Inflation improving will 'lift clouds' and allow markets to do well, says Fundstrat's Tom Lee
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- Опубліковано 26 вер 2024
- Tom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk on the Street' to discuss how Lee is digesting the latest earnings results, how labor factors into the inflation picture, and more.
I feel investors despite inflation should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert.
A lot of folks downplay the role of advlsors 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 $275k to $850K.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
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 'MICHELE KATHERINE SINGH' for the last five years or so, and her returns have been pretty much amazing.
She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.
Considering the ongoing pause in interest rates by the Federal Reserve alongside current inflation indicators, what are the most beneficial additions to optimize the performance of my $500K portfolio this year?
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire
True, some folks employ hedging strategies or devote a portion of their portfolio to defensive assets that perform well during market downturns and such pointers are provided by engaging the services of market experts just like i did in 2019, amid rona-outbreak, and as of today, i can boost of a 45% enhancement on my $1m portfolio after acquiring assets recommended by my advisor.
Mind if I ask you to recommend this particular coach you using their service ?
*Sharon Lynne Hart* 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.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Interesting how over 2% inflation has been a concern when central banks and the Fed begin to hike interest rates. I consider the rising interest rate to be a very serious issue since it will undoubtedly cause more investors to withdraw their money from the stock market. But then I'm still aware of certain investors that continue to earn over $365,000. Wish I could accomplish that.
Very possible! Particularly in the current market. There are several opportunities to generate excellent returns, but such intricate transactions can only be carried out by seasoned market professionals.
AGREED! Over 3 years now, I've made over 1.7 million by simply following a coach's advice. I was on the sidelines for a while watching, trying to determine the best time to get in, before I came across a coach, recommended by my wife. I was reluctant at first but I went ahead and contacted the coach. Best decision yet
This sounds interesting. My portfolio is in the red. Can you recommend your analyst, please?
Credits goes to ''Rachel Sarah Parrish'' , one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Thanks for the advice. The search for your coach was simple. I investigated her well before using her services.
Tom's hair has gone up 10% since last week.
In Tom Lee We Trust 🇺🇸📈
Great video! I really do have a quick question. For someone with less than $10,000 to invest, How would you recommend we enter the market? I am looking study some traders and copy their strategy rather than investing myself and losing money emotionally. Whats your take on this approach?
I tried copy trading, just when I started investing last Christmas. Had a poor experience, the guy I copied made many small trades, slowly loosing money. What good came out of it was that it gave me an insight into how the market really works. Make sure you do your homework!
Focus on long term investments in property, stocks, and bonds. Avoid copying, daytrading and 'chart astrology'. Diversify across different geographies, industries, and value chain stages - to reduce your risk. You can do this with ETFs, or by selecting different stocks yourself. This is the best way to invest for more than 90% of people
I successfully trade in my own portfolio, and also follow others because I'm interested in their strategies. I realized I've got better at managing the trader's strategies too. There's nothing wrong at all with having someone far more dedicated manage some of your portfolio.
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.
I think I want to try out a financial advisor, but the amount of information on the internet is overwhelming. Could recommend any good one(s)?.
Tom Lee was always right the last years. Unbelievable, most in the comments had no clue.
Was he though?
@@karmasutra4774 yes
Most people forget he got the bear market of 2022 wrong.
@@The-Capitalist When the market is DESIGNED to go up overtime, being a permabull like Tom isn't too hard to do. You're right though he was awfully quiet 2022
LOL this dude is a permabull so ofcourse he is going to get it right almost every year. He was even a bullish the beginning of 2022
Tom Lee has LEGO hair, change my mind
🤣
TomLee is awesome
Financially it's better to actually be wealthy than to look wealthy. Best quote ever!
I do whatever Tom Lee tells me to do. It’s that simple
I kind of agree with him. Look at Europe's inflation: Inflation across the European Union remained unchanged at an annualized 2.4% in April, which matched the consensus forecasts of economists.
On a monthly basis, inflation throughout Europe rose 0.6%.
Core inflation, which excludes energy, food, alcohol, and tobacco, fell to an annualized 2.7% from 2.9% in March.
Lower energy prices were the main reason for inflation continuing to moderate on the continent, said Eurostat, the statistics agency that reported the consumer price data.
