Fundstrat Capital(@FundstratCap):Tom Lee @fundstrat : stock picking is trickier when the whole market is more expensive. That doesn't make stocks a sell here. But the higher the P/E goes, the more the 10-year yield matters as a competing valuation metric. At 4.7% we can still buy good stories. At 5%, we have to get very P/E sensitive. Learn more about $GRNY at

Fundstrat Capital

@FundstratCap

Asset manager founded in 2024 | CIO @fundstrat Tom Lee | Granny Shots Strategy

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Fundstrat Capital@FundstratCap

2026.08.11 14:58

Tom Lee @fundstrat : stock picking is trickier when the whole market is more expensive. That doesn't make stocks a sell here. But the higher the P/E goes, the more the 10-year yield matters as a competing valuation metric. At 4.7% we can still buy good stories. At 5%, we have to get very P/E sensitive. Learn more about $GRNY at