Tom Lee: The stock market bottom is in

• Tom Lee asserts 'the bottom is in' for the market, projecting the S&P 500 to reach 7300.
• He notes that a 'rolling bear market' has already occurred across 70% of the S&P, including energy, financials, Mag 7, and software, suggesting much negativity is priced in.
• Key sectors expected to lead the market higher include Tech, Crypto (Ethereum), Mag 7, Software, Industrials, Financials, and Small-Caps, especially as oil prices cool.
• The US economy's resilience during wartime makes US stocks attractive, and while an inflation shock is anticipated, the Fed's potential shift towards cuts is seen as a positive.

Tom Lee of Fundstrat believes the market bottom is in, with the S&P 500 poised to reach 7300. He attributes the market's resilience to prior 'rolling bear markets' in various sectors and expects leadership from tech, crypto, industrials, financials, and small-caps as oil prices stabilize. He acknowledges an inflation shock is coming but remains optimistic about the market's ability to absorb it.