Now if energy prices fall for the US, which it might be doing (WTI is about $78), that could help overall inflation, but we will have to see. If we ever get a ceasefire in Gaza, that will also help. Time will tell. Stay Long, unless you are a Trader type.
I see the opposite. Lowering inflation will be a sign consumers are struggling more. A quick rate cut won’t fix it quick.
Finally someone gets it!
The fed wants inflation. The Uneducated Economist is a great listen.
@@waynekirshner7155 the fact you listen to some doofus in his broke down truck says a lot
This dude is the truth y’all
Inflation is not over. I just paid $33 for 2 subs at Jersey Mike’s yesterday. How the heck is anyone going out to eat with these prices?
In Tom we trust!
Tom Lee said inflation would be under 2% by end of 2022, and has reiterated that prediction every quarter since.
I never heard that, you made it up.
Nice to lie about things
Nope
@@erichvonmolder9310 I say "quarter," but really he has reiterated his 2% inflation guess almost every single month starting in early 2022.
Anything can happen in the market but I honestly believe that Tom Lee's prediction of 5200 is more than reasonable by the EOY.
Tom Lee literally says the same thing every time 😂
Could you analyze NU and STNE thank you
this is my man!!!!! lets go to $6,000 Tom before year end , we made fortune last 4 years!!! People forget that stocks always go up in mid term...just buy and enjoy !!!!!!
Tommy Dean, Rebel Without A Cause.
Tom is completely neglecting the inverted yield curve. He can view rate cuts a good as he wants but at the end of the day, the bond market is signaling a very very hard landing. Of course there will be a rate cut rally but the economic bust is right around the corner. I expect a 35-55% sell off post curve disinversion.
The bond market inversion isnt the signal it used to be because so much of the inversion is because of government actions. If Treasury for example had kept up a more traditional balance of bills to longer dated bonds it's quite possible the uninversion would have already happened many months ago.
I'm not saying there won't be a recession or not but rather the signal is being screwed with.
@@goodbodha Agree. We also have the government cooking the jobs numbers etc to help push the can down the road after the election. I’m 100% willing to bet the FED cuts in September as a political move on Biden’s behalf.
As soon as the interview ends........Tom Lee "sell it all today!"
He doesn't play that way.
He never buy
Tom ROX.
How much is Tom bull making from cnbc?
Is there an undercurrent of a recession or is the crisis high credit card balances. What's going on on main street Tom
based
PERI?
except it's not improving
Definitely feels like we're at a place where anything could happen. The consumer could finally snap and send us into recession. We could have a higher-productivity economic acceleration that pushes down prices, or we could have an economic acceleration that pushes up prices
There was a recession in 2022. But they redefined the definition
The recession probability is 100%. Never has the FED engineered a soft landing in HISTORY when the yield curve inverts because they are always behind the data not in front of it. Its not a question of if, its a question of when. And it does not help that the government is trying their best to keep Biden in office by cooking all of the numbers. If we peel off the band-aid, we are looking at a depression.
@@karmasutra4774 by the layman's recession definition, yes
Ya right inflation s even worse
Labour sector fuels the inflation
lmao inflation improving what a clown
Or the market is gyrating trying to justify the earnings.
Markets will do well and the messiah will come again
Lil tommi is a goofy pumper
More growth 😂😂😂
Cut to 0
Haha
Duh!!
Tom Lee is right, buying Tesla stock at these ultra low prices is an opportunity of a lifetime.
Possible
😂😂😂
Definitely not of a lifetime but a good buy.
💎 Cognizant Technology Solutions (CTSH) 💎
I bought a box of screws last week.
The price had doubled in 4 years.
They told me I had just beat another projected increase.
Inflation is still coming from behind a BRICS Wall.
I just paid $68 to Amazon for a bathroom sink basin that I paid $38 2 years ago. All of these folks are liars. CNBC, FED, government talking heads...all are lying.
The same guy last two weeks who said nothing will prevent from continuing to go up to the mountain.. Thats why when investing.. Dont listen to others
Tom Lee is leading these bulls right off a cliff
It's been painful for people trying to short the market.
Tom Lee UNDERSTANDS EXACTLY NOTHING ABOUT INFLATION….AT ALL….NOT ONE THING…..ZERO.