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150 East 52nd St, 3rd Floor, New York, NY 10022
(212) 293-7140
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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
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Our Latest Financial Research

Our latest institutional grade research covering all financial markets from 5 different strategies

Macro StrategyThomas Lee, CFA

INTRADAY ALERT: Nov jobs report basically in-line, not enough to sway Fed …
December 8, 2023
INTRADAY ALERT: Nov jobs report basically in…
December 8, 2023
THIS INTRADAY ALERT IS SENT SOLELY TO CLIENTS OF FUNDSTRAT GLOBAL ADVISORS _REMINDER…
2024 Year Ahead: Inflation down plus higher demand = P/E expansion.
December 7, 2023
2024 Year Ahead: Inflation down plus higher d…
December 7, 2023
CLICK HERE to view our 2024 Outlook deck in PDF format. In 2023, the S&P 500 gained…
INTRADAY ALERT: Probabilities favor risk-on into YE, as we noted last nigh…
December 6, 2023
INTRADAY ALERT: Probabilities favor risk-on …
December 6, 2023
THIS INTRADAY ALERT IS SENT SOLELY TO CLIENTS OF FUNDSTRAT GLOBAL ADVISORS REMINDER:…

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Equal-weighted SPY looks likely to outperform SPY in 2024
December 8, 2023
Equal-weighted SPY looks likely to outperform…
December 8, 2023
US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS…
Small-cap Outperformance.. Can it continue?
December 7, 2023
Small-cap Outperformance.. Can it continue?
December 7, 2023
US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS…
What to make of multiple European indices clawing back to new highs
December 6, 2023
What to make of multiple European indices cla…
December 6, 2023
US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS…

More reports are available in the Research Library

Technical Videos

PORTFOLIO STRATEGYFundstrat

Sector Update: Secular Growth Continues to Stand Out— Cyclicals Remain Ri…
July 11, 2023
Sector Update: Secular Growth Continues to St…
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
Confusion Abound
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
Divergences Likely to Persist
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 StrategyFundstrat

QUANTITATIVE STRATEGY: NLP-Based Sentiment and Earnings
March 7, 2023
QUANTITATIVE STRATEGY: NLP-Based Sentiment an…
March 7, 2023
INTRODUCTION We update our analysis that considers the market reaction of companies …
QUANTITATIVE STRATEGY: Quant Stock Ratings – March 2023
March 3, 2023
QUANTITATIVE STRATEGY: Quant Stock Ratings  
March 3, 2023
CONCENTRATED PORTFOLIO – 25 TOP-RATED STOCKS We have been writing about our stock …
QUANTITATIVE STRATEGY: Alternative Data: Reddit Sentiment Reflects Optimism
February 28, 2023
QUANTITATIVE STRATEGY: Alternative Data: Redd…
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

PolicyThomas Block

Debate Fails to Move Needle; Congress Struggles with Budget
December 8, 2023
Debate Fails to Move Needle; Congress Struggl…
December 8, 2023
With the Republican field narrowed to four debaters there seems to have been little …
Republican Debate and Congressional budget Progress
December 4, 2023
Republican Debate and Congressional budget Pr…
December 4, 2023
The Republican Presidential candidates have their fourth debate this week on Wednesd…
Powell Speaks, Congress Dithers
December 1, 2023
Powell Speaks, Congress Dithers
December 1, 2023
Federal Reserve Chair Jay Powell spoke today at Spelman College in Atlanta, continui…

More reports are available in the Research Library

Market IntelligenceFundstrat

Markets Advance, Lee Releases 2024 Outlook
December 8, 2023
Markets Advance, Lee Releases 2024 Outlook
December 8, 2023
_Life is made up of small pleasures. Happiness is made up of those tiny successes. T…
FIRST TO MARKET
December 8, 2023
FIRST TO MARKET
December 8, 2023
A daily market update from Fundstrat – what you need to know ahead of opening bell…
FIRST TO MARKET
December 7, 2023
FIRST TO MARKET
December 7, 2023
A daily market update from Fundstrat – what you need to know ahead of opening bell…

More reports are available in the Research Library

Digital AssetsSean Farrell

CRYPTO FUNDING FRIDAY: Swan Closes Largest CeFi Raise YTD
December 8, 2023
CRYPTO FUNDING FRIDAY: Swan Closes Largest Ce…
December 8, 2023
WEEKLY RECAP Crypto funding remains elevated, below last week’s total of $301 mill…
CRYPTO COMMENTS: Moon Mission
December 7, 2023
CRYPTO COMMENTS: Moon Mission
December 7, 2023
In this week's Crypto Comments video, we discuss a few reasons why we believe the ma…
CRYPTO STRATEGY: Moon Mission
December 7, 2023
CRYPTO STRATEGY: Moon Mission
December 7, 2023
CHALLENGING THE ACCUSATIONS OF FROTH Amidst the recent sharp rally in the crypto mar…

More reports are available in the Research Library

CRYPTO HUB

Our Stock ListsFundstrat

Granny Shots
Granny Shots
Tom Lee’s quarterly list of stocks that take advantage of multiple tactical and strategic macroeconomic themes.
Newton’s Upticks
Newton’s Upticks
Mark Newton’s intermediate-term technically derived list of attractive risk/reward opportunities from across various S&P 500 sectors.
Brians Sector Allocation
Brians Sector Allocation
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.
Crypto Core Strategy
Crypto Core Strategy
An easy and digestible tool to actively manage your crypto portfolio with Bitcoin, Ethereum, and more.

