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Evidence-Based Research

Strategic market insights derived from emotion-free, evidence-based research by a team with more than a century of Wall Street experience.

200+

Clients

25+

Countries

75+

Market outlooks

7500+

Media appearances

What Type of Client Are You?

Institutional Investor

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  • We research market dynamics to equip hedge funds and banks with actionable intelligence.
  • Tailored research, co-branded reports, and conferences to align with your institution's unique strategy.

RIA & Wealth Management

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  • Concise insights and user-friendly dashboard for quick decision-making.
  • Bespoke research and co-branding opportunities to elevate your RIA brand.

Individual Investor

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  • Timely insights, ensuring you're always aligned with market movements.
  • Stock lists to guide investment choices and optimize portfolio performance.

Why Fundstrat?

We are an independent financial research boutique providing strategic market insights rooted in emotion-free, evidence-based research by a team with more than a century of Wall Street experience.

Work with us to benefit from our research daily via practical, actionable ideas to help you build an effective portfolio roadmap.

Get direct access to our analysts via client calls, monthly webinars, and special coverage of market moves.

Become our client

Our Research Leadership

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Thomas J. Lee, CFA – Co-Founder, Head of Research

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney.

Our Approach

Evidence-Based Financial Research

We monitor key market events and data and compress all this into an easy-to-read letter that will help you understand market moves.

  • Macro Strategy: We monitor key market events and data to help your firm outperform the market.
  • Technical Strategy: We provide in-depth analysis and context on the technical forces impacting markets.
  • Portfolio & Quant Strategy: Our quantitative approach aids in risk management, portfolio optimization, and alpha generation.
  • Digital Asset Strategy: We fuse insights from analyzing this emerging asset class with a diverse range of existing market experience to create actionable recommendations.
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Thomas J. Lee, CFA

Co-Founder, Head of Research

Thomas J. Lee, Head of Research, publishes market updates 3 times a week, along with analysis of vital financial headlines. He also provides a daily video 5 times per week, one of our clients’ favorite products.

  • Macro data
  • Macro commentary
  • Charts and media
  • Macro trends and opportunities
  • Real-time commentary
  • Daily market update videos

Latest Research

Bond reversal doesn’t change much as technology continues to lead

S&P and QQQ have now rallied into and through the CPI print and FOMC meeting with little to no evidence of any trend reversal.  Treasuries did pull back from early day gains, but trends in Yields remain pointed...

AAPL
ORCL
QQQ
June 12, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

We expect markets to rally post-CPI and post-FOMC because consensus too "hawkish" into Wednesday.

Equity markets have been treading water this week in front of Wednesday when both May CPI and the June FOMC interest rate decision are released. As is typical when markets lack visibility, negative views and concerns prevail and...

AAPL
AIQ
AMD
AMZN
ANET
ARM
AXON
AXP
AYI
BLD
CARG
CAT
CDNS
CMG
COIN
COP
COST
CRM
CRWD
CVNA
DECK
DFH
EOG
EXP
FANG
FLS
GBX
GMS
GOOGL
GRMN
GWW
HCI
HIBB
HUBS
IBP
IJR
ISRG
IWM
JPM
KLAC
LLY
MARA
META
MLI
MPC
MSFT
NEU
NFLX
NOV
NOW
NSSC
NVDA
NVO
ODFL
ORCL
PANW
PLTR
PLUS
PSX
PYPL
REX
SEMR
SHAK
SMCI
SMLR
SPOT
TDG
TPX
TREE
TSLA
WING
WSM
XLF
XLI
ZS
June 11, 2024
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Thomas Lee
Head of Research

Carmakers jump on EV sales, despite the narrative of slowing EV demand

S&P and QQQ are likely to rally ahead of this week’s CPI and FOMC meeting.  However, a weaker than expected CPI report along with discussion of two interest rate cuts for 2024 might help to add conviction to...

F
GM
HBAN
LRCX
MPWR
STX
TSLA
June 10, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

VIDEO FLASH: NY Fed consumer survey shows inflation expectations back to pre-pandemic levels, mirroring U Mich.  More reason why probabilities favor higher stocks post-FOMC

VIDEO: We discuss how the soft data shows inflation expectations back to pre-pandemic levels, as seen in both U Mich/NY Fed consumer surveys and even the ISMs' prices. Also, rising odds of a cut favor small-caps, which have...

June 10, 2024
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Thomas Lee
Head of Research

Our Services

We offer a comprehensive library of tools and reports designed to help our clients position themselves ahead of consensus.

Research

Tailored to the needs of institutions, RIAs, and individual investors, our research drives informed decision-making and optimal strategy alignment in a dynamic market landscape.

Market updates

We provide intraday market commentary, offering real-time insights into unfolding market events.

Media

From daily videos delving into macro and technical perspectives, to webinars featuring industry leaders and forward-looking forecasts, our media suite stands unparalleled in delivering vital market insights.

Q&A

From phone calls to face-to-face consultations, we consultant clients on portfolio assessments, the cultivation of innovative ideas and more.

Sector analysis

Leveraging macro strategies, ETF themes, and technical analysis, our proprietary sector model anticipates sector rotations and shifts, guiding you toward optimized portfolio performance.

Actionable ideas

Drawing on real-time market events and prevailing themes, we provide curated stock lists and actionable insights to generate alpha.

Contact Us

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Visit:

150 East 52nd St, 3rd Floor, New York, NY 10022

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