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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

Post-March FOMC, Powell cited “tight” (regarding policy/banks) …
March 24, 2023
Post-March FOMC, Powell cited “tight…
March 24, 2023

_We publish on a 3-day a week schedule:_ – _Sun eve / Mon am_ _–_ SKIP MON_ – …
5 thoughts heading into March FOMC decision day. Is +25bp bullish or beari…
March 22, 2023
5 thoughts heading into March FOMC decision d…
March 22, 2023

_We publish on a 3-day a week schedule:_ – _Sun eve / Mon am_ _–_ SKIP MON_ – …
Aftershocks Part 2: UBS/CS merger staves off failure, but confidence shaken…
March 20, 2023
Aftershocks Part 2: UBS/CS merger staves off …
March 20, 2023

_We publish on a 3-day a week schedule:_ – _Sun eve / Mon am_ _–_ SKIP MON_ – …

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Minor stabilization in Banks a positive, but more is needed
March 24, 2023
Minor stabilization in Banks a positive, but …
March 24, 2023

For a link to my daily video, please click here. It remains difficult to have convic…
Crude Oil and Gold cycles look promising
March 23, 2023
Crude Oil and Gold cycles look promising
March 23, 2023

Thursday’s Equity snapback rally proved short-lived, as some European bank credit …
Technical Strategy Update: “March Madness Doesn’t Yet Look…
March 22, 2023
Technical Strategy Update: “March Madne…
March 22, 2023

FOR A LINK TO MY DAILY VIDEO, PLEASE CLICK HERE. FOR FULL REPORT, PLEASE CLICK HERE.…

More reports are available in the Research Library

Technical Videos

PORTFOLIO STRATEGYBrian Rauscher, CFA

Sector Update: Barbell — Defense & Secular Growth, Cyclicals Remain …
March 20, 2023
Sector Update: Barbell — Defense & Sec…
March 20, 2023

EXECUTIVE SUMMARY I did a deep dive into my sector (GICS L-1) work last week.  Afte…
WALL STREET WHISPERS (BRauscher): The Ongoing Tug of War, Potential Danger …
March 8, 2023
WALL STREET WHISPERS (BRauscher): The Ongoing…
March 8, 2023

The first week of March has been filled with the same “tug of war” action that t…
(BRauscher): ​​Wall Street Whispers – Caution Advised Amid Downside R…
February 28, 2023
(BRauscher): ​​Wall Street Whispers – C…
February 28, 2023

With the first two months of 2023 now in the books, the year has started like a clas…

More reports are available in the Research Library

Quantitative Strategy

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

Fed to Meet, Congress to Investigate
March 17, 2023
Fed to Meet, Congress to Investigate
March 17, 2023

The Federal Reserve’s Federal Open Markets Committee (FOMC) meets next Tuesday and…
POLICY (T. Block): SVB, Fed, Budget, and debt ceiling
March 13, 2023
POLICY (T. Block): SVB, Fed, Budget, and debt…
March 13, 2023

Obviously DC and the entire financial world is focused on what to do about the failu…
POLICY (T. Block): Budget, Debt Ceiling, and the Fed
March 10, 2023
POLICY (T. Block): Budget, Debt Ceiling, and …
March 10, 2023

It was a busy week in DC for economic issues with President Biden officially kicking…

More reports are available in the Research Library

Market IntelligenceFundstrat

Technology Powers Markets Higher
March 24, 2023
Technology Powers Markets Higher
March 24, 2023

_“Amateurs sit and wait for inspiration, the rest of us just get up and go to work…
The Psychology of Money
March 24, 2023
The Psychology of Money
March 24, 2023

Morgan Housel and his wife needed a house. It was June 2016, and they had agreed the…
Indexes Finish Higher Amid Banking Chaos
March 17, 2023
Indexes Finish Higher Amid Banking Chaos
March 17, 2023

_“LUKE, WE'RE GONNA HAVE COMPANY!" Han Solo_ Good evening: Turmoil in the banking …

More reports are available in the Research Library

Digital AssetsSean Farrell

Liquidity Rising
March 24, 2023
Liquidity Rising
March 24, 2023

DOVISH FED STATEMENT On Wednesday, the Federal Reserve raised the target Fed Funds r…
Web3 & Gaming Attracting Investors’ Interest
March 24, 2023
Web3 & Gaming Attracting Investors’ In…
March 24, 2023

Total funding rose from $124 million last week to $247 million this week, with nearl…
CRYPTO DEEP RESEARCH: Algorand: Designing a High-Performance Bloc…
March 22, 2023
CRYPTO DEEP RESEARCH: Algorand: Designing a H…
March 22, 2023

