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한국어 · English

Bull Bullish 2351편Bear Bearish 991편🆕 Today의 신규

Today의 신규 · 112편

“이 자리만은 깨지 말았으면”…코스피 3500 경고등, 중간선거 이후 전망과 섹터·Stock 전략 정리

5-6월에도 손해 본 개미들, 주식투자 당장 그만두세요

모 calls스탠리 CEO "AI 자본지출 10년간 15조달러"… 中간선거 앞둔 시장 전망

중간선거 후 '트럼프 맥싱' 심화 전망: 트럼프화 지수로 본 한국 증시와 원·달러

미국 주식 시황과 중간선거, AMD 실적 결과 정리

[Articles로벌 증시마감] 중간선거 이후 증시 흐름은?

톰리

Accuracy score+2.5
순 place41
Scored calls1152 calls
Hit rate / Market-adjusted / Return-weighted59.5% / 57.0% / 64.2%
1-month return / Market / beta excess return / Peer excess+2.3% / +1.9% / +0.5
Bullish / Bearish / Neutral71.2% / 12.6% / 16.2%
Best horizon1y
Performance badgeLate call badge,Flood badge,Consistent accuracy badge
Main channelCNBC Television
국적외
Note
Updated2026-10-28 07:00:00

Main stocks: #S&P500 (662)#미국기술주 (429)#BTC (427)#미국채금리 (219)#비트코인 (196)

How scores are calculated

채널 Profile · Fundstrat

Accuracy score -0.6 · 순 place 147.0 · 채점 39 calls · Return-weighted hit rate 44.2% (Simple 43.8%) · Market excess return -0.7% · Bullish 84.6% / Bearish 15.4%

2025-08-07 ~ 2026-08-17 · Main stocks 미국기술주(6), S&P500(6), 금(4), BTC(4), 러셀2000(4), 미국금융주(3) ·

📊 증시자금 · 2026-11-02 기준

투자자예탁금90.5조전일 ▲2,278억 · 20일평균 -4%
신용융자 잔고29.2조전일 ▲1,496억 · 20일평균 -8% · 코스피 22.6조 / 코스닥 6.6조
place탁매매 미수금8,972억전일 ▲249억 · 20일평균 -16%
반대매매112억전일 ▲79억 · 20일평균 -59% · 미수금 대비 1.3%
출처: 금융투자협 views 종합Statistics(T+1) · 22거래일 그래프 보기

