@Fundstrat
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Webinar
First Word
Several key milestones in June, including SpaceX IPO and first Fed Chair Warsh meeting
As we close out the first week of June, the S&P 500 is basically flat for the week, and up 11% YTD. We continue to...
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Macro Minute Video
Video: Macro Minute: Google capital raise brings AI IPO/public raise tally to $340 billion.
VIDEO_:_ We discuss the upcoming capital raises by SpaceX, Google, Anthropic and OpenAI. We believe investors are willing to provide this substantial capital in the...
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Macro Minute Video
Video: Macro Minute: Equity markets remain healthy, supported by strong economic data and earnings. Keeping an eye on SpaceX IPO
VIDEO_:_ We discuss how we generally view the rise in stocks since late April as healthy. The May ISM manufacturing report and April JOLTS (today)...
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First Word
MARKETING DECK: Resilient economy & corporates - S&P 500 Year-end Target: 7,700
2026: RESILIENCE AND US EXCEPTIONALISM3 PHASE MARKET7 BLACK SWANS: Argues for higher P/EUS RELATIVE POSITION: Compute and EnergyCHALLENGES LATER IN 2026: Driver for Phase 2?NEW...
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Webinar
First Word
May 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US AT 2PM ET ON 5/28 FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR...
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Macro Minute Video
Video: Macro Minute: US outperformance reflects its advantage in compute and Energy
VIDEO_:_ We discuss why the US is probably the best positioned of any region given the leadership in compute and energy. And South Korea is...
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First Word
The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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Macro Minute Video
Video: Macro Minute: The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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