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한국어 · English

Bull Bullish 2346편Bear Bearish 985편🆕 Today의 신규

Today의 신규 · 81편

삼성전자·SK하이닉스 급락에 코스피 흔들…International·기관 동반 매도

AI 투자 붐에 대한 채권 시장의 반발: 과도한 발행과 해외 자금 조달

화이자 CEO 부르라, 3분기 실적·특허 만료·비만 치료제 시장 전망 밝혀

주식시장이 영원히 바뀌려는 이유

Shopify 주가 급락, 실적은 강했는데 시장은 왜 실망했나

장 중반 시황: 선거일 혼조세, 은행주는 변화 대비

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.33542 · InternationalTom Lee on Markets, Bitcoin & What Comes Next in 2026Fundstrat · 게시 10/24 09:25 · 영상 01/05 · Views 8
No.32767 · InternationalTom Lee: What’s in store for markets in 2026?Fundstrat · 게시 10/24 09:25 · 영상 12/11 · Views 7
No.32383 · InternationalTom Lee: “We’re Set Up for a Really Strong Rally Into Year-End”Fundstrat · 게시 10/24 09:25 · 영상 11/26 · Views 8
No.32196 · InternationalFundstrat's Tom Lee: Here’s Why Crypto Keeps DroppingFundstrat · 게시 10/24 09:25 · 영상 11/20 · Views 7
No.31515 · InternationalTom Lee: Inflation Falls “Like a Rock” Despite Tariff Passthru, $GRNY Earnings Incoming This WeekFundstrat Capital · 게시 10/24 09:25 · 영상 10/27 · Views 8
No.31464 · InternationalFundstrat's Tom Lee: Gold Peaking & Crypto Ready to RunFundstrat · 게시 10/24 09:25 · 영상 10/24 · Views 6
No.31457 · InternationalFundstrat's Tom Lee: Is There an AI Bubble?Fundstrat · 게시 10/24 09:25 · 영상 10/24 · Views 8
No.31352 · InternationalTom Lee & Cathie Wood: Will Ethereum Overtake Bitcoin?Fundstrat · 게시 10/24 09:25 · 영상 10/19 · Views 8
No.31127 · InternationalFundstrat's Tom Lee: Retail Investors Are Still Powering This Bull MarketFundstrat · 게시 10/24 09:25 · 영상 10/09 · Views 8
No.31099 · InternationalFundstrat's Tom Lee: How AI and the Mag 7 Redefine Investing (Framework Part 3)Fundstrat · 게시 10/24 09:25 · 영상 10/07 · Views 7
No.30819 · InternationalTom Lee: Fed Easing Cycle = Positive for Stocks | $NVDA Still UndervaluedFundstrat Capital · 게시 10/24 09:25 · 영상 09/22 · Views 7
No.30556 · InternationalFundstrat's Tom Lee: Is Bitcoin Headed to $200K After Fed Cuts?Fundstrat · 게시 10/24 09:25 · 영상 09/08 · Views 8
No.30372 · InternationalFundstrat’s Tom Lee: Tech & AI Momentum Far From Over Post-NVDAFundstrat · 게시 10/24 09:25 · 영상 08/28 · Views 8
No.30253 · InternationalTOM LEE: $GRNY Executive Quarterly Rebalance New Picks $AVGO $EXPE $LRCX $LYV $VST $WTWFundstrat Capital · 게시 10/24 09:25 · 영상 08/19 · Views 8
No.30041 · InternationalFundstrat’s Tom Lee: The Silent Bitcoin Surprise Most Investors Are Missing | Part 1Fundstrat · 게시 10/24 09:25 · 영상 08/07 · Views 8
No.29713 · InternationalTOM LEE: $GRNY benefitted from benign June inflation and from AI & Crypto $MSTR $HOOD $AMD $PLTRFundstrat Capital · 게시 10/24 09:25 · 영상 07/18 · Views 7
No.29065 · InternationalTom Lee Explains the Fundstrat Granny Shots ETF $GRNY on The Compound and FriendsFundstrat Capital · 게시 10/25 01:26 · 영상 06/10 · Views 8
No.29003 · InternationalTom Lee: Trump vs. Elon Feud Doesn’t Change $TSLA Multiple Advantages | Market Dips Remain ShallowFundstrat Capital · 게시 10/24 09:25 · 영상 06/07 · Views 7
No.28793 · InternationalTom Lee: Bitcoin All-Time High vs. Moody’s Downgrade | $GRNY Leads with AI & CybersecurityFundstrat Capital · 게시 10/24 09:25 · 영상 05/25 · Views 7
No.28434 · InternationalTom Lee: Earnings Stronger Than Expected for $GRNY Stocks: $META, $MSFT, $PWR | S&P Rises on GDPFundstrat Capital · 게시 10/24 09:25 · 영상 05/02 · Views 7
No.28200 · InternationalTom Lee on “Structural Low” Based on VIX, $NVDA Risk/Reward, $TSLA Earnings & $MSTR Washed OutFundstrat Capital · 게시 10/24 09:25 · 영상 04/17 · Views 8
No.26041 · InternationalTom Lee's Fundstrat Granny Shots ETF $GRNY Weekly Update - December 15, 2024Fundstrat Capital · 게시 10/24 09:25 · 영상 12/17 · Views 7
No.25767 · InternationalTom Lee's Fundstrat Granny Shots ETF $GRNY Weekly Update - December 1, 2024Fundstrat Capital · 게시 10/24 09:25 · 영상 12/03 · Views 7
No.17776 · InternationalTom Lee on AI Investing, Commercial Real Estate, and What Could Dampen His Bullish 2023 OutlookFundstrat · 게시 10/24 09:25 · 영상 06/06 · Views 8

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