Lee: Investors should sell the war buildup and buy the invasion
Tom Lee · Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like · Jun 25, 2025 · at 34:30
Fundstrat CIO Tom Lee explains why equity markets often rally immediately after the onset of military conflict, discussing the US strikes on Iran.
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“When it comes to war, you sell the buildup into war, but you buy the invasion. Right. Or they say you buy when the guns fire, you know what I mean? And, but that's true. So we were advising our clients that you sell the buildup, but you buy the invasions.”
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