Fundstrat's Tom Lee sees opportunities in small-caps this year

Tom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'The Exchange' to discuss where the markets could be heading, how to position, and more.

[katiedaniel-hzps]

The Senate's passing of the $95B foreign aid bill is a significant development. It'll be interesting to see the impact and allocation of these funds
And we still have insecurities to tackle

[brianwhitehawker]

Overall, 51% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025

[JefferyDuns]

AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

[stevebryan]

Smartest analyst around. In Tom we Trust

[mtc]

Tom, I'm sticking with you vs everyone out there. I've made a lot of money with your calls in the agree IWM/Russell 2000 will be higher than every flash, Dec 31, 2024----IWM will be up 40 to

[USASMR-oc]

Russell 2000 won't see a rally until.the fed lowers interest rates

[alexi]

Love Tom always so positive, eventually ask Tom Lee, what could go wrong in any arena, ie war, politics, labor sector reshuffled. Last month Tom said 30% correction now he mentions 7% correction, this needs clarity

[fhowland]

15x S&P PE ex-FAANG, that's crazy

[darrenhere]

a 7% pullback would be healthy and make me much more optimistic about YE targets

[brunoaziza]

Wow. Predicting that the market will be up 20% this year?

[johnchieze]

t.lee nailed it, nvidia stock is talking a breather b/c nothing goes straight up in a line. when this thing pops again to challenge 1, 000 the bears will be caught again like a deer in headlights. 7% correction is out, too many perpetual media bears scaring away main street to inject risk, more opportunity to ride this a.i. bull

[MBarberfanlife]

Not much of a prediction. Just look at a long-term chart of small-caps.

[The-Capitalist]

Tell me how small caps would perform well when high rates are putting pressure on their bottom line… It’s not like rate cuts give them a boat load of capital overnight either. Plus, we still have yet to see the effects of the rate hikes and will enter a recession post curve uninversion.

[maltlickytexas]

I'm a simple man; I see Dan Ives, I click & watch.😂

[domwlokosky]

Ppl are clueless look at revisions recession is here february was revised by 120k who gives these numbers that off im sure no coincidence

[Theofficaldannyalldunso]

Miners are not working and neither will small caps if there are no cuts this year.

[FLAC]

Tom is brilliant... but he knows the Fed is not going to drop rates...he knows

[willpcs]

The US stock market has an overall upward bias over the long term. The S&P 500 has produced 10.5% yearly returns over the last 100 years. The Nasdaq 100 has produced returns of 13.5% per year over the last 20 years. The Russell 2000 has produced an average yearly return of 7.7%.

[michaellin]

Why does Tom keep talking about "money on the sidelines, " but other market commentators say "there is no money on the sidelines....only accounting symmetry.". 🤷🏻

[drtomgao]

Perma bull Tom so what does it matter what he says if he’s ultimately always saying it’s going up?