As Yields Break Records, Tom Lee Sees an Upside, But Only for the Strongest

Fundstrat’s Tom Lee argues the market is reading rising Treasury yields the wrong way, framing them as a stock market threat when they may actually be sorting strong companies from weak ones.

Lee joined the panel already mid-debate, brought in specifically to react to two guests who had just clashed over whether surging yields spell trouble for stocks. Rather than side with either camp, he…