Tom Lee, Fundstrat Global Advisors managing partner and head of research, joins CNBC's 'Closing Bell' to discuss market outlooks ahead of the election, whether he thinks investors are sold on the Fed's narrative on the economy, and more.
My spouse is already panicking, so many questions! will the rate cut lead to inflation? I'm very worried about my $1million stock portfolio losing value. Do i move to 100% cash? What strategies should I be employing in my portfolio right now?
This is the what people that handle their portfolio themselves go through. I will advice you get yourself some professional advisor to help you redistribute assets in your portfolio.
I've been through the 'bonds are beating stocks' periods since the 90s with no bonds and with all aggressive stock mutual funds. At 58, my IRA and cash accounts are far more than I expected for my retirement. I can easily handle a worst-case stock crash, Thanks to my advisor.
My CFA Annette Marie Holt , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
What sets top invest0rs apart from the rest? I've got $345K in equity from a home sale and I'm unsure whether to put it into stocks or wait for a more favorable market condition.
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.
I've come to appreciate Warren Buffett's wisdom: 'The most profitable investments often fly under the radar.' My own journey has shown me that emotional biases can lead to costly mistakes. Following a lengthy divorce, I sought professional guidance to get my business back on track. Fortunately, I found an exceptional advisor who helped my assets soar from $175k to $650k, despite inflationary pressures. This experience has convinced me of the importance of seeking expert advice in achieving long-term financial growth.
How can I participate in this? I sincerely aspire to establish a secure financlal future and i'm eager to participate. Who is the driving force behind your success?
NYCOLE CHRISTINA VANNATA a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
What's the best strategy for investing during this period of volatility? Most of my portfolio is in cash, and I'm looking to invest about $180K in stocks.
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
*Jennifer Leigh Hickman* 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..
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
I did not believe that after the whole FTX drama there's any good to get this year but *Dale Valskov* proved otherwise. Bad timing maybe but it's a great adoption to get this more to the mainstream and raise awareness. Probably a high contender for a top 100 growth
They said RECESSION FEAR Last year, and many People listened the these YAahoos.. and Missed NVDA and BTC Dips. last year...The rates Got CUT Hard,, Rally is what is Coming till we get in REAL Recession and Inflation some time in 2025,, better Get in make your money, the Pain will come by q4 2025 Wen Others will REJOICE How HIGH STOCKS AND BTC IS..Watch ...good luck.
I feel that the last bull run was bolstered by all the money being printed. Major returns next bull run but I think they will be tamer in my humble opinion. A 10x on *Dale Valskov* and a 15x on polygon are fair considering how much those two coins are interwov
I’m mostly in cash and waiting for the market to re-level on the reality of our situation. Or are there any ways I can avoid a crunch and maximize my savings of $250k? I know election years are quite positive for the stock markets about 90% of the time.
I agree, advisors are the ideal reps for investing jobs, and straight up! utilizing a seasoned advisor is how I’ve steady profited in the markets for 5 years now, accruing approx. $1.6m in returns, after 100s of thousands invested so far. IMO, nothing beats expertise.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
I'm cautious about giving specific recommendations since this is an online forum and everyone situation is unique, but I've worked with ''Katherine Nance Dietz'' for several years now and highly recommend her. Look her up to see if she meets your criteria.
I really appreciate the dedication in each video you post. Despite the dip in crypto, I still thank you for the level-headed financial advice. I started crypto investment with $4,345 and since following you for few weeks now, I’ve gotten $18,539 in my portfolio. Thanks so much *Dale Valskov*
Amazing content! I have been following your videos for sometime now, consistently kicking down Wall Street doors for two years now, I have over $320k in stocks. Currently, my portfolio is down by 15%.. Wondering if they're any short term opportunities I can invest in
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience. Reason I decided to work closely with an brokerage-adviser ever since the market got really tensed and the pressure became so much(I should be retiring in 17months) so I've had an brokerage-adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.
Gabriel Alberto William 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.
Congratulations, *Dale Valskov* I am relieved that you are out there fighting these thugs, We musttake every precaution to protect the elderly and the general public from these despicable con artists. Congratulations to You!! You deserve the Nobel Peace Prize for ensuring our security.
📌 TA is all well and good but I find it truly baffling that all major stocks you tubers just look at pure TA and completely Ignore the bigger narrative of why stock Is pumping and why the future outlook might not be as rosy as it seems. Alot has changed and that's about it, but the truth is that I don't even care much about the bull or bear market anymore because *Dale Valskov* covered me while I'm doing comfortable. 2.3 BTC per month
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you *Dale Valskov*
My heart goes to the entire community for *Dale Valskov* building up something even my grandpa can understand. This is so smart by them to launch it to shatter the doubts and fears of the common folk which is not even correct to begin with. Everyone knows the state of inflation and recession now and the way out is already in progress. Now it's just about catching the big fish
Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made my first million with a liquid 200k. Invested it with a trader here in CA, I get weekly pay out which I invest back on long term ETF's. SPY will be a huge buy for me when the market bottoms.
Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape....
Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience..
he didn't say he's fully invested. I've sold some stocks today just to buy them later at cheaper price. Maybe it'll work, maybe not, maybe stocks will be rather flat for awhile, because stocks can't go higher all the time.
@@nikitamcconnell8027 First, Tom is allergic to fixed income (generally). He talks about the "bond investor" @5:12 with the enthusiasm of someone going to the dentist. So, doubtful "Tom" is in cash. MeThinks he's fully invested with overweight to small caps. He's clearly telegraphed this (can I still use the word telegraph). Watch all the guests. They often say "I'd buy the dip" and some, when accused of being bearish, will say "oh, but I'm still fully invested." I'd prefer one of them saying that they're fully invested and sell their lowest conviction stock to go buy another.
Thank you for all the knowledge and nuggets you had thrown my way over the last months for a $113k total profit. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject.
Something has changed for him since the rate cut. He doesn’t sound like himself at all. What happened Tom?? Now I feel like I need to liquidate everything
maybe he doesn't want to buy stocks at all time highs going into the most volatile part of the year in an election season? Sounds reasonable, I know. Why don't you go check out the last 6 election cycles during September/Ocbtober
@@B126USMC not what? im actually invested in the market, and put my money were my mouth is.....i had great gains....why you guys got fear mongered out of the market,,,,,,,,
This is one of my favorite channel. It always makes my week complete! 😊 Despite the economic downturn, I still manage to earn $25,000 weekly from my investment of $3,500 ..God bless *Dale Valskov*
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear that you saved me from huge financial debt with just a small Investment, thank you Alesia Haas you're such a life saver
As a beginner in this, it’s essential for you to have a mentor to keep you accountable. Alesia Haas is also my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Alesia Haas, has been an amazing experience.
I'm favoured, $30K every week! I can now give back to the locals in my community and also support God's work and the church. God bless America,, all thanks to this same Alesia Haas.
🗽I really appreciate the dedication in each video you post. Despite the dip in crypto, I still thank you for the level-headed financial advice. I started crypto investment with $4,345 and since following you for few weeks now, I’ve gotten $18,539 in my portfolio. Thanks so much *Dale Valskov*
I somehow feel compelled to remind viewers that Mr. Lee is infamous for predicting Bitcoin prices, e.g., BTC would go to $100K (in 2021), and again, saying $100K in 2022, then earlier this year said it would go to $150K by EOY. Bottom line....whatever model(s) he is using have significant flaws that are likely costing traders big bucks. The extremely bad calls are never mentioned at CNBC, for reasons unknown.
The market's direction can swiftly change, with indexes frequently transitioning from a bear market to a bull market. It's tricky during election years. I recently inherited a lump sum and want to invest it wisely. Any tips or strategies to take advantage of this potential upswing?
imho, the average person finds it difficult outperforming the market on a day-to-day basis. In actuality, most people who have the necessary abilities are advisors with experience since the '08 crash and beyond
Agreed, I once downplayed the role of financial experts until suffering 40% portfolio loss amid 2020 lockdown, at once I consulted a pro and my portfolio was revamped thankfully. As of today, I'm just about 10% shy of my $1m goal after 100s of thousands invested.
Thanks for the info. I searched for her full name and found her website right away. I reviewed her credentials and did my research before reaching out to her.
The market's direction can swiftly change, with indexes frequently transitioning from a bear market to a bull market precisely when the news is most negative and investor sentiment reaches its lowest point. It's tricky during election years.
imho, the average person finds it difficult outperforming the market on a day-to-day basis. In actuality, most people who have the necessary abilities are advisors with experience since the '08 crash and beyond
Agreed, I once downplayed the role of financial experts until suffering 40% portfolio loss amid 2020 lockdown, at once I consulted a pro and my portfolio was revamped thankfully. As of today, I'm just about 10% shy of my $1m goal after 100s of thousands invested.
‘’Aileen Gertrude Tippy” is the licensed advisor I use. Just google the name and you’d find necessary details. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
such an eye-opener! cant wait to experience financial advisory at first hand... curiously inputted Aileen Gertrude Tippy” on the web and at once spotted her consulting page, she seems highly professional from her resumé
i'm just looking forward to this election being over with. After the election the market will rally into next year. He's right, the market doesn't care who wins, it just wants a direction.
Thursday and Monday Fed Chair Powell speaks sending the S&P higher for the last time till around Oct 17. Meanwhile the market will decline till mid Oct then the market rises again for the rest of the year (Holiday effect).
I believe you more than Tom Lee. He’s not even close to what he was calling a month, to 6 weeks ago. A few things he says are true; but in the bigger picture, TL isn’t so right with his ‘calls’ I’d be very skeptical to listen to him; or even trust his firm.
I think we are in a recession. This is a peculiar situation. The market is overbought, and the fed is behind the job market. If we don't make new highs in 3 months, I'll save my capital to buy the dip in 4-6 months
Agreed. I am looking for a job and I keep thinking indeed etc are broken because there are almost no listings in NYC:-). It's horrible. We're just not seeing 2008 level layoffs because most places have been skeleton crews for years so don't have people to layoff. Not like in 2008 when office still had loads of gal fridays and data entry clerks etc.
