I react to and discuss another recent interview with Fundstrat’s Tom Lee, in which he again attempts to predict the short and medium term trajectory of the stock market based on macroeconomic factors, including the level of the S&P 500 by yearend. I also discuss a recent interview with Interactive Brokers Chair Thomas Peterffy, who observes that margin loans are at an all time high, and discusses the possible stock market implications. See below timestamps:

00:23 Tom Lee - Buying The Dip

06:05 Thomas Petterffy - Margin loans warning sign

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Related episodes:

Tom Lee: Bullish New Stock Market Prediction

https://youtu.be/ocLm3eHGdAk

Inflation Comes In Hot, Stocks Panic! (Larry Summers interview) https://youtu.be/hFRxnMmniqQ

Aswath Damodaran: Why The Stock Market Is Now Overpriced https://youtu.be/IM-F4YVQ3jk

Reference videos:

CNBC: This dip will be bought as there's a lot less leverage in the market, says Fundstrat's Tom Lee

https://youtu.be/Kc8lM4NXjDA

CNBC: Interactive Brokers Chairman Peterffy: 'I get the feeling the market is somewhat exhausted'

https://youtu.be/Jtt1updm6-8

The main investment brokerage I use to buy international stocks, and to hold cash at good interest rates, is Interactive Brokers (referral link): https://ibkr.com/referral/john5664

Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.