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
CRISPR ― Improving Our Original Recipes
In 2020, Drs. Jennifer Doudna and Emmanuelle Charpentier won the Nobel Prize in Chemistry for developing the gene-editing tool known as CRISPR. In the words of the Nobel committee that honored Drs. Charpentier and Doudna, CRISPR has "reshaped...
Fundstrat Team
Where is the Economy Headed? Here’s What Six Weird Indicators Show.
The economy is confusing—not just for regular people but also for economists. Despite dedicating their entire lives to understanding and predicting it, they still get it wrong much of the time.
Fundstrat Team
Powell Leans Dovish with "Transitory" Base Case for Tariffs
The Federal Reserve announced no change to its benchmark rate Wednesday, emphasizing a cautious approach in the face of elevated economic uncertainty. Fed Chair Jerome Powell reinforced the committee’s stance that patience remains the best course of action...
Alexa Sinsheimer
Research AssociateThe AI Will See You Now
Artificial intelligence seems to be expanding everywhere—from hot tech sectors to even boring utilities. As such, some might assert that artificial intelligence is the future of health care.
Fundstrat Team
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