Fundstrat Tom Lee’s research says that the US stock market will probably benefit from a bullish setup despite the recent correction.
In a new interview with CNBC, Lee says in the light of rates and political uncertainty, markets still seem to climb a wall of worries, or the tendency of assets to rise higher despite other negative sentiment.
“What really strikes us is that the market has referred longer periods of weakness because investors are Bearish at the time that recordcontants are on the sidelines. So for us this is a market that is very skeptical about these new highlights. The ariting and worries about rates means that there is a wall of worries, so I think this is actually a very positive attitude for shares. “
Regardless of the recent volatility and the observed risk, the experienced investor says that the shares of growth will continue to perform this year and that the last market correction will most likely be shallow and short -lived.
“Investors really want to have shares that actually have structural benefits, and that is best evidenced by revenue growth, margin extension, profit growth and reasonable prices, so the reason that the shares of growth are still performing better, is that in a period like This, if we have macro uncertainty, if we have macro uncertainty, it will be names with some visibility.
It is not pleasant to have a growth supply today, but we know that the 2025 lesson is that this withdrawal has not been deep and investors have bought these dips, so I don’t think it is different today. In fact, it is no different than the Deepseek panic, or the rate day panic, or the CPI (Consumer Price Index) Panic, so I think this will be a buying option. “