A differentiated approach to market strategy and
financial research
An independent research boutique that provides strategic market insights based on unemotional,
evidence-based research from a team with more than a century of Wall Street experience
Client Login
Stay ahead of the market with Fundstrat Global Advisors
By working with us, you will benefit from our research on a daily basis with practical actionable ideas that help you
build an effective roadmap for your portfolio.
Get direct access to our researchers via client calls, monthly webinars, and special coverage of market events!
Our Latest Financial Research
Our latest institutional grade research covering all financial markets from 5 different strategies
VIDEO: Tom Lee Macro Minute: Keep on eye on T…
December 4, 2023
December 4, 2023
We discuss: We discuss how Tue close is somewhat important as it is "day 3" and this…
We are dip buyers over next 9 days until 12/1…
December 3, 2023
December 3, 2023
_HEADS UP: DUE TO TRAVEL AND MY 2024 OUTLOOK ON THURSDAY, I WILL NOT BE PUBLISHING F…
Oct Core PCE affirms Fed has room to move “dovish” in Dec. Pow…
November 30, 2023
November 30, 2023
Oct Core PCE affirms Fed has room to move …
November 30, 2023
November 30, 2023
_We publish on a 3-day a week schedule:_ _– Sun eve / Mon am_ _–_ _SKIP MON_ _ 
More reports are available in the Research Library
SPX & many sectors have risen to levels t…
December 1, 2023
December 1, 2023
NEAR-TERM TRENDS FOR US EQUITIES MIGHT SEEM TO HAVE ACCELERATED ON FRIDAY’S POWELL…
US Dollar and Treasury yield rally should not be ignored
November 30, 2023
November 30, 2023
US Dollar and Treasury yield rally should not…
November 30, 2023
November 30, 2023
NEAR-TERM TRENDS FOR US EQUITIES HAVE STALLED FOLLOWING SHARP UPTRENDS OVER THE LAST…
Technology and Financials both nearing prominent resistance
November 29, 2023
November 29, 2023
Technology and Financials both nearing promin…
November 29, 2023
November 29, 2023
_DUE TO A TECHNICAL ISSUE, I WAS UNABLE TO SHOW SOME OF THE CHARTS IN THE VIDEO. THE…
More reports are available in the Research Library
Sector Update: Secular Growth Continues to St…
July 11, 2023
July 11, 2023
_EXECUTIVE SUMMARY_ I did my monthly deep dive into my sector (GICS L-1) work this w…
Confusion Abound
June 23, 2023
June 23, 2023
Confusion Abound
June 23, 2023
June 23, 2023
After last week’s surge up in the cap-weighted S&P 500 into the quad witching that…
Divergences Likely to Persist
June 13, 2023
June 13, 2023
Divergences Likely to Persist
June 13, 2023
June 13, 2023
Well, it seems that the ball game is over, and the bulls have clearly won. Inflati…
More reports are available in the Research Library
QUANTITATIVE STRATEGY: NLP-Based Sentiment an…
March 7, 2023
March 7, 2023
INTRODUCTION We update our analysis that considers the market reaction of companies …
QUANTITATIVE STRATEGY: Quant Stock Ratings  
March 3, 2023
March 3, 2023
CONCENTRATED PORTFOLIO – 25 TOP-RATED STOCKS We have been writing about our stock …
QUANTITATIVE STRATEGY: Alternative Data: Redd…
February 28, 2023
February 28, 2023
REDDIT-BASED SENTIMENT We have built a proprietary database of comments from the Wal…
More reports are available in the Research Library
Republican Debate and Congressional budget Progress
December 4, 2023
December 4, 2023
Republican Debate and Congressional budget Pr…
December 4, 2023
December 4, 2023
The Republican Presidential candidates have their fourth debate this week on Wednesd…
Powell Speaks, Congress Dithers
December 1, 2023
December 1, 2023
Powell Speaks, Congress Dithers
December 1, 2023
December 1, 2023
Federal Reserve Chair Jay Powell spoke today at Spelman College in Atlanta, continui…
Congress returns. A look ahead to House 2024.
