Lee’s Gambit: A Desperate Bet on the Market
At the start of the year, Fundstrat predicted that industrials, financials, and tech would outperform the broader US stock market. And, lo and behold, industrials and financials have been the stars of the show so far, with tech finally waking up from its slumber 💻. According to Lee, these three sectors will continue to lead the equity market for the rest of the year, because, why not? 🤷♂️