Lee Munson

Rule Changer. Wealth Manager. Art Collector. Skier. Family Man. Not necessarily in that order.

[Lee Munson @leemunson]

Asset light to asset heavy. Why would you pay the same multiple??? I learned from 1990s - let others build out the infrastructure first.

[MrBanks💰 @Mrbankstips]

What is Apple doing right?

[Lee Munson @leemunson]

When you price mega-caps for insane profit growth and all you get is really good profit growth.

[Yahoo Finance @YahooFinance]

The Magnificent Seven stock beatdown has been particularly painful for $META and $MSFT
https://t.co/LYK8MztV96

[jaredblikre.ai @SPYJared]

"Let's make tech value again"
On the @NYSE floor, @leemunson walked me through a scenario where the Nasdaq 100 could become "value" — no crash needed...
$NDX $QQQ

[Lee Munson @leemunson]

I totally agree!

[Mike 🇺🇸 @MikeyDog]

@cvpayne I don't think I've seen @leemunson on your show before. He's a great guest with lots of energy. Definitely bring Lee back.

[Lee Munson @leemunson]

Value stocks are stepping back into the ring.
2:35pm ET on Making Money with Charles Payne.
I’m coming in swinging. @cvpayne @FoxBusiness

[Lee Munson @leemunson]

@Igor84765290 @Delta The question is: who got my seats? They sound important if the airline broke their own rules. Two supervisors were unable to explain how or who did this - perhaps selling me out for a last minute, high price to ticket? Seems likely. @Delta

[Lee Munson @leemunson]

@Delta I paid months ago for Delta One on Delta 146. My flight is still operating, but my seats were given away and I was rerouted? I expect an explanation—and my original seats back.

[Lee Munson @leemunson]

@garymknight @Delta I asked to be changed back, they said only one biz seat on flight (I’m with my son), I asked about second leg… they said all biz seats were booked. No notes, no explanation, two supervisors unable to explain.

[Lee Munson @leemunson]

@Delta @DeltaAssist I booked Delta 146 in Delta One months ago. That flight is STILL on schedule, but less than 30 hrs before departure I was booted, rerouted, and my biz class seats given away—no explanation, just a random “receipt.” What’s going on? @USDOT

[Lee Munson @leemunson]

@garymknight @Delta I specifically paid for Delta One.@Delta litterally took my biz class seats and gave them to someone else on bothe legs of my trip - I called immediately and they said both flights were still running and no biz seats available - this is unacceptable. Bait and switch.

[Lee Munson @leemunson]

@garymknight @Delta Of course.

[Lee Munson @leemunson]

Rebalancing today...

[Lee Munson @leemunson]

So, more housing stock for Americans? Sounds good to me: Canadians Cashing Out Their American Vacation Homes https://t.co/mGMzMNFRzd

[Lee Munson @leemunson]

Some free advice - don’t trade on the last two days of the year… unless the 10 year is at 5%, or the SPX hits 5700 or 6200. It’s time to complete your post-mortem for the year.

[Lee Munson @leemunson]

It would be annoying if every time you mention high valuations, people claim you said 80% crash. https://t.co/PXbPRXulBg

[Lee Munson @leemunson]

Trade war or inflation? Top two risks. Will policy next year support or diminish those two fears?

[Lee Munson @leemunson]

“We’re not going to settle for that" - so, I will get an entry point to be long more US equities, more 30 yr Treasuries...thanks Powell

[Lee Munson @leemunson]

Friday the 13th and scary MAG7 valuations. What I like and don't. https://t.co/uEJftwS9iR

[Yahoo Finance @YahooFinance]

Berkshire Hathaway continues to cut significant equity stakes by reducing its holdings in $AAPL by 25% in Q3.

“For Warren Buffett, this is a classic move,” Portfolio Wealth Advisors president @leemunson says. “He’s a contrarian.”

[Lee Munson @leemunson]

My morning thoughts: will the Fed be bullied by markets? Will everyone sell the news?
https://t.co/2LXsHi804B