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Real Money authors - Tom Lee and the FSI Team

Tom Lee and the FSI Team

Tom Lee is recognized as one of Wall Street’s top-ranked institutional analysts, with a loyal following for decades. The former chief U.S. Equities Strategist at JP Morgan is on a mission: to give individuals the research and tools to make the informed investment decisions and level the playing field. Banks and hedge funds go to Tom for his authoritative research and advice -- his research products are used by global asset managers representing 80% of active assets under management.

Tom Lee’s FS Insight has joined up with TheStreet’s Chairman’s Club to bring you comprehensive macro, stocks, and crypto coverage.
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Recent Articles By The Author

FS Insight Weekly Roadmap: Q4 Shows Promise After 'Vortex of Pain'

Tom Lee and the FSI Team

Despite a high volume of noise, inflation remains the primary macro driver for markets, while a government shutdown could put the Fed on an automatic 'structural pause.'

What a Government Shutdown Could Mean for the Stock Market

Tom Lee and the FSI Team

In some ways, a government shutdown might actually automatically put the Fed on a 'structural pause.'

'Anchored' Inflation Expectations Are the Key to Our Market View

Tom Lee and the FSI Team

The price action this week does not change our thesis that inflation remains the key macro driver for markets.

Despite Current 'Vortex of Pain,' History Suggests Markets Could Rally in Q4

Tom Lee and the FSI Team

We remain constructive through year-end as inflation remains key and, we believe, on a glidepath lower.

FS Insight Weekly Roadmap: Market Response to Hawkish Fed Is an Overreaction

Tom Lee and the FSI Team

Here's why we believe 'higher for longer DUE to higher GDP' has a more dovish tone, and remain constructive for the rest of the year.

Tom Lee: 3 Reasons the Post-Fed Market Decline Is an Overreaction

Tom Lee and the FSI Team

We view the magnitude of the equity drop and commensurate surge in yields disproportionate to the FOMC rate decision and press conference.

Tom Lee: Here's Why We See a Favorable Setup Into Wednesday's Fed Decision

Tom Lee and the FSI Team

Markets are apprehensive into the September FOMC. But we think the risk/reward is actually somewhat positive into this meeting. Stay with Technology, Energy and Industrials.

FS Insight Weekly Roadmap: Stock Markets Churn Ahead of FOMC Week

Tom Lee and the FSI Team

We see multiple reasons to expect improved market performance going into the second half of September.

Tom Lee: ECB Risk Rally a Prelude of Reaction When Fed Reaches Same Point

Tom Lee and the FSI Team

When incoming data convince the Fed to no longer see the need for further hikes, we expect multiple markets to reprice. We're removing our tactical OW of regional banks.

Tom Lee: 'Hot' August CPI Looks Better Beneath the Surface

Tom Lee and the FSI Team

Two items drove the entire surprise. But with tape bombs ahead, investors will likely be wary until next week's Fed's rate decision.

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