Algorand ($ALGO) is a layer 1 blockchain that employs a unique consensus mechanism c…

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


Post-March FOMC, Powell cited “tight” (regarding policy/banks) …
March 24, 2023
Post-March FOMC, Powell cited “tight…
March 24, 2023

_We publish on a 3-day a week schedule:_ – _Sun eve / Mon am_ _–_ SKIP MON_ – …
5 thoughts heading into March FOMC decision day. Is +25bp bullish or beari…
March 22, 2023
5 thoughts heading into March FOMC decision d…
March 22, 2023

_We publish on a 3-day a week schedule:_ – _Sun eve / Mon am_ _–_ SKIP MON_ – …
Aftershocks Part 2: UBS/CS merger staves off failure, but confidence shaken…
March 20, 2023
Aftershocks Part 2: UBS/CS merger staves off …
March 20, 2023

_We publish on a 3-day a week schedule:_ – _Sun eve / Mon am_ _–_ SKIP MON_ – …

More reports are available in the Research Library

Technical StrategyMark Newton, CMT


Minor stabilization in Banks a positive, but more is needed
March 24, 2023
Minor stabilization in Banks a positive, but …
March 24, 2023

For a link to my daily video, please click here. It remains difficult to have convic…
Crude Oil and Gold cycles look promising
March 23, 2023
Crude Oil and Gold cycles look promising
March 23, 2023

Thursday’s Equity snapback rally proved short-lived, as some European bank credit …
Technical Strategy Update: “March Madness Doesn’t Yet Look…
March 22, 2023
Technical Strategy Update: “March Madne…
March 22, 2023

FOR A LINK TO MY DAILY VIDEO, PLEASE CLICK HERE. FOR FULL REPORT, PLEASE CLICK HERE.…

More reports are available in the Research Library

Technical Videos


Portfolio StrategyBrian Rauscher, CFA


Sector Update: Barbell — Defense & Secular Growth, Cyclicals Remain …
March 20, 2023
Sector Update: Barbell — Defense & Sec…
March 20, 2023

EXECUTIVE SUMMARY I did a deep dive into my sector (GICS L-1) work last week.  Afte…
WALL STREET WHISPERS (BRauscher): The Ongoing Tug of War, Potential Danger …
March 8, 2023
WALL STREET WHISPERS (BRauscher): The Ongoing…
March 8, 2023

The first week of March has been filled with the same “tug of war” action that t…
(BRauscher): ​​Wall Street Whispers – Caution Advised Amid Downside R…
February 28, 2023
(BRauscher): ​​Wall Street Whispers – C…
February 28, 2023

With the first two months of 2023 now in the books, the year has started like a clas…

More reports are available in the Research Library

Market IntelligenceFundstrat


Technology Powers Markets Higher
March 24, 2023
Technology Powers Markets Higher
March 24, 2023

_“Amateurs sit and wait for inspiration, the rest of us just get up and go to work…
The Psychology of Money
March 24, 2023
The Psychology of Money
March 24, 2023

Morgan Housel and his wife needed a house. It was June 2016, and they had agreed the…
Indexes Finish Higher Amid Banking Chaos
March 17, 2023
Indexes Finish Higher Amid Banking Chaos
March 17, 2023

_“LUKE, WE'RE GONNA HAVE COMPANY!" Han Solo_ Good evening: Turmoil in the banking …

More reports are available in the Research Library


Quantitative Strategy


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


Liquidity Rising
March 24, 2023
Liquidity Rising
March 24, 2023

DOVISH FED STATEMENT On Wednesday, the Federal Reserve raised the target Fed Funds r…
Web3 & Gaming Attracting Investors’ Interest
March 24, 2023
Web3 & Gaming Attracting Investors’ In…
March 24, 2023

Total funding rose from $124 million last week to $247 million this week, with nearl…

More reports are available in the Research Library

CRYPTO HUB


PolicyThomas Block


Fed to Meet, Congress to Investigate
March 17, 2023
Fed to Meet, Congress to Investigate
March 17, 2023

The Federal Reserve’s Federal Open Markets Committee (FOMC) meets next Tuesday and…
POLICY (T. Block): SVB, Fed, Budget, and debt ceiling
March 13, 2023
POLICY (T. Block): SVB, Fed, Budget, and debt…
March 13, 2023

Obviously DC and the entire financial world is focused on what to do about the failu…
POLICY (T. Block): Budget, Debt Ceiling, and the Fed
March 10, 2023
POLICY (T. Block): Budget, Debt Ceiling, and …
March 10, 2023

It was a busy week in DC for economic issues with President Biden officially kicking…

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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