Finance, Markets, and Strategic Commentary by Thomas Lee
Higher rates cannot solve supply-driven inflation, Rick Rieder argues
Rick Rieder stated that raising interest rates cannot address the supply shock in oil, may worsen the housing supply shortage, and could increase demand by raising investment income. Thomas Lee ...
Thomas Lee: Highlights $BMNR and $BMNP alongside Fundstrat and BitMNR
Thomas Lee called attention to $BMNR and $BMNP in a recent post, also referencing Fundstrat and BitMNR. Lee did not provide further details or commentary on these ...
AI and tech stocks face pressure, Thomas Lee notes
AI and technology stocks are currently under pressure, according to Thomas Lee. Lee announced he will discuss these market developments on CNBC Closing Bell at 3:35 p.m. ...
Thomas Lee: Ethereum described as settlement layer of choice for global banks
Thomas Lee said that Ethereum is the settlement layer of choice for global banks. He added that Deutsche Bank and JPMorgan are building on ...
Markets encounter challenges at support levels, Thomas Lee notes
Thomas Lee called attention to current financial market conditions, describing markets as facing a 'wall of worry' and stocks as being at key support levels. Lee invited followers to tune into ...
Thomas Lee: Korean equity downturn may impact crypto markets
A significant drop in Korean equities is likely affecting cryptocurrency markets. Thomas Lee noted that margin liquidations in brokerages and the large presence of Korean holders in crypto may be ...
ETH outperformed all macro assets in Q3 2026, Thomas Lee notes
Thomas Lee observed that ETH was the best performing macro asset in the third quarter of 2026. He pointed to this performance in the context of momentum investing and raised the question of which ...
Thomas Lee: Small-cap stocks appear set for potential rally
Thomas Lee suggests that small-cap stocks may be poised for a significant move, describing them as a 'coiled spring.' His comment indicates that he sees potential for notable activity in this ...
Markets set for major move, Thomas Lee notes
Thomas Lee will be appearing live from Singapore on U.S. television to discuss current market conditions. He describes markets as a 'coiled spring,' suggesting the potential for significant ...
Thomas Lee: Stablecoins grow more integral to financial system and liquidity
Thomas Lee highlights the increasing importance of stablecoins within financial system functions and liquidity. According to Lee, stablecoins are now fundamental components in maintaining ...
Keynote set for Oct 7 at OKX Main Stage, Thomas Lee notes
Thomas Lee is looking forward to participating in Token2049. He will deliver a keynote on October 7 at 10 a.m. on the OKX Main Stage. The tweet also references ETH, BMNR, and ...
Thomas Lee: Yields are pressuring markets ahead of on-air discussion
Thomas Lee is set to appear on CNBC Closing Bell to discuss market developments. He highlights that yields are putting pressure on markets and encourages viewers to tune in for the ...
MCD moves opposite to yields, Thomas Lee notes
Thomas Lee comments on the interesting observation that MCD appears to be negatively correlated to yields. He expresses uncertainty about the reason behind this relationship but finds the ...
Rising rates unsettle markets, Thomas Lee notes
Thomas Lee highlights that rising rates are causing further volatility in markets. He encourages viewers to tune in to CNBC Closing Bell for additional insights regarding these ...
Thomas Lee: Applications for institutions and auditor testing highlighted for Ethereum
Thomas Lee points to the usefulness of Ethereum-based systems, noting that specific applications can benefit institutions and be tested by auditors. The tweet highlights the appeal of these ...
Thomas Lee: ETH outperforms SPY by 6,519 basis points in 3Q
Thomas Lee highlights that ETH has outperformed SPY by 6,519 basis points so far in the third quarter, with about a week remaining in the period. Lee also mentions that FOMO, or fear of missing ...
Raising rates while inflation slows appears risky, Thomas Lee argues
Thomas Lee expresses concern that increasing interest rates while underlying inflation is already easing could result in a policy mistake. He agrees with the view that such a move may not be ...
Crypto equities lead Russell 1000 gains in 3Q26, Thomas Lee notes
Thomas Lee highlights that 20 percent of the top-performing stocks in the Russell 1000 quarter to date are crypto equities. With one month remaining in the third quarter of 2026, Lee points to ...
Complex market conditions ahead in 2026, Thomas Lee notes
Thomas Lee anticipates that market conditions will remain challenging in 2026. He highlighted the presence of cross currents while mentioning upcoming discussions on market trends for September ...
Thomas Lee: Multiple positive catalysts expected for crypto into year-end
Thomas Lee highlights his recent discussion with Milk Road Daily, mentioning that multiple positive catalysts are anticipated for the crypto market as the year draws to a close. The brief ...
Crypto viewed as AI-driven opportunity, Thomas Lee notes
Thomas Lee suggests that cryptocurrency represents a downstream element within the artificial intelligence narrative. He believes this dynamic is contributing to an outlook of strengthening for ...
