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
The Post-Midterm Playbook
Elections belong to the people. It's their decision. If they decide to turn their back on the fire and burn their behinds, then they will just have to sit on their blisters.” ― Abraham Lincoln
Hardika Singh
Economic Strategist, Market IntelligenceThe Wait-and-See Approach
The Federal Reserve held its benchmark interest rate steady at 3.75%–4.00% Wednesday, opting to await additional economic data before its next policy decision. FOMC members Lisa Cook and Beth Hammack dissented the decision, both voting to hike rates...
Maximilian Motz AC
Research AssociatePhysical AI, Part II – The Brains Behind It All
Having discussed the physical aspects of an AI-controlled machine in our previous Signal to Noise, it's time to turn to the physical AI model itself. Such models are likely to be somewhat distinct from the LLMs with which...
Kent Fung
Vice President, Market IntelligencePhysical AI, Part I: the Mind-Body Connection
Fundstrat research has long highlighted the demographically driven labor shortage that has already begun to arise and is projected to intensify over the next few decades. We have long discussed how this acts as a driver for the...
Kent Fung
Vice President, Market IntelligenceBook a Meeting
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