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Fundstrat's Tom Lee: Stock market is getting stronger
  + stars: | 2024-02-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFundstrat's Tom Lee: Stock market is getting strongerTom Lee, Fundstrat Global Advisors managing partner, joins 'Closing Bell' to discuss the Fed decision and market reaction.
Persons: Tom Lee Organizations: Fundstrat Global Advisors
Investors are embarking on a hectic week with key tech companies reporting and a big Federal Reserve meeting – and it could shape the next steps for the stock market's rally, said Fundstrat's Tom Lee. The surge in Big Tech helped carry the S&P 500 to a fresh record – and its first close above 4,900. "We were penciling in 5,000 [on the S&P 500], and we could maybe go higher," he said. "I do think we continue to be strong, but then after that, there's a big air pocket," Lee added. His year-end target for the S&P 500 is 5,200.
Persons: Tom Lee, Lee, CNBC's Contessa Brewer Organizations: Research, Fundstrat Global Advisors, Investors, Reserve, Microsoft, Apple, Meta, Big Tech, Dow Jones
Since 1928, the S & P 500 has finished up 20% or more about 36% of the time. Yes, 2022 was down about 19%, but the S & P has posted declines of 10% or more only 12% of the time since 1928. Could the S & P gain 20% again in 2024? That run from 1995 to 1999 was certainly epic, but that was the last time the S & P 500 saw back-to-back 20% gains. Regardless, with the S & P 500 closing the year at 4,769, a 20% gain next year would mean the S & P would hit 5,722.
Persons: Ben Carlson, Jessica Rabe, Nicholas Colas, Tom Lee, John Stoltzfus Organizations: Ritholtz Wealth Management, DataTrek Research, Fundstrat Global Advisors, Oppenheimer Asset Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDovish conversation in next FOMC meeting will fuel the year-end rally, says Fundstrat's LeeTom Lee, Fundstrat Global Advisors head of research, joins 'Squawk on the Street' to discuss his thoughts on the market's performance into year-end, the list of no-brainer stock buys, and the impact of rate cuts.
Persons: Fundstrat's Lee Tom Lee Organizations: Fundstrat Global Advisors
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFAANG and Tech are still the sectors to be in, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors, joins 'Closing Bell' to discuss his market outlook and sectors for investors to be in.
Persons: Tom Lee Tom Lee Organizations: Tech, Fundstrat Global Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe dollar rally has just about played out, says Wells Fargo's Michael SchumacherThomas Lee, Fundstrat Global Advisors, and Michael Schumacher, Wells Fargo, join 'The Exchange' to discuss the upcoming Fed meeting, the possibility of a year-end rally, and more.
Persons: Wells Fargo's Michael Schumacher Thomas Lee, Michael Schumacher, Wells Organizations: Fundstrat Global Advisors Locations: Wells Fargo
FAANG's fundamentals are not weaker, says Fundstrat's Tom Lee
  + stars: | 2023-10-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFAANG's fundamentals are not weaker, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors co-founder, joins 'Squawk on the Street' to discuss his level of conviction on the bull case for stocks into year-end, how the mood of investors is playing into equity performance, and more.
Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors
Fundstrat's Tom Lee: This is the time to get into FAANG
  + stars: | 2023-10-27 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFundstrat's Tom Lee: This is the time to get into FAANGTom Lee, Fundstrat Global Advisors co-founder, joins 'Closing Bell' to discuss FAANG stocks, earnings season and the slight surge in Bitcoin.
Persons: Tom Lee Organizations: Fundstrat Global Advisors
Fundstrat Global Advisors founder Tom Lee recently completed the quarterly rebalancing for his Granny Shots portfolio, a list of his top 36 stock picks which has consistently outperformed the market since its inception on Jan. 10, 2019. The Granny Shots portfolio, on the other hand, is up 157.3% in the same period, according to Fundstrat's website . This year alone, the Granny Shots portfolio's 19.33% rally has also outpaced the S & P 500's 13.9% gain. The portfolio takes its name from a style of underhanded shot in basketball that's considered to be highly efficient. Here are a few of the newest additions to Lee's Granny Portfolio.
