Thomas (Tom) Lee (not the drummer)

www.fsinsight.com

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Evidence-based only. @CNBC Contributor. Our "institutional grade" service for RIA/individuals: http://fsinsight.com/our-services Instagram: http://instagram.com/realfundstrat

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Thomas (Tom) Lee (not the drummer) @fundstrat · Apr 9, 2023

From Twitter

Great stuff. Thanks for sharing

Article Oct 20, 2021

KC Fed LMCI Suggests Recent Inflation Is Not Due to the Tight Labor Market

by Andy Glover

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Thomas (Tom) Lee (not the drummer) @fundstrat · Nov 21, 2022

From Twitter

Good stuff - credit leads equities cc: @chris_fundstrat

Tweet Nov 21, 2022

The divergence between HY debt and stocks is bullish. Remember @fundstrat's second General Principle: Equities are Junior in the Capital Structure (Bonds lead stocks) Check out our FSI Academy Guide on our 7 principles below: fsinsight.com/academy

by Christopher Robb

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Thomas (Tom) Lee (not the drummer) @fundstrat · Oct 24, 2022

From Twitter

Very #contrarian thought and actually thread shows solid rationale 👇

Tweet Oct 24, 2022

The inversion in US Treasurys is not as previous inversions. Prior to 2014, the Fed following Fisherian principles applied to contemporaneous factors would tighten and the longer maturities stay close to long term expected NGDP expected growth. The

by George Robertson

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Thomas (Tom) Lee (not the drummer) @fundstrat · Oct 21, 2022

From Twitter

Good stuff 👇

Tweet Oct 21, 2022

1/ "We need to have the supply chains at the ports ease, we need to have more chips coming and those sorts of things... but we also need to be mindful that there are two levers: If supply can move more and demand can move less, we actually have to do

by Matt Cerminaro

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Thomas (Tom) Lee (not the drummer)

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