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Tom Lee: While Wars Worry Investors, the US Economy Can Still Achieve a V-Shaped Recovery

2026-07-11 13:14

Odaily reported that during an interview with CNBC, Bitmine Chairman Tom Lee stated that while war is often one of the risk factors investors worry about most, historical data shows that the US economy tends to be more resilient during wartime than market expectations suggest. Although no one wants the US to be involved in a war, the relevant data reveals a more complex reality: during periods originally thought to cause significant market downturns, the US economy has remained stable and will ultimately achieve a V-shaped recovery.

Tom Lee added that the current drivers of US economic growth are no longer limited to investments in artificial intelligence infrastructure. Massive defense spending is also playing an increasingly important role. The continuously growing defense expenditure is directly promoting the reshoring and reindustrialization of US manufacturing, becoming one of the key forces supporting the economy.