Small caps could rise more than 15% in August, says Fundstrat's Tom Lee

Tom Lee, Fundstrat Global Advisors managing partner and head of research, joins 'Squawk Box' to discuss the latest market trends, what to make of the recent rally in small caps, market outlook, and more.

[Vivienedouglass]

I dont even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash ...

[BrewerVera]

I started my 250k portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is up (39.62%). Thanks for the education! Will this provide solid cashflow?

[OliviaWright-qq]

Honestly, this situation makes me uneasy, especially with the potential depression, not just a recession. I'm not sure about my $130K investment strategy given the economic uncertainty.

[Manselus-vo]

I came across your channel through this video—case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.

[chucklee]

Tom Lee is the most thoughtful, rational yet humble analyst I have ever heard. He is the best!

[WillPerry-br]

*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*

[jptrainor]

6:13 "I think we can continue to have you back on because you've been so good... [despite] that other stuff..." WTF does that mean? Because he mentioned Trump?

[Nick]

Joe, show some respect for Tom he's running rings around you!

[eenzturano]

For years Tom has been the only one with any sense 👑

[robcrawford]

Early in the week He was saying small caps would go up 40%, in 4-6 weeks, now he's saying 15% in the next 4 weeks? This is crazytown.

[purplehayes]

Tom Lee is the only person CNBC needs to have back

[joshh]

This is the only person on cnbc who isn't full of crap.
Tom Lee's is a king 🤴 🙌 👏

[bmwxpicasso]

Joe Kernen and guest, Tom Lee are the only two people I take 100% seriously on CNBC.

[vishalthakor]

Bro, i bought NVDA14K in July after your video. i'm up 379%.

[jvofhyt]

just joined your VIP group, and I'm already blown away by how much there is to learn. Thank you for being such an amazing resource for traders like me

[GiftCard-lh]

“27 times earnings is not demanding”

That is one crazy statement and is indicative of us being at peak bubble activity.

[smileystevie]

Great to hear insights from Tom Lee. Thanks.

[bps]

It’s not because of Trump, they’re missing expectations and were over priced.

When companies finally have to cut their prices, they too will miss revenue. Don’t get too excited, but there are some deals surfacing.

[ernestkumeh]

Tom has been good in the sense that he has always been proven to be on point. I have not seen anyone better than Tom so far. But never so far, does not mean forever.

[Mike-uswr]

He is confident making bold forecast, unlike many others using bear-filled forecast to frighten investors.