A Very Tom Lee Christmas | What Are Your Thoughts?

1

Introduction

00:00 • 2min

2

What's Consensus Thinking?

01:39 • 2min

3

What's the Best Risk Reward for the First Half of the Year?

03:25 • 2min

4

Do You Think We're Going to Have a Recession?

05:51 • 1min

5

Six Reasons Why We're Going to Have the Highest Stock Market Gain Since 2020

07:15 • 5min

6

Technology, Energy, and Industrials to Lead?

12:02 • 2min

7

The Twitter Plane Is Still Flying, but It's Still Working

13:54 • 5min

8

Is There a Policy Error?

19:01 • 2min

9

Is There Enough Work to the Downside to Account for What's Going On?

21:10 • 2min

10

Is Amazon Going to Be Disrupted?

23:03 • 3min

11

Energy Market Cap Share

25:49 • 4min

12

The Stock Market Bottomed Before Volcker Shifted Tactics

29:22 • 6min

13

Stock Market Bottoms, Well-Headed Earnings

34:52 • 4min

14

How Much Will the S&P Be Worth in 2023?

38:34 • 4min

15

Is There a Wave of Layoffs in January?

43:00 • 5min

16

Four Themes From Tom for 2023

47:32 • 3min

17

What Do Millennials Care About?

50:05 • 5min