Stocks can continue to outperform even if rates stay high, says Fundstrat's Tom Lee
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- เผยแพร่เมื่อ 15 พ.ค. 2024
- Raghuram Rajan, former governor of India's central bank and professor at University of Chicago Booth School of Business, and Tom Lee, co-founder and head of research at Fundstrat, join CNBC's 'Power Lunch' to discuss the Fed's inflation dilemma, China's economic recovery, and more.
I am a bit skeptical about the high rate because of the stock market. Bull or bear dilemma, the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks
I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000
Please will you be kind enough to share the details of the man that helped you?
Actually its a Lady. Yes my go to person is a 'Michele Katherine Singh'. So easy and compassionate Lady. You should take a look at her work.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her
Stocks in the short term look more likely to move downward. I Just inherited $500k which I Look forward to invest. Is this a good time to invest aggressively or be reserved.
I'd suggest you consider financial advisory at this point in time, remember you are in for the long haul
Agreed, After taking charge of my portfolio in early 2017, i stumbled into losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor in 2020 and since then my $1.2m portfolio has gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
AMBER RUSSELL BENNETT is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her
Every week I buy more of whatever is the lowest percentage of my portfolio and try to keep everything around 10%. Please what could be my safest buys with $400k to outperform the market in 2024?
I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery.
This is why I've entrusted a fiduciary with my investmnt decisions. Many underestimate advisors until emotions lead to losses. My advisor crafted a tailored strategy aligning with my long-term goals, guiding entry and exit points for the equities I focus on. This has grown my portfolio to over $850k. My personal best so far
How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.
Rachel Sarah Parrish is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call.
In Tom Lee We Trust 🇺🇸🙏💵📈
Buy the dip guy😂
Tom Lee is one hideous mofo and chooch. He blocked me on Twitter for politely calling him out that his “7% air pocket in Jan/Feb” never came to fruition.
Good job not cutting Tom off this time with some horse crap "breaking news" you CNBC clowns
I love Sir Tom Lee! He's my stock market spirit animal! What a bull beast!
🤣
Can count on CNBC to bring on Lee whenever the markets go down. Like clockwork.
Yup certified pumper for the sheep to follow
He is always a bull so wrong in 2022
$100,000 an appearance.
@@prolific1518how dumb you must be to think an analyst can pump the entire stock market based on a network TV show 😂
Literally Investors with a long term view are well positioned for the ultimate recovery because they understand that the market and economy will eventually revive. I'm doing great personally and will keep pushing hard in this wild market. Right now, my portfolio is up 43%. I'm going to take a backseat and watch how this all works, gradually adding more stocks
Interesting, mind if i ask How did you manage to succeed? I want to invest more wisely because I have a lump sum that inflation is slowly depleting.
Well I diversified my $50K portfolio across several markets with the help of an investment advisor, and I was able to earn almost $200K in net profit among high dividend yield equities, ETFs, and bonds
Interesting, I’ve actually been looking into advisors lately, the news I've been seeing in the market hasn't been so encouraging honestly. If you don't mind me asking who's the person guiding you?
She goes by ‘Wendy Birkett” I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
thanks for putting this out, it has truly rekindled the fire to my goal...
Tom's ability is why I'm a Fundstrat client, and a very satisfied one!
Tom lee’s brain is Bifurcated. Unless you cash out and take profits you will get killed this year. You understand nothing. Just like Tom.
.... All you have to do is buy the market. Pretty easy to do kiddo
Thanks 🙏 Mommy.
@@theunbearablebullidiotic statement…
@@niklas4031 some of you are way too stupid to be in charge of your own investing. Never forget that.
I love how the headline caption essentially puts Tom Lee the GOAT > the former governor of India's central bank
"The Fed may cut more than three times this year, says Fundstrat's Tom Lee" 4/3/24
Lol but hey he’s a genius we keep hearing
Tom Lee is one hideous mofo and chooch. He blocked me on Twitter for politely calling him out that his “7% air pocket in Jan/Feb” never came to fruition.
Woo.. Le and Rajan togeather 😮
When the market is up Tom Lee is right. When the marked is down Tom Lee is wrong
Listen to Tom!
whats happening to the dow jones, still in asia session, it crashed. they selling? or geopolitics? risk off? dow dont move like that in asia session.
Israel Iran
Tom Lee: "well actually, if you take everything with inflation out of the metric then inflation is ok, no inflation problem. Nothing to see here. Market go up!"
Everything with inflation is significantly more than just auto insurance and shelter
@@etvowbut those are also the most expensive for most people. Food maybe expensive but there are more alternatives and many are able to adjust. Housing and car insurance you can’t do without. You need a roof over your head and rents and prices are significantly up, and you need a car to get to your job, and auto insurance is required by law.
Also home insurance has gone up too significantly.
