Our Publications
First To Market
Our First to Market daily note blends just-the-facts, before-opening-bell news with an overview of developing stories for a compelling picture of world markets in a compact, hard-hitting frame. We filter through the noise to bring you a real feel for the day's financial pulse.
- A detailed view of the most pivotal financial happenings of the day, to keep you in the loop
- Real-time price movements and analysis to help you gauge market sentiment
- The futures insights and market trends you need to know to make informed decisions
- Coverage of significant geopolitical events and their potential market impact
- A list of essential events every investor should know about to navigate the markets effectively
Signal From Noise
In a world brimming with data on technologies, companies, industries, and trends, SFN is a beacon of clarity and herald of opportunity. Amid the market’s cacophony, we hear the signal and amplify it in service of your sound investment decisions.
- In-depth analysis of current macro trends, helping you see the bigger picture
- Handpicked pivotal stocks that play an integral role in the market's narrative
- Various inputs – e.g. supply chains, distribution networks, development strategies – examined
- Examination of consumer and market behavior
- Clear, actionable insights rooted in complex market data and trend analysis
Sample Reports
Skip to the AI Beat
Stripe’s payment volume surged 25% to $1 trillion last year; business was cash-flow positive in 2023, revenue-automation now a ‘giant part’ of it
Fundstrat Team
Artificial Intelligence
“AI can benefit humanity in the form of free doctors, free tutors, free education, more media and entertainment, better wealth advisors and lawyers, more robotics, better digital health, better materials design; much better resource discovery: lithium, cobalt, nickel...
Fundstrat Team
Latest Publications
Memory Stocks’ Volatile Run is Good News For The Magnificent Seven
This year’s stock-market party has been almost entirely concentrated in semiconductor stocks, prompting many investors to question if it’s time to diversify into the Lag Seven, known as the Magnificent Seven in their heyday.
Hardika Singh
Economic Strategist, Market IntelligenceThe Warsh of Wall Street
The rate decision was the non-event everyone expected. The Fed held its benchmark rate steady at 3.50% to 3.75%. The statement and the dots got the immediate market reaction, but the more consequential development was what Warsh announced...
Alexa Sinsheimer AC and Max Motz AC
Fed Watch TeamGeneration X – Why Investors Should Care About the Slacker Generation
"You see us as you want to see us - in the simplest terms, in the most convenient definitions. But what we found out is that each one of us is a brain … and an athlete …...
Kent Fung
Vice President, Market IntelligenceMemory And Storage Stocks Are on a Tear. How Long Can The Good Times Last?
Memory and storage stocks have been a red-hot winning streak this year. But increasingly, many investors are worried that the rally has gotten too far, too fast.
Hardika Singh
Economic Strategist, Market IntelligenceBook a Meeting
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