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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

SPX rally back to new highs underway, led by Financials

Short-term US Equity trends look to have turned back higher Friday following a frustrating time for bulls and bears alike in recent weeks.   Despite a plethora of bad news domestically and overseas, US Economic data and good earnings...

CCL
COF
DAL
DFS
JETS
MTB
RSPF
SKYW
SYF
UAL
October 4, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

Port Strike Ends, VP Candidates Debate

On Thursday evening, the two sides in the East Coast and Gulf Coast port strike announced a settlement that will allow the members of the International Longshoremen's Association to return to work.  Before the strike, JP Morgan had...

October 4, 2024
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L. Thomas Block
Washington Policy Strategist

Consumer Discretionary breakout vs. Consumer Staples is seen as positive

Short-term US Equity trends have still grinded largely sideways in recent weeks following the bullish breakout back to new all-time highs for SPX and DJIA.   Despite minor weakness following the escalation in the Middle East in recent days,...

AAPL
AMD
AMZN
CRM
CRWD
HD
IGV
LOW
MSFT
MU
ORCL
PHM
PLTR
XLK
October 3, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.

VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term structure "uninverting." As for Sept jobs report (Fri) we expect markets to react...

AMD
AVGO
CARG
DIS
FLS
GOOGL
INTC
META
MLI
NKE
NSSC
NVDA
PLTR
SPOT
TSM
October 3, 2024
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Thomas Lee, CFA
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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