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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.






Market outlooks


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

March likely to be better than average given prior 4 months having turned in positive performance

Equity trends show no evidence of wavering.  February managed to finish with gains greater than 5% on the heels of three prior months of gains, and this winter rally still shows very little signs of “letting up” as...

March 1, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

Government Shutdown Postponed

Congress returned to DC this week after a two-week recess for Presidents' Day, facing a government shutdown scheduled to start at midnight on Friday. President Biden summoned the bipartisan leadership to the White House on Tuesday, and by...

March 1, 2024
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L. Thomas Block
Washington Policy Strategist

Adding DePIN Exposure and SOL Beta Through HNT (Core Strategy Rebalance)

We have recently discussed the potential return of crypto being correlated with equities due to the new category of market participants entering the fold. However, price action this week suggests that inflows into the BTC ETFs may be...

February 29, 2024
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Sean Farrell
Head of Digital Asset Strategy

Momentum being overbought does not necessarily mean Stocks are vulnerable  

Equity trends show no evidence of wavering.  Despite this week’s mild consolidation in Equity indices, the Cyclicals have managed to kick into gear to provide support to Equities and little evidence of any trend break has occurred in...

February 29, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

Our Services

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


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.


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.


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

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