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2025-12-02

Be bolder. Call 7500

Tom Lee Drops His Boldest S&P Call Yet — 7200–7300 Is Likely For December

Tom Lee predicts a year-end melt-up for the S&P 500, with a target of 7200-7300. Liquidity and fund managers' performance chasing could fuel the rally.

Tom Lee Drops His Boldest S&P Call Yet — 7200–7300 Is Likely For December

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Call 7500</p></body></html>","htmlText":"<html><head></head><body><p>Be bolder. Call 7500</p></body></html>","text":"Be bolder. Call 7500","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/506424364360360","repostId":2588708570,"repostType":2,"repost":{"id":"2588708570","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1764658420,"share":"https://ttm.financial/m/news/2588708570?lang=en_US&edition=fundamental","pubTime":"2025-12-02 14:53","market":"sh","language":"en","title":"Tom Lee Drops His Boldest S&P Call Yet — 7200–7300 Is Likely For December","url":"https://stock-news.laohu8.com/highlight/detail?id=2588708570","media":"Benzinga","summary":"Tom Lee predicts a year-end melt-up for the S&P 500, with a target of 7200-7300. Liquidity and fund managers' performance chasing could fuel the rally.","content":"<html><head></head><body><p><strong>Tom Lee</strong> has never been scared of big calls — but this one will ignite a few group chats on Wall Street. Speaking on CNBC&#39;s Squawk Box on Monday, the Fundstrat co-founder said the S&amp;P 500 index is primed for a year-end melt-up, calling &#34;7200–7300&#34; not a hope, but &#34;likely for December.&#34; And in case the tone wasn&#39;t clear enough, he delivered the most direct summary of his stance: &#34;I&#39;m pretty bullish.&#34;</p><p>What makes him so aggressive when sentiment feels exhausted?</p><p><a href=\"https://laohu8.com/S/LQDT\">Liquidity</a>, capitulation, and a timing window, he believes, are what traders are sleepwalking through. Lee argues the single biggest market tailwind has already arrived: &#34;today is the day that QT ends.&#34; With the Fed set to cut rates this month and balance-sheet tightening halting after nearly three years, he believes the liquidity surge could be explosive.</p><p>The last time QT paused — in 2019 — markets &#34;within 3 weeks rallied 17%.&#34; That kind of move would land straight on top of the most-traded S&amp;P 500 ETFs — the <strong>SPDR S&amp;P 500 ETF </strong>(NYSE:SPY), the <strong><a href=\"https://laohu8.com/S/EEMA\">iShares</a> S&amp;P 500</strong> <strong>ETF</strong> (NYSE:IVV), and the <strong>Vanguard S&amp;P 500 ETF</strong> (NYSE:VOO) — the vehicles Wall Street uses when performance panic kicks in.</p><p>He also thinks November&#39;s washout was the best thing that could have happened. The market fell &#34;6%,&#34; and the carnage hit AI and high-beta names even harder.</p><p>Behind closed doors, Lee says, institutional sentiment cracked — many fund managers &#34;threw in the towel&#34; and expected to coast into January. Now, if December turns strong, he expects a rush to avoid career-risk underperformance — classic &#34;performance chasing,&#34; the type that can produce face-ripping moves in broad-market ETFs.</p><p>But there&#39;s one caveat: the Fed needs to avoid going too soft. As Lee warned, &#34;the bond market will protest if the Fed is too dovish.&#34;</p><p><strong>Investor takeaway:</strong> Bears say the rally died in November. Lee says the real move is about to start — and the finish line is far higher than anyone&#39;s ready for.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tom Lee Drops His Boldest S&P Call Yet — 7200–7300 Is Likely For December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTom Lee Drops His Boldest S&P Call Yet — 7200–7300 Is Likely For December\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2025-12-02 14:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Tom Lee</strong> has never been scared of big calls — but this one will ignite a few group chats on Wall Street. Speaking on CNBC&#39;s Squawk Box on Monday, the Fundstrat co-founder said the S&amp;P 500 index is primed for a year-end melt-up, calling &#34;7200–7300&#34; not a hope, but &#34;likely for December.