Our Publications
First To Market
Our First to Market daily note blends just-the-facts, before-opening-bell news with an overview of developing stories for a compelling picture of world markets in a compact, hard-hitting frame. We filter through the noise to bring you a real feel for the day's financial pulse.
- A detailed view of the most pivotal financial happenings of the day, to keep you in the loop
- Real-time price movements and analysis to help you gauge market sentiment
- The futures insights and market trends you need to know to make informed decisions
- Coverage of significant geopolitical events and their potential market impact
- A list of essential events every investor should know about to navigate the markets effectively
Signal From Noise
In a world brimming with data on technologies, companies, industries, and trends, SFN is a beacon of clarity and herald of opportunity. Amid the market’s cacophony, we hear the signal and amplify it in service of your sound investment decisions.
- In-depth analysis of current macro trends, helping you see the bigger picture
- Handpicked pivotal stocks that play an integral role in the market's narrative
- Various inputs – e.g. supply chains, distribution networks, development strategies – examined
- Examination of consumer and market behavior
- Clear, actionable insights rooted in complex market data and trend analysis
Sample Reports
Skip to the AI Beat
Stripe’s payment volume surged 25% to $1 trillion last year; business was cash-flow positive in 2023, revenue-automation now a ‘giant part’ of it
Fundstrat Team
Artificial Intelligence
“AI can benefit humanity in the form of free doctors, free tutors, free education, more media and entertainment, better wealth advisors and lawyers, more robotics, better digital health, better materials design; much better resource discovery: lithium, cobalt, nickel...
Fundstrat Team
Latest Publications
Market Ends Week on Upswing After Dovish FOMC, Soft Job Numbers
For stocks, April was the worst month of the year so far, ending 4% down from its levels on April 1. It was the first down month for all three major indices since October 2023, and also one...
Fundstrat Team
Persisting and Sustaining
Bird flu brings the U.S.’s pandemic preparedness into focus as health officials monitor the spread of the H5N1 virus in dairy cows (Semafor)
Fundstrat Team
FOMC Maintains Dovishness, Sees Neither "Stag" Nor "Flation"
Fundstrat Head of Technical Strategy Mark Newton has noted on various occasions that the Federal Reserve under Chair Jerome Powell’s leadership has sought to avoid surprising or shocking the market, typically telegraphing its intentions ahead of each meeting...
Fundstrat Team
Getting the Message
"Here's a news flash for the fools out there: if you don't build any stuff, there is no stuff." – Elon Musk
Fundstrat Team
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