This economy is by no means bad in the eyes of many that have generational money, paid off homes, and an extra car they can park in their garage.
Nevertheless Tom is right about the markets going up, because there is so much more money in the system.
Tom Lee seems to be the only one that references any numbers. Ask yourself who is backing what they say with research? This, Versus talking out of their booties.
I like Tom lee but you know he’s a perma perma perma bull right
His math is wrong though. You take out auto insurance, Super Core is still up way more than he says
Yeah inflation is clearly going back up
@@NA-gm5sx If you think he is perma bull, you are perma wrong
Tommi uses hopium
Tom "Eternal Bull" Lee :D
well markets are up 80% of the time
That's weird because today stocks are definitely not over-performing we have lost a full quarter to bears
Do you think any of this is even real because literally the markets just like went through a 17 percent decline so is this guy even awake or what
Ya take everything out and there is no inflation
this man called the bull market even during the pandemic. we can fully expect equities to recover in record time and spot precious metals to return to their median prices
Yeah, Tom “Bobblehead” Lee is a broken record
Tom Lee schooling the professor
Bank charge off double, next flex beat but poor guidance.. AI will not make anymore soon with more energy consumption..not enough data have to buy more data for AI
I wasn't confused. The Fed said they'd follow the data and they are. Inflation hasn't come down so no cuts until it does. You have to try really hard to be confused by what's happening.
That’s why we all watch this channel, to get confused, why else are you tuning in?
You are absolutely correct they said they’d be data dependent and the data stinks.
Theyre going higher
Inflation is good for earnings in a strong economy.
Stocks and overall economy will stay strong. REITS will take a beating ......and all that "dead equity" you have in your house is going bye bye. If you bought the last 2 years.....no worries....just stay put for about 15 years and it'll come back.
permabull or permaclown?
Tom Leesus.
Anyone else notice that's Toms math is incorrect regarding super core?
If you take out auto insurance like he says, what do you get for super core?
@@method341what else do you want to take out buddy?
Tom Lee is swing trader , not an economist
Tom Lee on Epstein logos????
Tom Lee : Told to buy dips.. people burn their hands with this kind of swing traders
no rate cut😂
whoa whoa Tom is bullish....
tom Lee like mike wilson in 2024 cant hit the side of a barn now mike wilson looking like a stud good for him
Buy Meta,MU or AMD ARM will skyrocket in coming weeks oversold due to panic
Sounds like a lot of people are shorting the market. Good luck with that
Look at cape ratio, this is a means to prevent a panic sell off. Many big investors are actually selling secretly right now.
The average American can't take insurance or rent/mortage payment out of the equation. The US consumer is under severe pressure and Wall Stree/Washington has no idea.
Assuming there actually are good earnings and NO ISRAELI ATTACK.
even if both of those things happen, there is still far too much going against the upside. The future is definitely down.
Respect to Tom, but think he's wrong here. Inflation wildfire is not out.
It's going to hover around 3% or so. Not a problem for anyone
@@spg5658because you don't understand math goofy
Fed will hike early 25
Uh oh I think we have 2022 Tom where he missed his year end target by a whopping 25% looool.
If they raise rates I will eat my own head
According to my crystal ball, the stock markets will down about 30% correction between this year and next year.
Why so bearish..election year
True, after it goes up 40%
-30% ? That's on par with the Covid year... What will be the catalyst? Does your crystal ball say the cause?
@@forretresss you don’t need a crystal ball to see the DEBT BOMB ready to wipe out your utterly blind hope. Oh ya and all your FAKE wealth with it.
@@ritchie9872 your blood pressure is the only thing going UP his year, aside from gas prices, houses, gold and everything else that requires commodities, hahaha
This dude is so optimistic but with sad face ...stock will tank back to October last year low or more
Agreed. Cape ratio states future returns will not be good. I’m prepared to buy the dip. Fake news here to prevent a panic sell off
What is this the Tom Lee family get together. Lee has no talent he just always buys. All one has to look at is his buy signals the last two Septembers that were dead wrong and his never ending buy the dip in the russell that continues to make new lows every day and the overall market he is buying despite the fact the market has gone down 6 out of the last 7 weeks. Little talent. Just always buy buy buy. That's the facts !!!!
Rajan done terrible job in India. With high interest rates he distroyed small medium industries.
We need rate cuts immediately. I have no idea what the Fed is waiting for. Kind of ridiculous at this point
You have no idea why they’re not cutting are you serious have you seen the CPI numbers
Raghu Ram 😂😂😂😂😂
Big time goofy is going to look bad this year just like 2022
Tom Lee has zero credibility anymore! Been wrong all first Qtr and start of 2nd
Voting for Biden and the war machine of money and power over RFK, who's trying to unite the country is like joining Vader instead of the rebellion
Troll.
Tom is a mess
You've got a bright future!