November 27, 2023
November 27, 2023
Congress returns. A look ahead to House 2024.
November 27, 2023
November 27, 2023
Congress returns to fight the same battles it faced before the Thanksgiving break: f…
More reports are available in the Research Library
Stocks Close Week at 2023 High
December 1, 2023
December 1, 2023
Stocks Close Week at 2023 High
December 1, 2023
December 1, 2023
_“In my whole life, I have known no wise people who didn't read all the time –_ …
The Shrinkage Problem: Retail Theft Could Lea…
November 30, 2023
November 30, 2023
As of publication, we are in the most important month of the year for retailers. And…
Fundstrat 3Q23 Daily Earnings (EPS) Update – 11/24/23
November 24, 2023
November 24, 2023
Fundstrat 3Q23 Daily Earnings (EPS) Update  
November 24, 2023
November 24, 2023
* 12 companies are reporting this week. * Of the 483 companies that have reported so…
More reports are available in the Research Library
CRYPTO FUNDING FRIDAY: Private Market Ends No…
December 1, 2023
December 1, 2023
WEEKLY RECAP Crypto funding ended November on a high note, tripling last week’s fu…
CRYPTO STRATEGY: Pressing Winners (Core Strategy Rebalance)
November 30, 2023
November 30, 2023
CRYPTO STRATEGY: Pressing Winners (Core Strat…
November 30, 2023
November 30, 2023
RATES DUE FOR A BOUNCE (MAYBE) As the crypto market continues to exhibit strength, a…
CRYPTO FUNDING FRIDAY: Blasting L2 & Infrastructure
November 24, 2023
November 24, 2023
CRYPTO FUNDING FRIDAY: Blasting L2 & Inf…
November 24, 2023
November 24, 2023
WEEKLY RECAP After last week’s surge, funding and deal count fell to robust levels…
More reports are available in the Research Library
CRYPTO HUB
Tom Lee’s quarterly list of stocks that take advantage of multiple tactical and strategic macroeconomic themes.
Mark Newton’s intermediate-term technically derived list of attractive risk/reward opportunities from across various S&P 500 sectors.
Brian Rauscher’s actively managed S&P 500 sector-allocation strategy that seeks to increase alpha and lower risk by identifying sectors likely to
outperform.
An easy and digestible tool to actively manage your crypto portfolio with Bitcoin, Ethereum, and more.
VIDEO: Tom Lee Macro Minute: Keep on eye on T…
December 4, 2023
December 4, 2023
We discuss: We discuss how Tue close is somewhat important as it is "day 3" and this…
We are dip buyers over next 9 days until 12/1…
December 3, 2023
December 3, 2023
_HEADS UP: DUE TO TRAVEL AND MY 2024 OUTLOOK ON THURSDAY, I WILL NOT BE PUBLISHING F…
Oct Core PCE affirms Fed has room to move “dovish” in Dec. Pow…
November 30, 2023
November 30, 2023
Oct Core PCE affirms Fed has room to move …
November 30, 2023
November 30, 2023
_We publish on a 3-day a week schedule:_ _– Sun eve / Mon am_ _–_ _SKIP MON_ _ 
More reports are available in the Research Library
SPX & many sectors have risen to levels t…
December 1, 2023
December 1, 2023
NEAR-TERM TRENDS FOR US EQUITIES MIGHT SEEM TO HAVE ACCELERATED ON FRIDAY’S POWELL…
US Dollar and Treasury yield rally should not be ignored
November 30, 2023
November 30, 2023
US Dollar and Treasury yield rally should not…
November 30, 2023
November 30, 2023
NEAR-TERM TRENDS FOR US EQUITIES HAVE STALLED FOLLOWING SHARP UPTRENDS OVER THE LAST…
Technology and Financials both nearing prominent resistance
November 29, 2023
November 29, 2023
Technology and Financials both nearing promin…
November 29, 2023
November 29, 2023
_DUE TO A TECHNICAL ISSUE, I WAS UNABLE TO SHOW SOME OF THE CHARTS IN THE VIDEO. THE…
More reports are available in the Research Library