Tom Lee, the CEO of Fundstrat, has been impressing the trading community with his astute predictions on the S&P 500. Under his strategic guidance, the portfolio overseen by Monica Mary Strigle achieved substantial gains, surpassing 70% this year.
Tom Lee's analytical prowess is widely acknowledged. Could you elaborate on the specific market trends and strategies that contributed to such significant returns?
It appears Tom Lee accurately anticipated shifts in the market landscape, incorporating macroeconomic factors and precise technical analysis. Monica Mary Strigle , executing trades under his supervision, played a crucial role in translating these insights into profitable outcomes.
Monica Mary Strigle involvement raises interest. Were there any notable trading strategies or risk management techniques employed to achieve these remarkable gains?
While specific details are not widely disclosed, it's likely their approach involved a blend of fundamental analysis, technical indicators, and a disciplined risk management strategy. Tom Lee's comprehensive market view and Monica's execution expertise likely synergized for optimal results.
Managing a 70% gain requires a robust trading plan. I'll delve deeper into the methodologies employed by Tom Lee and Monica Mary Strigle for potential insights into their success.
because hes the only one to be bullish during downtrends, and he's usually the first bull to admit things are overheated. as well his calls are at least 65% correct. so all in all hes a great bull to listen to when trying to gleen new market perspectives. you absolute pleb.
I'd love to invest in stocks after listening to a guy on a podcast talk about the importance of investing and how he made over $300k in few months of investing into stocks from $175k initial capital, somehow this video has helped shed light on some things but I'm confused about the current market volatility I'm new to this and I'm open to ideas.
It's difficult to beat the market as an ordinary investor, you don't have access to information that professionals have. So it's just better if you invest with a professional who knows how things work better.
Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Jessica Lee Horst for the last five years or so, and her returns have been pretty much amazing.
I just looked this lady up out of curiosity and found her web page easily. Read through her qualifications, which were all very impressive. So I scheduled a call with her.
I already own shares of PALANTIR, TSLA, NVDA and APPL. I don't mind having other equities sit around for a while, but I'd also appreciate short term opportunities that could fetch huge return! I've got a $200k portfolio that I want to grow into 7 figure before staying 100% cash.
no one knows when the market is going to hit its peak, nor do we know when it is going to bottom out, but ideally, it is best to consult a well knowledgeable advisor both for short and long term investing
True, a lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $550k to nearly a million as of today
glad to have stumbled on this comment, quite inspiring! could you be kind enough with details of this professional assisting you please? in dire need proper asset allocation
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Dont forget that...propaganda!!! Stock REACT TO propaganda, BIG!!! Is the easing cycle...QUANTITATIVE??? lol!!! (At all time high market...let's start easing...lol!!!)
Basically: choppy for about another month, buy dips, hold... stay patient, enjoy post election boost, take profits over the next 6 months, tune into cnbc and wait for Tom to provide further guidance.
"Fundstrat" is my "Must" investment and don't tell Tom Lee, but I think it is cheap relatively speaking and in terms of 'Intrinsic Value." If the most valuable commodity is information, i tack on to that iconic quote, ' and how you use that information' :)
i strongly feel we must abolish this phrase - YOU KNOW - from English language..at least ban its use in any conversation...we must at least teach our kids early in school itself... how they can manage to leave this one from their talk, speeches and conversation
I love how everyone forgot the huge rally we just had, that was on top of a rally. Only interrupted by August 5th and Sept 6th, which were the only days the stocks paid attention to the labor market BLS report. Would bet my life savings we're in a recession. I'm looking for a job and can't even find listings. And I am in NY. It's a few obviously fake postings here and there. This is like Oct 2008 job market except layoffs aren't as bad since most companies have been running with skeleton crews for years so don't have people to fire.
The market is predicted to drop in October. The chart is online elsewhere.
16 часов назад
Tom Lee always seems like he is so high. I don't mean that negatively. I just mean that he looks like the guy in your college dormitory who was always smoking out of an enormous skull bong.
the butcoin btc is go to the very high so now I buy the many butcoins and very soon I be the very rich man and then buy the lambo and it drive the very fast on moon
No matter how they cut it. This is the flashpoint or calm before the storm. When people start de-leveraging their portfolio's, they are bracing for a bear market. I fattened up on utilities and reits. I'm excited this year...
All the news agencies talking about recession or market crashes. Not happening. I have done many videos on these topics. Rate cuts historically return 15% avg growth when the first cut happens when the stock market is near all time high. 12 out of 12 times in 40 years. This cut was near ATH.
4th or 5th Nov - we are not going to see any results of the elections. This is going to be a tough range and recounts will keep this lagging for a week or two. What could be the impact then?
Not long ago he said it’s ok to invest new money while market is at at all time highs as new highs usually signal more new highs on the way. Or something like that. If you are bullish in 3 to six months why is he so cautious now
