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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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Research Capabilities Deck

Our Latest Financial Research

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

Macro StrategyThomas Lee, CFA

Markets apprehensive into Sept FOMC rate decision (Wed 2pm). Given S&P…
September 19, 2023
Markets apprehensive into Sept FOMC rate deci…
September 19, 2023
_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _ 
VIDEO: Tom Lee Macro Minute: Reasons why we see FOMC rate decision Wed as t…
September 18, 2023
VIDEO: Tom Lee Macro Minute: Reasons why we s…
September 18, 2023
We discuss the multiple reasons why the Wed FOMC rate decision is likely a positive …
2023 Final Quarter: Growing Signs of an Expansion
September 18, 2023
2023 Final Quarter: Growing Signs of an Expan…
September 18, 2023
Please click to download Tom Lee's slide deck from our 2023 Annual Conference

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Technology ETF (XLK) weakens to levels near support at August lows
September 20, 2023
Technology ETF (XLK) weakens to levels near s…
September 20, 2023
US EQUITY INDICES HAVE BEEN TRENDING LOWER AS TREASURY YIELDS HAVE PUSHED HIGHER THI…
Consumer Staples remains under pressure, & worse than Discretionar…
September 19, 2023
Consumer Staples remains under pressure, &…
September 19, 2023
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDI…
Equal-weighted SPX vs. SPX reaches lowest levels since 2020
September 18, 2023
Equal-weighted SPX vs. SPX reaches lowest lev…
September 18, 2023
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDI…

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 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…
Focus on Shutdown, Ukraine in Spotlight
September 15, 2023
Focus on Shutdown, Ukraine in Spotlight
September 15, 2023
The House basically wasted a week of posturing on how to move forward on spending bi…
House returns, DC works to avoid shutdown, Biden at G20
September 11, 2023
House returns, DC works to avoid shutdown, Bi…
September 11, 2023
The House returns this week with only 11 scheduled legislative days before the midni…

More reports are available in the Research Library

Market IntelligenceFundstrat

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…
Seeking a Silver Lining to Allergy Season
September 14, 2023
Seeking a Silver Lining to Allergy Season
September 14, 2023
The temperature outside our offices in Midtown Manhattan is cooling down as of this …
Tough Open for September, but Broader Outlook Still Constructive
September 8, 2023
Tough Open for September, but Broader Outlook…
September 8, 2023
“In order to be big, you have to think big. If you think small, you're going to be…

More reports are available in the Research Library

Digital AssetsSean Farrell

2023 Annual Conference: Digital Assets Update
September 18, 2023
2023 Annual Conference: Digital Assets Update
September 18, 2023
CRYPTO FUNDING FRIDAY: Metaverse & Gaming Sector Revives
September 15, 2023
CRYPTO FUNDING FRIDAY: Metaverse & Gamin…
September 15, 2023
WEEKLY RECAP Momentum has continued after last week’s rebound in funding, with bot…
CRYPTO COMMENTS: Respecting The Seasonality
September 14, 2023
CRYPTO COMMENTS: Respecting The Seasonality
September 14, 2023
Today’s video discusses seasonal headwinds, market outflows, and declining market …

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

Markets apprehensive into Sept FOMC rate decision (Wed 2pm). Given S&P…
September 19, 2023
Markets apprehensive into Sept FOMC rate deci…
September 19, 2023
_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _ 
VIDEO: Tom Lee Macro Minute: Reasons why we see FOMC rate decision Wed as t…
September 18, 2023
VIDEO: Tom Lee Macro Minute: Reasons why we s…
September 18, 2023
We discuss the multiple reasons why the Wed FOMC rate decision is likely a positive …
2023 Final Quarter: Growing Signs of an Expansion
September 18, 2023
2023 Final Quarter: Growing Signs of an Expan…
September 18, 2023
Please click to download Tom Lee's slide deck from our 2023 Annual Conference

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Technology ETF (XLK) weakens to levels near support at August lows
September 20, 2023
Technology ETF (XLK) weakens to levels near s…
September 20, 2023
US EQUITY INDICES HAVE BEEN TRENDING LOWER AS TREASURY YIELDS HAVE PUSHED HIGHER THI…
Consumer Staples remains under pressure, & worse than Discretionar…
September 19, 2023
Consumer Staples remains under pressure, &…
September 19, 2023
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDI…
Equal-weighted SPX vs. SPX reaches lowest levels since 2020
September 18, 2023
Equal-weighted SPX vs. SPX reaches lowest lev…
September 18, 2023
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDI…

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

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…
Seeking a Silver Lining to Allergy Season
September 14, 2023
Seeking a Silver Lining to Allergy Season
September 14, 2023
The temperature outside our offices in Midtown Manhattan is cooling down as of this …
Tough Open for September, but Broader Outlook Still Constructive
September 8, 2023
Tough Open for September, but Broader Outlook…
September 8, 2023
“In order to be big, you have to think big. If you think small, you're going to be…

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

2023 Annual Conference: Digital Assets Update
September 18, 2023
2023 Annual Conference: Digital Assets Update
September 18, 2023
CRYPTO FUNDING FRIDAY: Metaverse & Gaming Sector Revives
September 15, 2023
CRYPTO FUNDING FRIDAY: Metaverse & Gamin…
September 15, 2023
WEEKLY RECAP Momentum has continued after last week’s rebound in funding, with bot…

More reports are available in the Research Library

CRYPTO HUB

PolicyThomas Block

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…
Focus on Shutdown, Ukraine in Spotlight
September 15, 2023
Focus on Shutdown, Ukraine in Spotlight
September 15, 2023
The House basically wasted a week of posturing on how to move forward on spending bi…
House returns, DC works to avoid shutdown, Biden at G20
September 11, 2023
House returns, DC works to avoid shutdown, Bi…
September 11, 2023
The House returns this week with only 11 scheduled legislative days before the midni…

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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