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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

GRANNY SHOTS: September Super Granny update. 
September 22, 2023
GRANNY SHOTS: September Super Granny update.Â…
September 22, 2023

_SLIDE DECK NOW AVAILABLE_: To view the slide deck for this month's Super Granny Upd…
3 reasons we think -2.5% decline is an over-reaction. “Higher for lo…
September 22, 2023
3 reasons we think -2.5% decline is an over-r…
September 22, 2023

_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _ 
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_ _ 

More reports are available in the Research Library

Technical StrategyMark Newton, CMT

Treasury Yields break out across the curve to highest levels since 200…
September 21, 2023
Treasury Yields break out across the curve to…
September 21, 2023

US EQUITY INDICES LIKE SPX AND NASDAQ ARE NOW NEARING AUGUST LOWS, WHICH IS QUITE IM…
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…

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

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…
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…

More reports are available in the Research Library

Market IntelligenceFundstrat

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…
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 …

More reports are available in the Research Library

Digital AssetsSean Farrell

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…
2023 Annual Conference: Digital Assets Update
September 18, 2023
2023 Annual Conference: Digital Assets Update
September 18, 2023

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


GRANNY SHOTS: September Super Granny update. 
September 22, 2023
GRANNY SHOTS: September Super Granny update.Â…
September 22, 2023

_SLIDE DECK NOW AVAILABLE_: To view the slide deck for this month's Super Granny Upd…
3 reasons we think -2.5% decline is an over-reaction. “Higher for lo…
September 22, 2023
3 reasons we think -2.5% decline is an over-r…
September 22, 2023

_We publish on a 3-day a week schedule:_ _–_ Sun eve / Mon am _–_ _SKIP MON_ _ 
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_ _ 

More reports are available in the Research Library

Technical StrategyMark Newton, CMT


Treasury Yields break out across the curve to highest levels since 200…
September 21, 2023
Treasury Yields break out across the curve to…
September 21, 2023

US EQUITY INDICES LIKE SPX AND NASDAQ ARE NOW NEARING AUGUST LOWS, WHICH IS QUITE IM…
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…

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


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…
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 …

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 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


PolicyThomas Block


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…
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…

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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