Annie 所长|6月 19, 2026 10:47
What's the point of falling now?
Tom Lee: There will be a significant drop in the second half of the year!
Here are his four hardcore predictions for the year-end correction:
1. Federal Reserve reform tests market limits
The Federal Reserve is undergoing major reforms through five special task forces, and historical data shows that every time they perform surgery, the market crashes.
2. The three major super unicorn IPOs are lifted in a chain, crazily draining liquidity
Although SpaceX has successfully gone public, it currently only has a small cap of $90 billion in circulation. The large-scale lifting of restrictions in the second half of the year, combined with the IPOs of Anthropic and OpenAI, will form a huge black hole for attracting funds.
3. Geopolitical crisis triggers supply chain disruptions and shortages
The supply chain crisis in the Strait of Hormuz has a lagging effect and is expected to fully erupt by the end of the year, severely impacting corporate profits.
4. Multiple leverage bullets exhausted
Retail investors and institutions have basically exhausted their bottom fishing funds, and once the market firepower is cut off, it is easy to trigger a bullish stampede.
Save some cash and don't become the last one to take over when the sharp decline in the second half of the year approaches!
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