Fundstrat's Tom Lee is bullish on small caps
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- Опубліковано 21 сер 2024
- Tom Lee, Fundstrat Global Advisors co-founder and head of research, joins 'Closing Bell: Overtime' to discuss the small-cap rally, Fed rate cuts, the broader market, and crypto. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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It took me 4 years to realize that predicting the market based on charts is futile you never know what will happen. Without a mentor, those 4 years were painful. Now, I follow the market’s direction and keep things simple and disciplined. I now make an average of $35k per week, even though I barely trade myself..
That's impressive! When you say you barely trade yourself,' what do you mean?
I signed up for a 1-on-1 trading session called Earn and Learn. It's like copy trading, but with personalized guidance.
It's a secure and supportive way to improve your trading skills while earning, the best part is there's no upfront payment required
That sounds interesting! Can I sign up too? How can I reach out to Dave for a session?
I just started the program last month. The sessions with Dave are incredibly insightful. He's helped me understand market dynamics on a deeper level and that takes away the scare from trading to a large extent
I’m 27 . If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner
The best market strategy is to work with a credible investing coach. Since a while ago, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Her name is. 'RACHEL SARAH PARRISH’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
*Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Laura, and her helpful guides*
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional.
I know Laura, she has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of lives.
You're right! The very first time I tried, I invested $2000 and after a week, I received $8,400. That really helped us a lot to pay up our bills.
SHE IS ON TELEGRAMs
@LauraGil52
That's it >>>>>>
I want to diversify my portfolio worth around $200k, i'll be buying some Tech stocks, what are some new gen stocks i can add to my portfolio to get reasonable increase and protect my future
i'd advise you redistribute assets in your portfolio with the help of a pro so you don't get burnt in the market.
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
Who is the coach that provides guidance for you? I urgently require assistance; my stock portfolio is stagnating, and I need investment advice for retirement.
Monica Shawn Marti is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
I'm impressed with the recommended advisor's prompt response and expertise. Their clarity and professionalism instilled confidence from the start. Excited to explore opportunities together!
AI stocks are set to dominate 2024. I prefer NVIDIA because they're well-positioned for long-term growth and support other AI companies. I know someone who made over 200% with NVIDIA. I'll also consider the other
recommendations you made.
I agree. Just because there are opportunities doesn't mean we should dive in without caution. We should look for market analysis or guidance, or seek advice from certified market strategists.
Absolutely, having a solid plan is crucial. My portfolio has been well-balanced and recently doubled since early last year. My financial advisor and I are working towards a seven-figure goal, although this might take until Q3 2024.
Who is your advisor, if you don’t mind sharing?
Her name is BONITA JEANETTE RODRIGUEZ. You can research her name
Thank you! I searched her name online, found her website, and filled out her form. I hope she gets back to me soon.
In both the short and long run, a bear and bullish market provides equal avenue to amass good gains I've seen people make 6figures profit as high as $200k in a bear market and I've seen them pull it off much easily in a bull market, it all comes down to having the right information and applying it.
It’s important to consult with a financial advisor before making any investment decisions.....
The issue is most people have the “I want to do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 330% since covid-outbreak to date, summing up nearly $1m.
.....
The issue is most people have the “I want to do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 330% since covid-outbreak to date, summing up nearly $1m.
....'''
The issue is most people have the “I want to do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 330% since covid-outbreak to date, summing up nearly $1m.
.....Æ
Very encouraging for folks starting out like myself, who is the advisor guiding you please, if you dont mind me asking?
....
Tom Lee 😊 we trust......
The voice of reason
lol anyone can do what he does just constantly be bullish except for three months ago when he said there’s going to be a 10% correction and there wasn’t.
Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.
I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA
Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
"Nicole Anastasia Plumlee" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
I think it's important to stick to stocks that are immune to economic policies. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?
@lasandra-h1v That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trends that are difficult for the untrained eyes to see.
@@wilhelmina-o1c That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?
