first main image

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

client image
  • 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

client image
  • Concise insights and user-friendly dashboard for quick decision-making.
  • Bespoke research and co-branding opportunities to elevate your RIA brand.

Individual Investor

client image
  • 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

leadership-tom image

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.
chart image
macro strategy image
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

Cycle composite shows an SPX low next week as IWM reaches support

US Equity markets remain bifurcated but are still trending higher despite ongoing deteriorating breadth issues, which have been exacerbated in recent weeks. US Dollar and Treasury yields have bounced, but this is thought to prove short-lived ahead of a...

AAPL
GOOGL
IWM
MSFT
NVDA
RSP
SPX
December 13, 2024
reserach-mark image
Mark L. Newton, CMT
Head of Technical Strategy

Shutdown deadline nears 

Congress continues to struggle to find a strategy to avoid a government shutdown next week on Dec. 20. Both sides agree that a pre-Christmas government shutdown needs to be avoided if for no reason other than the fact...

December 13, 2024
reserach-mark image
L. Thomas Block
Washington Policy Strategist

Breadth deterioration doesn’t have to be bearish just yet

Markets have snapped back this week despite ongoing deteriorating breadth issues and makes a solid case that a rally back to new highs for the major indices should be underway into year-end.  While SPX and QQQ barely suffered...

ADBE
RSP
December 12, 2024
reserach-mark image
Mark L. Newton, CMT
Head of Technical Strategy

Commercial Services, Transports, and TSLA all discussed

Wednesday’s Equity rally proved constructive and went a long way towards suggesting that a rally back to new highs for the major indices should be underway into year-end.  While SPX and QQQ barely suffered any of the deterioration...

CMCSA
DIS
GOOGL
META
NFLX
NWSA
OMC
RSPC
TMUS
December 11, 2024
reserach-mark image
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.

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

contact-form image

Visit:

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

This is your default error. :)