FUNDSTRAT’S TOM LEE: FOLLOW THE WHITE HOUSE, NOT THE MARKET Fundstrat’s Tom Lee warns investors not to fight Washington, arguing the White House is increasingly deciding which sectors win or lose. He says this dynamic matters more than monetary policy early in the year. Lee flags credit-card companies, the Federal Reserve, and institutional mortgage buyers as current “losers,” citing Trump’s push to cap credit-card interest rates and political pressure on the Fed. He says these policies could lead to tighter credit conditions. On the “winner” side, Lee points to housing-related assets, as Trump focuses on affordability and lower mortgage rates ahead of elections. He also favors energy, materials, large-cap tech, crypto, industrials, financials, and small-cap stocks that benefit from stronger economic growth.(*Walter Bloomberg)