@@larraine-y2o Victoria Carmen Santaella is the licensed coach I use. Just research the name. You'll find the necessary details to work with a correspondence to set up an appointment.
@@wilhelmina-o1c I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
With trump seeming strong, I would say oil and mining
It's like some stocks are flying under the radar despite their seeming potentials. It makes one wonder when the market will live up to the expectations of investors. Thinking of ways to invest around $100k in the market while avoiding unnecessary loss.
It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting a brokerage adviser for smarter investing decisions.
Dollar-Cost Averaging is smart strategy, especially in volatile markets.
A lot of folks downplay the role of CFAs until being burnt by their self-strategy. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, I committed to looking for a sound brokerage manager. Fortunately came across someone with an outstanding track record. She's helped grow my reserve notwithstanding inflationary factors, from $150k to around $400k.
How can one participate in this? I sincerely aspire to establish a secure financial future and I'm eager to see it come to fruition. Who is the driving force behind your success?
Kathleen Cheryl Constantz is the certified fiduciary I use. Look Kathleen up on the net in your free time. You'd not only find her page but also reach out from there.
Sir Omar genuinely cares about your success and goes above and beyond to help you achieve your goals. Investors can trust that their funds are being managed by a skilled trader who prioritizes their financial well-being. You're the best Omar, thanks for everything sir
He often interacts on instagrams, using the user below.
@Saniomarfx, thats it
It's incredibly reassuring to know that I can trust Sir Omar with my hard-earned money. He consistently delivers results that exceed expectations. Thanks alot Sir
He often interacts on instagrams, using the user below.
@Saniomarfx, thats it
Omar Sani is highly professional in his approach to trading. He meticulously analyzes market trends and implements strategic trading strategies to maximize profits while minimizing risks. His commitment to professionalism is evident in the consistent returns he generates for his investors. By staying up-to-date with the latest market developments, Omar ensures that his investment decisions are well-informed and based on thorough research.
He often interacts on instagrams, using the user below.
@Saniomarfx, thats it
Major indexes have been so volatile lately. Even the small caps and mid caps have showed promise and jumped from time to time in short periods, I read an article of people that grossed profits up to $150k during this season, any recommendations to scale up such returns will be highly appreciated.
The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner.
Having an lnvestment adviser is the best way to go about the market right now, especially for near retirees, I've been in touch with a coach for awhile now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I nettd over $220K so far, that made it clear there's more to the market that we avg joes don't know
I’ve actually been looking into advisors lately, the news I’ve been seeing in the market hasn’t been so encouraging. who’s the person guiding you?.
Absolutely,Lucia Alicia Cruz is the FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
Could you kindly elaborate on the advisor's background and qualifications?
Her name is. 'Linda Aretha Reeves’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
With Sir Omar you can trust that your investments are in safe hands. His attention to detail and meticulous approach to trading are what make him stand out in the industry. There are no hidden fees or surprise costs when working with Omar. His commitment to excellence is evident in the consistent returns he delivers to his investors.
He often interacts on instagrams, using the user below.
@Saniomarfx, thats it
In Tom Lee we trust!!
Lee / Musk 2024 for President
Agree 🙌
Wall Street pitched so-called quality stocks with high profitability and low debt, as a kind of insurance against whatever the economy might throw at you. Quality stocks have underperformed the S&P500 this year, My $400k portfolio is down by approximately 20 %, any recommendations to scale up my ROI before retirement will be highly appreciated.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
Very true , I diversified my $400K portfolio across multiple market with the aid of an investment advisor, I have been able to generate over $900k in net profit across high dividend yield stocks, ETF and bonds in few months.
Glad to have stumbled on this conversation. Please can you leave the info of your investment advisor here? I’m in dire need for one.
‘’Lauren Marie Ehlers’’ is the licensed coach 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 up Lauren wrote her explaining my financial market goals and scheduled a call
Tom Lee made me so much money.
I've been Shorting Tom Lee.
