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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

Expect Regional Banks and Biotechnology will also benefit as Small caps rally

US Equity indices are starting to move higher in tandem, with $SPX, $RSP, $DJIA and also $QQQ all showing gains of roughly +0.45%.  Small caps, however, have begun to lead the charge after last week’s breakout, and both...

ABBV
AMGN
CAT
DJIA
GS
HD
JNJ
KRE
LLY
MRK
QQQ
RSP
RSPH
SPX
UNG
UNH
XBI
XLF
XLV
July 15, 2024
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Mark L. Newton, CMT
Head of Technical Strategy

VIDEO FLASH: Despite +8% rally in the Russell 2000, institutional short interest is near record levels

VIDEO: We continue to expect a sizable positive rise in small-caps in the next 10 weeks, and history shows the bulk of the move is after week 2. Institutions still near record short on small-caps.

July 15, 2024
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Thomas Lee
Head of Research

Trump’s assassination attempt, convention, Biden’s future, Fed

This was going to be a week dominated by the Republican Convention, the renomination of former President Trump, and the highly anticipated announcement by Trump of his Vice-Presidential choice. While that will all happen, it will be just...

July 15, 2024
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L. Thomas Block
Washington Policy Strategist

5 reasons June CPI gave "green light" for small-caps to continue to rally. Failed assassination attempt against Trump positive for Bitcoin, Cyclicals.

VIDEO: The astonishingly low June CPI is giving the green light for small-caps to rally.  We discuss how large a rally we could expect (duration: 5:47).

AAPL
AIQ
AMD
AMZN
ANET
ARM
AXON
AXP
AYI
BLD
CARG
CAT
CDNS
CMG
COIN
COP
COST
CRM
CRWD
CVNA
DECK
DFH
EOG
EXP
FANG
FLS
GBX
GMS
GOOGL
GRMN
GWW
HCI
HIBB
HUBS
IBP
IJR
ISRG
IWM
JPM
KLAC
KRE
LLY
MARA
META
MLI
MPC
MSFT
NEU
NFLX
NOV
NOW
NSSC
NVDA
NVO
ODFL
ORCL
PANW
PLTR
PLUS
PSX
PYPL
REX
SEMR
SHAK
SMCI
SMLR
SPOT
TDG
TPX
TREE
TSLA
WING
WSM
XLF
XLI
ZS
July 14, 2024
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Thomas Lee
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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