Tom Lee on 2023

Greg P

Posted June 16, 2023underArtificial IntelligenceEconomyFederal ReserveforecastHedge FundindicatorsoutlookStocksTom Lee

Tom Lee thinks the S&P 500 could reach all-time highs again this year and predicts there will be a dramatic expansion of market breadth in the second half of the year, with most of the heavy lifting being done by Fang. However, Lee also notes that spending on AI will eventually be subtractive and not add value unless it grows the end market for a business.

More Stories

Strip Malls in America

March 30, 2025

Prof. Stewart Hicks highlights the underestimated value of strip malls, asserting their increasing appeal in real estate as they adapt to changing market demands and contribute to community resilience. Despite being seen as outdated, strip malls support local entrepreneurship and provide essential services, with a recent uptick in interest and investment driven by high lease […]

Greg P

The Man Behind the Curtain

March 27, 2025

Howard Lutnick, close friend of Donald Trump, current Secretary of Commerce, and former CEO of Cantor Fitzgerald discusses strategic initiatives aimed at budget management, emphasizing the potential for significant federal spending cuts and improvements in efficiency, such as leveraging existing resources and addressing government fraud. Through anecdotes involving high-profile figures like Elon Musk, Lutnick presents […]

Greg P