Persons: Tom Lee, that's, Lee, Fundstrat's Mark Newton, Newton, Hess, Morgan Stanley, Oracle Organizations: Fundstrat Global, Granny, Jan, UST, Washington, Everest, Insurance, ISI, Oracle, CNBC, Caterpillar Locations: Fed
The market recovery from last week's lows could be an indication that a market bottom is in place, according to Fundstrat Global Advisors. "While some might see this as 'jumping the gun,' I do feel like there's a good likelihood that Equity market lows could be in place after the constructive bounce in recent days," wrote Mark Newton, the firm's head of technical strategy. Newton pointed to several reasons for this, including: Strong tech returns relative to the S & P 500 . Bank of America's Stephen Suttmeier also noted that the fourth quarter is usually a good one for the S & P 500, increasing the likelihood of the broader market index doing well going forward. Going forward, the next test for the S & P 500 comes near the 4,400 to 4,450 range, as investors work their way through oversold conditions, according to Rob Ginsberg of Wolfe Research.
Persons: Mark Newton, Newton, . Bank of America's Stephen Suttmeier, Suttmeier, Rob Ginsberg, Wolfe, — CNBC's Michael Bloom Organizations: Fundstrat Global Advisors, . Bank of America's, Wolfe Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market's saying conflict in Israel is 'limited in time and scope,' says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors co-founder, joins 'Squawk on the Street' to discuss why the market will focus on macroeconomic data moving forward, the ultimate impact of falling interest rates, and if rates have peaked.
Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors Locations: Israel
Investors should remain optimistic that markets can rally before the end of the year, according to Fundstrat Global Advisors managing partner and head of research Tom Lee. All three major indexes closed lower on Tuesday, with the S & P 500 shedding 1.4% and the tech-heavy Nasdaq Composite losing about 1.9%. "So someone could invest their money today in the S & P and earn double the return over the next decade, or they can earn half of that owning a Treasury bond." Lee also remains optimistic that Wall Street could see a "pretty violent upside rally," and he is sticking with a previous 4,825 forecast for the S & P 500 by the end of the year. "I'm pretty confident that we're going to have a nice rally into year end, much higher from where we are now," Lee said.
Persons: Tom Lee, Lee Organizations: Fundstrat Global Advisors, Nasdaq, Dow Jones, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed doesn't want a recession: Former PIMCO chief economist Paul McCulleyPaul McCulley, former PIMCO chief economist, Tom Lee, managing partner and head of research at Fundstrat Global Advisors, and CNBC’s Steve Liesman join 'The Exchange' to discuss their expectation from the Federal Reserve's 2-day meeting, what their decision on rate hikes mean for the markets, and more.
Persons: Paul McCulley Paul McCulley, Tom Lee, Steve Liesman Organizations: Fundstrat Global Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket will rally when Federal Reserve announces end of rate hikes, says Fundstrat's LeeTom Lee, Fundstrat Global Advisors, joins 'Squawk on the Street' to discuss what the Federal Reserve could signal at next week's meeting, whether it's wrong to assume a stock rally once the Fed signals the end of rate hikes, and more.
Persons: Fundstrat's Lee Tom Lee Organizations: Federal Reserve, Fundstrat Global Advisors, Federal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAdobe falls after earnings as macroeconomic and acquisition headwinds loom. How to play the stockJoe Terranova of Virtus Investment Partners, Tom Lee of Fundstrat Global Advisors and Brian Vendig of MJP Wealth Advisors discussed Adobe after the company reported third-quarter earnings and revenue that beat expectations.
