Co-founder of Fundstrat Global Advisors, head of research and managing partner Tom Lee, says that the most important geopolitical events of the last weekend should be a blessing for shares.
In a new interview with CNBC, Tom Lee was asked His opinion about the US stock market is to start the week after the US military strikes at Iranian nuclear facilities at the weekend.
“Well, you know, in some respects it is no surprise because, as you know, as Art Cashin had the adage, buy the construction sale, the invasion.” And I think today it is an example-that markets were a bit nervous and anxious, and we had already seen the risk, and the Vix had already been raised.
When asked how the events of the last weekend will form his trade views for the rest of the year, Lee says that the stock market should go up in 2026.
“In some respects, it strengthens the matter for shares to do better the end of the year. Because we would have said at the beginning of this year that the US is bombing a nuclear facility a black swan. Oil should be $ 120, shares should fall 10%. And then we have any goods.” In Europe. “