Macro ViewThomas Lee, CFA

INTRADAY ALERT: Nov jobs report basically in-line, not enough to sway Fed …
December 8, 2023
INTRADAY ALERT: Nov jobs report basically in…
December 8, 2023
THIS INTRADAY ALERT IS SENT SOLELY TO CLIENTS OF FUNDSTRAT GLOBAL ADVISORS _REMINDER…
2024 Year Ahead: Inflation down plus higher demand = P/E expansion.
December 7, 2023
2024 Year Ahead: Inflation down plus higher d…
December 7, 2023
CLICK HERE to view our 2024 Outlook deck in PDF format. In 2023, the S&P 500 gained…
INTRADAY ALERT: Probabilities favor risk-on into YE, as we noted last nigh…
December 6, 2023
INTRADAY ALERT: Probabilities favor risk-on …
December 6, 2023
THIS INTRADAY ALERT IS SENT SOLELY TO CLIENTS OF FUNDSTRAT GLOBAL ADVISORS REMINDER:…

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Equal-weighted SPY looks likely to outperform SPY in 2024
December 8, 2023
Equal-weighted SPY looks likely to outperform…
December 8, 2023
US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS…
Small-cap Outperformance.. Can it continue?
December 7, 2023
Small-cap Outperformance.. Can it continue?
December 7, 2023
US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS…
What to make of multiple European indices clawing back to new highs
December 6, 2023
What to make of multiple European indices cla…
December 6, 2023
US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS…

More reports are available in the Research Library

Technical Videos

Portfolio StrategyFundstrat

Sector Update: Secular Growth Continues to Stand Out— Cyclicals Remain Ri…
July 11, 2023
Sector Update: Secular Growth Continues to St…
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
Confusion Abound
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
Divergences Likely to Persist
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

Market IntelligenceFundstrat

Markets Advance, Lee Releases 2024 Outlook
December 8, 2023
Markets Advance, Lee Releases 2024 Outlook
December 8, 2023
_Life is made up of small pleasures. Happiness is made up of those tiny successes. T…
FIRST TO MARKET
December 8, 2023
FIRST TO MARKET
December 8, 2023
A daily market update from Fundstrat – what you need to know ahead of opening bell…
FIRST TO MARKET
December 7, 2023
FIRST TO MARKET
December 7, 2023
A daily market update from Fundstrat – what you need to know ahead of opening bell…

More reports are available in the Research Library

Quantitative StrategyFundstrat

QUANTITATIVE STRATEGY: NLP-Based Sentiment and Earnings
March 7, 2023
QUANTITATIVE STRATEGY: NLP-Based Sentiment an…
March 7, 2023
INTRODUCTION We update our analysis that considers the market reaction of companies …
QUANTITATIVE STRATEGY: Quant Stock Ratings – March 2023
March 3, 2023
QUANTITATIVE STRATEGY: Quant Stock Ratings  
March 3, 2023
CONCENTRATED PORTFOLIO – 25 TOP-RATED STOCKS We have been writing about our stock …
QUANTITATIVE STRATEGY: Alternative Data: Reddit Sentiment Reflects Optimism
February 28, 2023
QUANTITATIVE STRATEGY: Alternative Data: Redd…
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

Cryptocurrency FX

CRYPTO FUNDING FRIDAY: Swan Closes Largest CeFi Raise YTD
December 8, 2023
CRYPTO FUNDING FRIDAY: Swan Closes Largest Ce…
December 8, 2023
WEEKLY RECAP Crypto funding remains elevated, below last week’s total of $301 mill…
CRYPTO COMMENTS: Moon Mission
December 7, 2023
CRYPTO COMMENTS: Moon Mission
December 7, 2023
In this week's Crypto Comments video, we discuss a few reasons why we believe the ma…

More reports are available in the Research Library

CRYPTO HUB

PolicyThomas Block

Debate Fails to Move Needle; Congress Struggles with Budget
December 8, 2023
Debate Fails to Move Needle; Congress Struggl…
December 8, 2023
With the Republican field narrowed to four debaters there seems to have been little …
Republican Debate and Congressional budget Progress
December 4, 2023
Republican Debate and Congressional budget Pr…
December 4, 2023
The Republican Presidential candidates have their fourth debate this week on Wednesd…
Powell Speaks, Congress Dithers
December 1, 2023
Powell Speaks, Congress Dithers
December 1, 2023
Federal Reserve Chair Jay Powell spoke today at Spelman College in Atlanta, continui…

More reports are available in the Research Library

Our Stock ListsFundstrat

Granny Shots
Granny Shots
Tom Lee’s quarterly list of stocks that take advantage of multiple tactical and strategic macroeconomic themes.
Newton’s Upticks
Newton’s Upticks
Mark Newton’s intermediate-term technically derived list of attractive risk/reward opportunities from across various S&P 500 sectors.
Brians Sector Allocation
Brians Sector Allocation
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.
Crypto Core Strategy
Crypto Core Strategy
An easy and digestible tool to actively manage your crypto portfolio with Bitcoin, Ethereum, and more.

150 East 52nd St, 3rd Floor, New York, NY 10022
(212) 293-7140

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