Tom! You magnificent beast! Stay alive! All best!
I’ve been waiting for Tom
Tom your deep research is the best! nio, sofi, palantir can get to yearly highs!
Tom Lee is spot on......come back mid September to see how close to 40% we are. In Tom we trust
VT and chill. Global diversification is the only free lunch in investing.
Now small cap will boom 😅
yea
get jiggy with it
You work for 42yrs to have $2m in your retirement, Meanwhile some people are putting just $20k in a meme coin for just few months and now they are multi millionaires. I pray that anyone who reads this will be successful in life
Thanks for continuing updates I'd rather trade the stock market as it's more profitable. I make an average of $42,500 per week even though I barely trade myself.
I'm favoured financially, Thank you Jesus $36,000 weekly profit regardless of how bad it gets on the economy.
How
..? Am a newbie in crypto investment, please can you guide me through on how you made profit?
Thanks to Mrs Ashley Airaghi.
She's a licensed broker here in the states
He talked about them in the beginning of the year. I kinda knew they’d pop sooner or later.
Tom has been saying this since April?
SOFI is a buy
Honestly Tom is in a very short count it on one hand analyst I trust. He's earned it.
What a surprise Tom Lee being bullish on something😂😂😂😂
Tom has been saying this for 2 years
That's what I thought? Is he a clock.
@@bigk8294 yes. People just act like he's so smart because he's squinty eyes
TOM FREAKIN LEE!
I have been around for a while now, and small caps have not worked out since, I think it was the 60s? Fool me once, fool me twice, I’m not being fooled with her fourth time.
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 Victoria Wiezorek.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Victoria Wiezorek too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Stanley Drunkenmiller loving his IWM calls right now
Yes Mr Tom!
Tom Lee knows, we about to RIP into and after earnings. Small Caps going to go wild on Sept rate cut
MR LEE! 🔥🔥🔥 CLOV STOCK IS GOING TO BE THE NEXT 10 BAGGER IF INTEREST RATES GET CUT! GET SOME QUICK!
I played this game before. I will not be left holding a bag of small caps ever again.
Debt=80,000B Yield=5% Year=60
Debt(60 Year)=80,000B*1.05^60
Debt(60 Year)=1,494,400B
Invest=45,000B Dividen=5%=2,250B
Premium=? Yield=5% Year=60
Premium=1,494,400B/1.05^60
Premium=80,000B(60 Year)
12 Month=80,000B/60 Year
12 Month=1,334B=A
Dividen=5%=2,250B
{
A=1,334B
B=916B(Expenses)
}
Thank you.
Oh, no. Tom is bulling on small caps. Does that mean I should rotate from NVDA and MSFT to small caps too?
Well it’s no secret that big tech is over crowded so…
Sm caps depend heavily upon borrowed money, so when the first rate cuts actually happen, they should climb aggressively. The GOOD companies, at least…
@@Judge247 two things there:
* First, the stock market is forward looking, so small caps will boom as rate cuts become imminent, *as well as* after rates are cut
* Second, the risks of "bad" companies are already priced in, and rates coming down will provide the greatest relief to those companies, so they may go up more than "good" companies in response. I've been watching both the Russell 2000 and S&P 600 (which only has profitable small caps), and the Russell 2000 has been increasing way more in response
I wouldn’t recommend that. Don’t try to fix something that’s not broken.
Find the funds somewhere else.
Don’t get rid of MSFT
Tom Lee and “bullish” is like Nathan’s and hot dogs. 🌭
Tom Lee knows that stonks always go up
At some could Tom Lee give one or two scenarios about a possible recession. If Americans are over extended on credit and the Fed lowers rates slowly, can there be a recession?
Obamacare, had anyone met anyone who uses Obamacare 😂
The important thing is not. Timing NVDA, but. Time in NVDA. 😊😊
Guide to become a finance star, be 100% bullish during a bull market until the day it crashes
Where does he have his crystal ball from?
Tom's been bullish on small caps since early 2021. That did not work out at all. This guy is just a broken record.