&#34; And in case the tone wasn&#39;t clear enough, he delivered the most direct summary of his stance: &#34;I&#39;m pretty bullish.&#34;</p><p>What makes him so aggressive when sentiment feels exhausted?</p><p><a href=\"https://laohu8.com/S/LQDT\">Liquidity</a>, capitulation, and a timing window, he believes, are what traders are sleepwalking through. Lee argues the single biggest market tailwind has already arrived: &#34;today is the day that QT ends.&#34; With the Fed set to cut rates this month and balance-sheet tightening halting after nearly three years, he believes the liquidity surge could be explosive.</p><p>The last time QT paused — in 2019 — markets &#34;within 3 weeks rallied 17%.&#34; That kind of move would land straight on top of the most-traded S&amp;P 500 ETFs — the <strong>SPDR S&amp;P 500 ETF </strong>(NYSE:SPY), the <strong><a href=\"https://laohu8.com/S/EEMA\">iShares</a> S&amp;P 500</strong> <strong>ETF</strong> (NYSE:IVV), and the <strong>Vanguard S&amp;P 500 ETF</strong> (NYSE:VOO) — the vehicles Wall Street uses when performance panic kicks in.</p><p>He also thinks November&#39;s washout was the best thing that could have happened. The market fell &#34;6%,&#34; and the carnage hit AI and high-beta names even harder.</p><p>Behind closed doors, Lee says, institutional sentiment cracked — many fund managers &#34;threw in the towel&#34; and expected to coast into January. Now, if December turns strong, he expects a rush to avoid career-risk underperformance — classic &#34;performance chasing,&#34; the type that can produce face-ripping moves in broad-market ETFs.</p><p>But there&#39;s one caveat: the Fed needs to avoid going too soft. As Lee warned, &#34;the bond market will protest if the Fed is too dovish.&#34;</p><p><strong>Investor takeaway:</strong> Bears say the rally died in November. Lee says the real move is about to start — and the finish line is far higher than anyone&#39;s ready for.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4550":"红杉资本持仓","BK4588":"碎股","BK4534":"瑞士信贷持仓","VOO":"Vanguard标普500ETF","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","OEX":"标普100",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","BK4585":"ETF&股票定投概念"},"source_url":"https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/12/49146790/tom-lee-drops-his-boldest-sp-call-yet-7200-7300-is-likely-for-december","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588708570","content_text":"Tom Lee has never been scared of big calls — but this one will ignite a few group chats on Wall Street. Speaking on CNBC's Squawk Box on Monday, the Fundstrat co-founder said the S&P 500 index is primed for a year-end melt-up, calling \"7200–7300\" not a hope, but \"likely for December.\" And in case the tone wasn't clear enough, he delivered the most direct summary of his stance: \"I'm pretty bullish.\"What makes him so aggressive when sentiment feels exhausted?Liquidity, capitulation, and a timing window, he believes, are what traders are sleepwalking through. Lee argues the single biggest market tailwind has already arrived: \"today is the day that QT ends.\" With the Fed set to cut rates this month and balance-sheet tightening halting after nearly three years, he believes the liquidity surge could be explosive.The last time QT paused — in 2019 — markets \"within 3 weeks rallied 17%.\" That kind of move would land straight on top of the most-traded S&P 500 ETFs — the SPDR S&P 500 ETF (NYSE:SPY), the iShares S&P 500 ETF (NYSE:IVV), and the Vanguard S&P 500 ETF (NYSE:VOO) — the vehicles Wall Street uses when performance panic kicks in.He also thinks November's washout was the best thing that could have happened. The market fell \"6%,\" and the carnage hit AI and high-beta names even harder.Behind closed doors, Lee says, institutional sentiment cracked — many fund managers \"threw in the towel\" and expected to coast into January. Now, if December turns strong, he expects a rush to avoid career-risk underperformance — classic \"performance chasing,\" the type that can produce face-ripping moves in broad-market ETFs.But there's one caveat: the Fed needs to avoid going too soft. As Lee warned, \"the bond market will protest if the Fed is too dovish.\"Investor takeaway: Bears say the rally died in November. 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