"There is excessive pessimism" That is Tom Lee on CNBC Why? • Q3 earnings growth is tracking near ~30% • Forward EPS revisions (+20%) outpaced index price gains, making stocks cheaper this year, not pricier • Tech and crypto strength signals easing inflation and looser conditions ahead. Call him a permabull, but he's nailed the S&P much better than the doomers.(CNBC)