Not true.. since end of 2023.
@@kokica007 No, you don't get to erase the many, many prior wrong predictions this guy has made.
@@KungPowEnterFist he was preaching magnificent 7 until the end of 2023..
The only mistake he had was 2022. and war fcked him up..
You trippin
@@kokica007 Looks like the upvote count on my original comment is growing. Tom Lee is a parrot.
@@KungPowEnterFist don't flatter yourself with mere 5.. downvotes are disabled.. you are writing miss info
This guy said the S&P would be down the first half of 2024. Couldn’t be more wrong
Hes been bullish forever 🤣
Can someone tell me examples of small cap stocks
ETF AVUV
Rblx afrm how high can go thanks
I appreciate the implementation of strategies and idea that result to unmeasurable process,thus the search for a reputable advisor,mind sharing information of anyone guiding you please?
Getting advice from financial advisors like TIMOTHY ERIC MEEK,will be a smart move to reshape your portfolio,they have the expertise to help you make informed decisions.
Yea I know TIMOTHY ERIC MEEK,his platform maintains a unique perspective,very knowledgeable and is very transparent with his investors.
5700 in July....
Gct now in Russell 2000. It’s a 🎁
See all you R2K investors in the 3000s soon
Probably bullish on Lehman Brothers at this rate.
Market is scamming pundits in "the know". Traders making less than S&P500, and people trusting the system and looking to avoid the recession in bonds once in awhile. Rest is hot air. You should already have small amount of small caps ahead of rotation other wise chasing a rally...
Thank you for the content!! All we need is the right advice on how to invest in crypto and we will be set for life , making $28k weekly profit regardless of how bad it gets on the economy. 😊
150,000 lee
ua-cam.com/video/VyHto5WWQ0k/v-deo.html בבקשה
Tom Lee taught me everything my Boomer Dad didn't.
10 times 2025 earnings he says. Maybe 8 times 2026 earnings and 1 time 2035 earnings. But we are living in 2024 buddy. why not use the pe for 2024 earnings for starters before getting ahead?
Tom Lee is always bullish on everything. Why even have him on?
That stupid guy is bullish about everything. 😂
He is bullish everything and everyday
No news
RKLB is legit! 🚀 Rocket Lab is my favorite investment and I just love everything they’re doing. Incredible company and incredible CEO.
Debt=36,000B Yield=5% Year=60
Debt(60 Year)=36,000B*1.05^60
Debt(60 Year)=672,450B
Premium=? Yield=5% Year=60
Premium=672,450B/1.05^60
Premium=36,000B(60 Year)
12 Month=36,000B/60 Year
12 Month=600B
Invest=1,000B Dividen=6%
Invest(60 Year)=1,000B*1.06^60
Invest(60 Year)=32,900B
Thank you.
Debt=48,000B Yield=5% Year=100
Debt(100 Year)=48,000B*1.05^30
Debt(100 Year)=6,312,060B
Premium=? Yield=5.5% Year=100
Premium=6,312,060B/1.055^100
Premium=29,850B(100 Year)
12 Month=29,850B/100 Year
12 Month=298.5B
Invest=13,000B Dividen=5.5%
Invest(100 Year)=13,000B*1.055^100
Invest(100 Year)=2,749,000B
Thank you.
*Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Laura, and her helpful guides*
The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional.
I know Laura, she has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of lives.
You're right! The very first time I tried, I invested $2000 and after a week, I received $8,400. That really helped us a lot to pay up our bills.
Interesting! But I'm new here. How can I get to this person's guidelines??
SHE IS ON TELEGRAMs
Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.
I completely agree with you! My first 100k took a long time and wasn't that special to be honest with you. Once I hit 300K that is the game changer in my opinion. At this point my money is basically making me a pretty good yearly salary. When I go to sleep at night I know my money is making decent money with the help of my FA
Nice. People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.
I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
"Nicole Anastasia Plumlee" is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip