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(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

MACRO: Internals of Housing Data Less “Hot” than Headline Figur…
September 26, 2023
MACRO: Internals of Housing Data Less “…
September 26, 2023
_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _…
MACRO: Equities reacted negatively post Powell, but the key to us remains i…
September 24, 2023
MACRO: Equities reacted negatively post Powel…
September 24, 2023
_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _…
GRANNY SHOTS: September Super Granny update. 
September 22, 2023
GRANNY SHOTS: September Super Granny update.…
September 22, 2023
_SLIDE DECK NOW AVAILABLE_: To view the slide deck for this month's Super Granny Upd…

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Short-term Bottom? Follow-through is needed & Rates need to peak
September 27, 2023
Short-term Bottom? Follow-through is needed …
September 27, 2023
_DUE TO TECHNICAL ISSUES, THERE WILL BE NO VIDEO UNTIL TOMORROW MORNING._ US EQUITY …
AAPL, QQQ both break August lows; Short-term bounce likely by Friday
September 26, 2023
AAPL, QQQ both break August lows; Short-term …
September 26, 2023
US EQUITY MARKETS ARE LIKELY TO SHOW A SHORT-TERM LOW BY END OF WEEK/MONTH/QUARTER.…
September 2023 Technical Outlook
September 26, 2023
September 2023 Technical Outlook
September 26, 2023
For full report, please CLICK HERE. CONCLUSIONS * Insufficient evidence of the Broad…

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

Shutdown and market implications, second Republican debate
September 25, 2023
Shutdown and market implications, second Repu…
September 25, 2023
Before going into the convoluted politics of this coming week and the efforts to avo…
US Heads Towards Shutdown
September 22, 2023
US Heads Towards Shutdown
September 22, 2023
The US House fell into chaos as Speaker McCarthy couldn’t find a pathway to start …
Shutdown threat looms, Zelensky comes to DC, FOMC
September 18, 2023
Shutdown threat looms, Zelensky comes to DC, …
September 18, 2023
The clock is ticking on a government shutdown which will occur without budget action…

More reports are available in the Research Library

Market IntelligenceFundstrat

Hawkish Market Response to FOMC, But We See Overreaction
September 22, 2023
Hawkish Market Response to FOMC, But We See O…
September 22, 2023
“If everything you try works, you aren’t trying hard enough.”  ~ Gordon Moore…
Fed Responds to Inflation Progress, Economic Resilience
September 22, 2023
Fed Responds to Inflation Progress, Economic …
September 22, 2023
Throughout 2023 and going into the September 20, 2023 FOMC meeting, our view has con…
Stock Markets Churn Ahead of FOMC Week
September 15, 2023
Stock Markets Churn Ahead of FOMC Week
September 15, 2023
“I try to do the right thing at the right time. They may just be little things, bu…

More reports are available in the Research Library

Digital AssetsSean Farrell

CRYPTO LIQUID VENTURES: Unibot
September 27, 2023
CRYPTO LIQUID VENTURES: Unibot
September 27, 2023
INTRODUCTION One of the major complaints about crypto is that the user experience (U…
CRYPTO FUNDING FRIDAY: Three Weeks of Triple-Digit Fundraising
September 22, 2023
CRYPTO FUNDING FRIDAY: Three Weeks of Triple-…
September 22, 2023
WEEKLY RECAP This week marked the third consecutive week of total funding over $100 …
CRYPTO COMMENTS: Remaining Tactically Cautious
September 21, 2023
CRYPTO COMMENTS: Remaining Tactically Cautiou…
September 21, 2023
Today’s video discusses macro and seasonal headwinds, including how the Fed's rece…

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

MACRO: Internals of Housing Data Less “Hot” than Headline Figur…
September 26, 2023
MACRO: Internals of Housing Data Less “…
September 26, 2023
_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _…
MACRO: Equities reacted negatively post Powell, but the key to us remains i…
September 24, 2023
MACRO: Equities reacted negatively post Powel…
September 24, 2023
_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _…
GRANNY SHOTS: September Super Granny update. 
September 22, 2023
GRANNY SHOTS: September Super Granny update.…
September 22, 2023
_SLIDE DECK NOW AVAILABLE_: To view the slide deck for this month's Super Granny Upd…

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Short-term Bottom? Follow-through is needed & Rates need to peak
September 27, 2023
Short-term Bottom? Follow-through is needed …
September 27, 2023
_DUE TO TECHNICAL ISSUES, THERE WILL BE NO VIDEO UNTIL TOMORROW MORNING._ US EQUITY …
AAPL, QQQ both break August lows; Short-term bounce likely by Friday
September 26, 2023
AAPL, QQQ both break August lows; Short-term …
September 26, 2023
US EQUITY MARKETS ARE LIKELY TO SHOW A SHORT-TERM LOW BY END OF WEEK/MONTH/QUARTER.…
September 2023 Technical Outlook
September 26, 2023
September 2023 Technical Outlook
September 26, 2023
For full report, please CLICK HERE. CONCLUSIONS * Insufficient evidence of the Broad…

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

Hawkish Market Response to FOMC, But We See Overreaction
September 22, 2023
Hawkish Market Response to FOMC, But We See O…
September 22, 2023
“If everything you try works, you aren’t trying hard enough.”  ~ Gordon Moore…
Fed Responds to Inflation Progress, Economic Resilience
September 22, 2023
Fed Responds to Inflation Progress, Economic …
September 22, 2023
Throughout 2023 and going into the September 20, 2023 FOMC meeting, our view has con…
Stock Markets Churn Ahead of FOMC Week
September 15, 2023
Stock Markets Churn Ahead of FOMC Week
September 15, 2023
“I try to do the right thing at the right time. They may just be little things, bu…

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 LIQUID VENTURES: Unibot
September 27, 2023
CRYPTO LIQUID VENTURES: Unibot
September 27, 2023
INTRODUCTION One of the major complaints about crypto is that the user experience (U…
CRYPTO FUNDING FRIDAY: Three Weeks of Triple-Digit Fundraising
September 22, 2023
CRYPTO FUNDING FRIDAY: Three Weeks of Triple-…
September 22, 2023
WEEKLY RECAP This week marked the third consecutive week of total funding over $100 …

More reports are available in the Research Library

CRYPTO HUB

PolicyThomas Block

Shutdown and market implications, second Republican debate
September 25, 2023
Shutdown and market implications, second Repu…
September 25, 2023
Before going into the convoluted politics of this coming week and the efforts to avo…
US Heads Towards Shutdown
September 22, 2023
US Heads Towards Shutdown
September 22, 2023
The US House fell into chaos as Speaker McCarthy couldn’t find a pathway to start …
Shutdown threat looms, Zelensky comes to DC, FOMC
September 18, 2023
Shutdown threat looms, Zelensky comes to DC, …
September 18, 2023
The clock is ticking on a government shutdown which will occur without budget action…

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.

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(212) 293-7140

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