3min chapter

The Compound and Friends cover image

A Very Tom Lee Christmas | What Are Your Thoughts?

The Compound and Friends

CHAPTER

Four Themes From Tom for 2023

The 10 best years in the history of the stock market have almost all come after a very bad year. A company that helps protect businesses from, or households from future inflation is going to resonate as we exit this year. There's a structural shortage of labor and central banks can't fix it by trying to slow down the economy. In order to really fix the labor shortage and then grow the economy, you have to replace human labor. And I think the easiest way is actually technology spend.

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