Tom Lee, from Fundstrat, presents a bullish outlook on the market for the next 12 months, arguing that the current bull market is not over. He discusses key drivers for this optimism, including strong corporate profits, robust household balance sheets, the potential of AI, expected Fed rate cuts, and the historical resilience of the stock market through various "black swan" events. Lee also touches upon the structural labor shortage and the rise of blockchain technology as significant factors influencing future market performance, particularly in the US. He concludes by addressing the skepticism surrounding the current rally and advises against market timing due to the significant impact of missing the market's best days.
