It has been shown that to drill down and learn the “why” and “how” equity markets are moving, or not moving at all for that matter, will allow one to make better decisions. So we spend our time speaking to market leaders and asking a lot of questions, and enjoy sharing ideas. Sharing quality information with smart people elevates the discourse and allows one to dig down to the sources that drive markets. We love reading and asking equations about equity markets, before giving out views, we have always done this.
There is abundant evidence that shows some market gurus on Wall Street are not only good, but consistently generate quality ideas that are supported by strong research. For this reason, we have followed Mr Tom Lee and his team for years, even before they launched their top ranked research firm on Wall Street. Our focus on his product was only enhanced when, after a massive equity rally staring in 2009 matured, and in 2015 and 2016 so-called experts were calling for the US equity market to run out of energy and reverse to trade lower. Mr Lee, on the other hand, continued to give buy recommendations and not only did US equity markets rally, they accelerated by 10 to 15 percent with some names rallying 30 to 50 percent. It is important to note that making the market call is important but as we mentioned above, giving the “why” and “how” for make direction is golden – Mr Lee and his team were stand outs in this respect. And like many smart investors on Wall Street, we at Classiarius now follow his research and ideas religiously.
In a recent visit to Tokyo, we had the pleasure to spend two hours with Mr Lee and his partner, listening to his market views and specifically, giving some ideas on deep crypto and Bitcoin research. We arrived to the meeting with some tough questions but walked away with pages of notes and a positive outlook at 2019. We encourage you to study their research product and reach out to Mr John Bai for questions on access to their product.