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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

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  • 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

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

Individual Investor

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  • 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

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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.
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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

VIDEO FLASH: Quiet day Monday and stocks drifted higher = good sign. Macro key this week, starting Tue

VIDEO: Today is one of the quietest day in markets since April 2 "tariff liberation day" and drifting higher is a good sign.

April 28, 2025
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Thomas Lee, CFA
Head of Research

Four “Mag 7” stocks report this week; Charts show these improving

Last week’s follow-through was critical towards helping Equities achieve some technical improvement in structure following the two back-to-back weeks of solid market breadth seen since the 4/7/25 low.  Short-term trends turned bullish, and daily momentum turned higher last week. Structurally,...

April 28, 2025
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Mark L. Newton, CMT
Head of Technical Strategy

Reconciliation, tariffs, and Ukraine at center stage

The House and Senate return to Washington after their two-week Easter and Passover break. Most members of Congress have sessions with constituents during these breaks and return to the Capitol with a fresh awareness of what is on...

April 28, 2025
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L. Thomas Block
Washington Policy Strategist

Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25

VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed out stocks like $TSLA $NVDA $MSTR (duration: 4:55).

AES
AMZN
APPL
BF
CAT
CDNS
CELH
COIN
COST
CRM
CROX
DG
DJT
DKNG
DLTR
DT
EIX
ENVA
ESTC
ETN
FLS
GRMN
HOOD
HUBS
HUM
INSP
LDOS
LKQ
LULU
LUV
LYFT
META
MKTX
MSFT
MSTR
NCLH
NET
NVDA
OSPN
PWR
PYPL
QCOM
RIVN
RKT
ROKU
SFM
SKWD
SMCI
SOFI
SPGI
SPOT
STZ
TDOC
TGT
TSLA
TWLO
UAL
VST
WBA
WBD
WING
WMT
April 27, 2025
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Thomas Lee, CFA
Head of Research

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

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Visit:

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

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