Persons: Joe Terranova, Tom Lee, Brian Vendig Organizations: Virtus Investment Partners, Fundstrat Global Advisors, MJP Wealth, Adobe
The selloff this week in the Nasdaq Composite is a buying opportunity, according to Tom Lee, head of research at Fundstrat Global Advisors. .IXIC 5D mountain Nasdaq Composite's 5-day performance However, Lee said there are signs that inflation is tracking lower. "If inflation is falling and companies are becoming more confident — and we already know corporate profit revisions have been positive. The tech giant slid 5% this week on reports that China is restricting iPhone use by government workers. However, Lee thinks Apple isn't going to face big risks in China because it is a structural partner with the country.
Persons: Tom Lee, Lee, Apple Organizations: Nasdaq, Fundstrat Global Advisors Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple-China concerns are creating a buying opportunity, says Fundstrat's Tom LeeTom Lee, Fundstrat Tom Lee, Fundstrat Global Advisors co-Founder, managing partner and head of research, joins 'Squawk on the Street' to discuss concerns over Apple's China relations presenting a buy opportunity, realized rent rates coming down suggesting progress on inflation, and the Fed's timeline for lifting rates.
Persons: Tom Lee Tom Lee, Fundstrat Tom Lee Organizations: Apple, Fundstrat Global Advisors Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Fundstrat's Tom Lee and 3Fourteen's Warren PiesTom Lee, Fundstrat Global Advisors co-founder, and Warren Pies, 3Fourteen Research co-founder, join 'Closing Bell' to discuss the shaky start to September and their market expectations.
Persons: Fundstrat's Tom Lee, 3Fourteen's Warren, Tom Lee, Warren Organizations: Fundstrat Global Advisors, 3Fourteen Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors aren't being paid to bet on a soft landing, says 3Fourteen's Warren PiesTom Lee, Fundstrat Global Advisors co-founder, and Warren Pies, 3Fourteen Research co-founder, join 'Closing Bell' to discuss the shaky start to September and their market expectations.
Persons: Warren, Tom Lee Organizations: Fundstrat Global Advisors, 3Fourteen Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia jumps amid rally in tech. Here's what the pros have to sayTom Lee of Fundstrat Global Advisors, Dan Ives of Wedbush Securities and Jim Lebenthal of Cerity Partners discussed Nvidia after the stock rallied Tuesday and Morgan Stanley reiterated the name as overweight.
Persons: Tom Lee, Dan Ives, Jim Lebenthal, Morgan Stanley Organizations: Nvidia, Fundstrat Global Advisors, Wedbush Securities, Cerity Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Fundstrat's Tom Lee on market outlook and inflation readingsTom Lee, Fundstrat Global Advisors, joins 'Squawk on the Street' to discuss the latest job openings data, the Fed rhetoric that would back up inflation's trajectory, and Lee's insights from Powell's Jackson Hole speech.
Persons: Fundstrat's Tom Lee, Tom Lee, Powell's Jackson Organizations: Fundstrat Global Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation on a 'glide path lower' following JOLTs data and other signs, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors, joins 'Squawk on the Street' to discuss the latest job openings data, the Fed rhetoric that would back up inflation's trajectory, and Lee's insights from Powell's Jackson Hole speech.
Persons: Tom Lee Tom Lee, Powell's Jackson Organizations: Fundstrat Global Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation is on a glide path towards sub-2% by the middle of next year, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors co-founder, joins 'Squawk Box' to discuss the latest market trends, inflation outlook, the Fed's rate hike campaign, cryptocurrency, and more.
Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI think the Fed is done hiking for this cycle, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors managing partner, joins 'Last Call' to talk today's CPI report, what's ahead for the Federal Reserve and what all of this could mean for the markets moving forward.
Persons: Tom Lee Tom Lee Organizations: Fundstrat Global Advisors, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVery possible we could have a painful drawdown in H1 '24, says Fundstrat's Tom LeeTom Lee, Fundstrat Global Advisors co-founder, joins 'Squawk Box' joins 'Squawk on the Street' to discuss why August could be tricky for markets, whether Lee's worried about market bullishness, and more.
Persons: Tom Lee Tom Lee, Lee's Organizations: Fundstrat Global Advisors
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