Tom Lee Explains Why Everyone’s Wrong About September – 3 Stocks Could Rise After Fed Cuts

September has always carried a reputation on Wall Street — the month investors dread, the so-called graveyard of rallies. But according to Tom Lee, the market’s most vocal contrarian, this time is different. In his latest interview, Lee declared that “contrary to consensus, September will be an up month,” pointing to one rare catalyst: the Federal Reserve is about to cut rates for the first time this cycle. That’s only happened twice in the last 50 years — September 1998 and September 2024 — and both moments sparked powerful upside moves.
Why does this matter now? Because markets have been climbing a wall of worry all year — from sticky inflation, to geopolitical risks, to constant fears of overvaluation. Yet, the Fed has been on hold, letting the economy digest the hikes of 2022–2023. With inflation cooling and growth proving resilient, Powell and Fed officials like Chris Waller — the man favored to become the next Fed chair — are openly signaling it’s time to cut. That first rate cut isn’t just symbolic; it’s a green light for liquidity, growth, and investor confidence. In a market starving for clarity, that’s the spark that could flip September from “seasonally weak” to the launchpad of the next leg higher.

*Tom Lee Explains Why Everyone’s Wrong About September – 3 Stocks Could Rise After Fed Cuts*

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