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 Bull Case For Buying Companies With Moonshot Ambitions
“Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.” — Thomas A. Edison
Hardika Singh
Economic Strategist, Market IntelligenceTo Hike or Not to Hike
The Federal Reserve kept rates on hold at 3.5%–3.75% Wednesday for the fifth straight meeting. Unlike previous decisions however, a hold was far from guaranteed, as 3 of the more Hawkish members of the FOMC (Hammack, Kashkari, and...
Maximilian Motz AC
Research AssociateAI at Phase Value – Taking on Clinical Drug Trials
The previous Signal From Noise discussed the process by which potential new medicines and treatments are identified. Yet that only describes a third of the path. Before a drug developer – and patients – can benefit from a...
Kent Fung
Vice President, Market IntelligenceThe AI Play in Pharmaceuticals
After the past few years of AI hype and capital expenditure, investor attention is increasingly on concrete, real-world benefits of this new technology – both in terms of corporate bottom lines and benefits to humanity. When it comes...
Kent Fung
Vice President, Market IntelligenceBook a Meeting
Our dedicated sales team stands by, eager to facilitate a phone meeting. Have your questions answered firsthand and obtain insights directly from the source.