
Fundstrat’s head honcho, Tom Lee, says US stocks are doing better than before that whole trade war kerfuffle. 🤷♂️ Apparently, things are lookin’ up! Or maybe he’s just trying to sell us something… 🤔
In a chat with those folks at CNBC, Lee spouts off about how everyone’s suddenly optimistic about 2026. Yeah, 2026! Like we can even plan that far ahead! 🙄 He claims American companies thriving during tough times are signs the stock market is doing better than before Trump decided to play global trade footsie. 🦶
“Back in February, when the market was all high and mighty, we had a whole lotta unknowns. And who cared about 2026 anyway?”
“Now,” he continues, “we can see the tariffs clearer than my grandma’s glasses! 👓 2026, get ready for deregulation, tax cuts, and the Fed doing the limbo! 💃 (On hold now, but more cuts in 2026… right…)
“These companies? They survived a black swan event! A near-death experience for the economy! And they still managed to rake in the dough! 🤑 It’s like the fifth time they’ve been put through the wringer! Put it all together, and I bet the PE (price-to-earnings ratio) will be higher in six months. Plus, 2026? Upside galore!”
Lee goes on, drooling about how if investors get all warm and fuzzy, stocks will soar! And all those fancy institutional types are apparently underinvested. 😴
“We know a bunch of these institutions didn’t jump back in when the market started boogying. 🕺
So, any dips will be tiny because investors are holding back. And the mood? Just barely neutral! If investors stop being such sourpusses, that’s good news for stocks!” 🥳
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2025-05-18 10:23