this panic as ultimately being a growth scare (coupled with a carry trade unwind.”
Tweet media one
17
48
257
47
92
838
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Looking into 2024, the “fat pitch” for next few years could be small-caps $IWM - on relative valuation, right at 1999 lows which is when $IWM launched 🚀🧨 for 12 years of gains PS: history only a guide 🗺️🗾 @fs_insight @SquawkStreet @SaraEisen @BobPisani #stocks
@SquawkStreet
Squawk on the Street
8 months
. @Fundstrat tells @SaraEisen & @BobPisani he's bullish on small-caps in 2024. “I think people need to put a long-term lens on small-caps.”
26
44
321
46
124
813
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
7 days
@Micro2Macr0
Micro2Macr0
8 days
My high target is $280,000 for #Bitcoin
58
52
752
32
56
826
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Happy new year 🎊🎈 to all - there was a lot of suffering and turmoil in 2023 - but also a lot of positives as well Time to put 2023 in the rear view mirror 🪞 and focus on 2024! Let’s make it a great year @fs_insight #NewBeginnings2024
59
23
804
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
7 months
We expected “new highs in Jan” - key week ahead and determines how high - our base case is next move is then a pullback in 1H Looking for breadth expansion $IWM @LastCallCNBC @fs_insight #Mondayvibes
@LastCallCNBC
Last Call
7 months
“We expected new highs by late January, which was on schedule, and I think this week is gonna tell us how much further we go,” says @fundstrat ’s Tom Lee. “I do think we continue to be strong, but then after that, I think there’s a big air pocket.”
32
56
443
66
106
803
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 months
Probabilities suggest small-caps $IWM big incremental opportunity 🚀in 2024 👇 - great speaking with @SullyCNBC @fs_insight @LastCallCNBC #Wednesdayvibe
@LastCallCNBC
Last Call
5 months
"Are you all in on small caps?" @SullyCNBC asks. "We are," says @fundstrat 's Tom Lee. "With the Fed doing a dovish pause and CEOs getting more confident... I do think the Russell can rise 50% this year."
73
155
874
73
110
788
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
This is disappointing @APompliano suspended and falls into the same magnitude as the suspension of @zerohedge @freezerohedge a few weeks ago. - can’t really fathom how ‘the pomp’ did anything to warrant a suspension and hope it’s not permanent. Unfair purging of #dissidents
@Dogetoshi
Steven
5 years
Tweet media one
5
4
17
96
129
747
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
Why is the market anxious in front of this Fed rate cut? Consider this fact: - the average portfolio manager has 8.7 yrs experience per @MorningstarInc , which means running portfolio only since 2010. - half of fund managers NEVER SEEN A RATE CUT IN THEIR PROFESSIONAL CAREER!!
60
146
734
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 years
This is something that people in the US do not fully appreciate...
@der_kil_
mos
5 years
@fundstrat As a resident in Turkey, I see no safe option but Bitcoin.
17
33
226
23
138
722
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
11 months
Praying for the souls of the world 🌎 today. He hears our cries
41
25
779
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
4 months
#CPI report today confirming this is the case 👇 #Wednesdayvibe
@SquawkCNBC
Squawk Box
4 months
“I think inflation is going to cool pretty dramatically,” says Tom Lee of @fundstrat . “I don’t know when but it’ll be sometime in the second half of this year.”
55
92
588
43
57
777
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
CRYPTO: I think we may be turning corner (positive) on US regulatory overhang. Why? I don’t believe @coinbase would announce Keystone and @circlepay would seek a bank unless they saw sufficient clarity to “run towards” regulation. Hence, positive for #BTC
Tweet media one
20
292
705
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
2 years
Today is #GoodFriday The day Jesus gave his Life to save us Have a blessed day
61
39
755
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 months
#GoodFriday , as Tim Keller reminds us, Jesus came here to find us ❤️ “The most important one,” answered Jesus, “is this: ‘Hear, O Israel: The Lord our God, the Lord is one. Love the Lord your God with all your heart and with all your soul and with all your mind and with all your
@scottadamson
scott adamson
15 years
Redeemer's Tim Keller (my "boss") on MSNBC's Morning Joe from Good Friday ( http://bit.ly/2EYs4W)
0
0
2
82
61
770
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 months
Tweet media one
78
22
761
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
3 years
Really really really good news 👇
@ScottGottliebMD
Scott Gottlieb, MD
3 years
“South Africa’s government, buoyed by encouraging data showing that infections from the Omicron variant aren’t as severe, has dropped quarantine restrictions for all but symptomatic people.” - The New York Times ⁦ @nytimes
74
538
2K
48
76
746
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
CRYPTO: Our quant/data scientist @fundstratQuant publishing #bitcoin mining white paper. Crypto mining economics lead/explain $BTC price—suggests $39,000 per bitcoin by YE19. key takeaways below...
Tweet media one
57
339
704
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
A 🧵🪡 1/ Yesterday on @LastCallCNBC , @SullyCNBC asked me what we saw at start of 2023 to enable us to get the call “right” at the start of the year - I gave a quick answer - but want to give a fuller answer here on @X Plz keep reading… @fs_insight #SaturdayThoughts
@LastCallCNBC
Last Call
8 months
At the start of the year, many strategists were bearish, except for one... @fundstrat 's Tom Lee. The "Oracle of Optimism" explains why he had the highest year-end S&P 500 target, and why he was so right.
33
58
382
51
101
750
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Ummm Can we stop playing with #viruses plz
@nypost
New York Post
8 months
Chinese lab crafts mutant COVID-19 strain with 100% kill streak in ‘humanized’ mice: ‘Surprisingly’ rapid death
Tweet media one
3K
2K
8K
42
61
761
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
6 years
CRYPTO: A major announcement at #consensus2018 that did not seem to get a lot of airtime @LedgerHQ announcing an institutional custody solution in partnership with @Nomura and @GABIjersey . Addresses a major issue for institutional investors
19
274
711
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
8 months
Great speaking with @ScottWapnerCNBC today on @CNBCClosingBell - terrible first week of 2024, but also wrong to view this as “year will be bad” Many tailwinds developing ( #Fed 🕊️) plus strong market #breadth in Dec can’t be ignored Be vigilant but avoid getting too
@CNBCClosingBell
CNBC's Closing Bell
8 months
Why @fundstrat says he's not wavering from his bullish view on the market despite a rocky start to the year for stocks:
38
63
445
59
69
754
@fundstrat
Thomas (Tom) Lee (not drummer) FSInsight.com
5 months
In our view, probabilities favor the #Fed becoming more confident or at least 3 cuts markets by June. As there will be 3 inflation reports by June (CPI Mar, Apr, May) - this is supportive of equities - hence, buying the “dip” of this recent pullback makes sense @fs_insight
@LastCallCNBC
Last Call
5 months
"3 cuts actually may be too low. There's a possibility for more than 3 cuts this year," says @fundstrat 's Tom Lee as Wall Street giants @StevenACohen2 and @davidein offer contrasting views on the Fed's rate path.
24
40
224
66
106
738