Sector Update: Secular Growth Continues to St…
July 11, 2023
July 11, 2023
_EXECUTIVE SUMMARY_ I did my monthly deep dive into my sector (GICS L-1) work this w…
Confusion Abound
June 23, 2023
June 23, 2023
Confusion Abound
June 23, 2023
June 23, 2023
After last week’s surge up in the cap-weighted S&P 500 into the quad witching that…
Divergences Likely to Persist
June 13, 2023
June 13, 2023
Divergences Likely to Persist
June 13, 2023
June 13, 2023
Well, it seems that the ball game is over, and the bulls have clearly won. Inflati…
More reports are available in the Research Library
Stocks Close Week at 2023 High
December 1, 2023
December 1, 2023
Stocks Close Week at 2023 High
December 1, 2023
December 1, 2023
_“In my whole life, I have known no wise people who didn't read all the time –_ …
The Shrinkage Problem: Retail Theft Could Lea…
November 30, 2023
November 30, 2023
As of publication, we are in the most important month of the year for retailers. And…
Fundstrat 3Q23 Daily Earnings (EPS) Update – 11/24/23
November 24, 2023
November 24, 2023
Fundstrat 3Q23 Daily Earnings (EPS) Update  
November 24, 2023
November 24, 2023
* 12 companies are reporting this week. * Of the 483 companies that have reported so…
More reports are available in the Research Library
QUANTITATIVE STRATEGY: NLP-Based Sentiment an…
March 7, 2023
March 7, 2023
INTRODUCTION We update our analysis that considers the market reaction of companies …
QUANTITATIVE STRATEGY: Quant Stock Ratings  
March 3, 2023
March 3, 2023
CONCENTRATED PORTFOLIO – 25 TOP-RATED STOCKS We have been writing about our stock …
QUANTITATIVE STRATEGY: Alternative Data: Redd…
February 28, 2023
February 28, 2023
REDDIT-BASED SENTIMENT We have built a proprietary database of comments from the Wal…
More reports are available in the Research Library
CRYPTO FUNDING FRIDAY: Private Market Ends No…
December 1, 2023
December 1, 2023
WEEKLY RECAP Crypto funding ended November on a high note, tripling last week’s fu…
CRYPTO STRATEGY: Pressing Winners (Core Strategy Rebalance)
November 30, 2023
November 30, 2023
CRYPTO STRATEGY: Pressing Winners (Core Strat…
November 30, 2023
November 30, 2023
RATES DUE FOR A BOUNCE (MAYBE) As the crypto market continues to exhibit strength, a…
More reports are available in the Research Library
CRYPTO HUB
Republican Debate and Congressional budget Progress
December 4, 2023
December 4, 2023
Republican Debate and Congressional budget Pr…
December 4, 2023
December 4, 2023
The Republican Presidential candidates have their fourth debate this week on Wednesd…
Powell Speaks, Congress Dithers
December 1, 2023
December 1, 2023
Powell Speaks, Congress Dithers
December 1, 2023
December 1, 2023
Federal Reserve Chair Jay Powell spoke today at Spelman College in Atlanta, continui…
Congress returns. A look ahead to House 2024.
November 27, 2023
November 27, 2023
Congress returns. A look ahead to House 2024.
November 27, 2023
November 27, 2023
Congress returns to fight the same battles it faced before the Thanksgiving break: f…
More reports are available in the Research Library
Tom Lee’s quarterly list of stocks that take advantage of multiple tactical and strategic macroeconomic themes.
Mark Newton’s intermediate-term technically derived list of attractive risk/reward opportunities from across various S&P 500 sectors.
Brian Rauscher’s actively managed S&P 500 sector-allocation strategy that seeks to increase alpha and lower risk by identifying sectors likely to
outperform.
An easy and digestible tool to actively manage your crypto portfolio with Bitcoin, Ethereum, and more.
