A 10-15% pullback is on the table, but Fundstrat's Tom Lee isn't worried. On CNBC, he laid out the same call he's had all year: S&P grinds to 7,700-7,800 first, then the pullback comes for understandable reasons. Fed shifting away from forward guidance, an IPO lockup unlocking, oil supply risk building. Earnings momentum stays strong, and with fund managers still way underinvested, he thinks they'll buy the dip hard.(Lark Davis)