주식 영상 글

54 calls

No.49699 · InternationalTOM LEE: 6 reasons we maintain conviction on the AI trade and why this selloff is ending.Fundstrat Capital · 게시 10/27 01:26 · 영상 10/26 · Views 11
No.47069 · InternationalTom Lee: Investors Fear an AI BubbleFundstrat · 게시 10/24 09:25 · 영상 10/09 · Views 8
No.46447 · InternationalTom Lee: Why the Pessimism Is OverblownFundstrat · 게시 10/24 09:25 · 영상 10/05 · Views 8
No.45098 · InternationalTOM LEE: While markets churn in Sept, a "max hawkish" Fed is creating positive risk/rewardFundstrat Capital · 게시 10/24 09:25 · 영상 09/22 · Views 14
No.44136 · InternationalTOM LEE: August Core CPI on 9/11 is key. Soft CPI = Fed on hold. Crypto driving 3Q26Fundstrat Capital · 게시 10/24 09:25 · 영상 09/10 · Views 7
No.42484 · InternationalTom Lee: The AI Bubble Comparison Is WrongFundstrat · 게시 10/24 09:25 · 영상 08/17 · Views 10
No.41419 · InternationalTOM LEE: The great leverage unwind continues in AI 'bottlenecks' and Korea. Signs we are at a bottomFundstrat Capital · 게시 10/24 09:25 · 영상 07/30 · Views 9
No.41154 · InternationalTom Lee: Crypto Is Having Its 1934 MomentFundstrat · 게시 10/24 09:25 · 영상 07/27 · Views 8
No.40626 · InternationalTOM LEE: June CPI and PPI show inflation is weakening, this shows Bond Market Prices Out Fed Hikes.Fundstrat Capital · 게시 10/24 09:25 · 영상 07/17 · Views 8
No.40308 · InternationalWhere Are the Buys Now? Tom Lee on the RotationFundstrat · 게시 10/24 09:25 · 영상 07/10 · Views 8
No.40159 · InternationalTom Lee: 6 key considerations for 2H 2026, including inflation looks weaker than consensusFundstrat Capital · 게시 10/24 09:25 · 영상 07/08 · Views 8
No.39887 · InternationalTom Lee: Is a 10% to 15% Market Pullback Coming?Fundstrat · 게시 10/24 09:25 · 영상 07/02 · Views 8
No.39081 · InternationalTom Lee Sees a Market Shift Coming Later This YearFundstrat · 게시 10/25 01:26 · 영상 06/18 · Views 8
No.38190 · InternationalIs the Bitcoin Thesis Broken? Tom Lee Weighs InFundstrat · 게시 10/24 09:25 · 영상 06/01 · Views 8
No.38035 · InternationalTom Lee: The Future of Markets Comes Down to Two ThingsFundstrat · 게시 10/24 09:25 · 영상 05/28 · Views 8
No.37433 · InternationalTom Lee Flags 3 Risks for StocksFundstrat · 게시 10/24 09:25 · 영상 05/15 · Views 8
No.37089 · InternationalTom Lee: Stocks selling scarce assets are working in 2026 = core tenet of Granny ShotsFundstrat Capital · 게시 10/24 09:25 · 영상 05/08 · Views 8
No.36142 · InternationalTOM LEE: The bottom is likely in: 3 signs the fog of war is lifting $GRNY $GRNJ $GRNIFundstrat Capital · 게시 10/24 09:25 · 영상 04/13 · Views 7
No.35802 · InternationalTOM LEE: 4 Reasons US Economy Grows With $100 Oil. Fog of War continues, $GRNY $GRNI resilientFundstrat Capital · 게시 10/24 09:25 · 영상 04/01 · Views 7
No.35674 · InternationalTOM LEE: Despite the 'fog of war' GRNY outperforms broader market YTDFundstrat Capital · 게시 10/24 09:25 · 영상 03/26 · Views 7
No.35452 · InternationalTom Lee: Growth Stocks Continue to Outperform Even as Iran War Timeline Keeps ExtendingFundstrat Capital · 게시 10/24 09:25 · 영상 03/18 · Views 7
No.35107 · InternationalTom Lee: March an Up Month? MAG7, Software & Crypto Lead the WayFundstrat Capital · 게시 10/24 09:25 · 영상 03/04 · Views 7
No.35081 · InternationalTom Lee: “This Is What a Market Bottom Looks Like”Fundstrat · 게시 10/24 09:25 · 영상 03/03 · Views 8
No.34888 · InternationalTom Lee: 7 Reasons It Feels Like a Bear Market + Granny RebalanceFundstrat Capital · 게시 10/24 09:25 · 영상 02/24 · Views 7
No.34326 · InternationalTom Lee: Is Crypto Bottoming Right Now?Fundstrat · 게시 10/24 09:25 · 영상 02/02 · Views 8
No.34243 · InternationalTom Lee Explains Why Gold & Silver Just Sold OffFundstrat · 게시 10/24 09:25 · 영상 01/30 · Views 8
No.34240 · InternationalTom Lee on Gold, the Dollar, and Why Crypto Is LaggingFundstrat · 게시 10/24 09:25 · 영상 01/30 · Views 7
No.34128 · InternationalTom Lee on Precious Metals, Crypto & StocksFundstrat · 게시 10/24 09:25 · 영상 01/26 · Views 8
No.34081 · InternationalTom Lee on Gold, Mag 7 & the Next Rotation TradeFundstrat · 게시 10/24 09:25 · 영상 01/24 · Views 8
No.33583 · InternationalTom Lee: Why a Midyear Market Pullback Is LikelyFundstrat · 게시 10/24 09:25 · 영상 01/07 · Views 8

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