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
Have Gold Prices Peaked?
Gold’s relentless, parabolic rise was once considered unthinkable by anyone who’s not a goldbug, but that is no longer the case. Even regular investors now are battling the feeling of missing out, wondering if it’s too late to...
Hardika Singh
Economic Strategist, Market IntelligenceFOMC Holds Line, So Do Markets
As expected, the Federal Reserve on Jan. 28, 2026 maintained its benchmark policy rate at 3.50-3.75%. The decision was not unanimous, as two of the most dovish Fed chairs, Waller and Miran, dissented in favor of a 25bp...
Maximilian Motz
Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman
“Nature isn’t classical, damnit, and if you want to make a simulation of nature, you’d better make it quantum mechanical." – Richard Feynman
Kent Fung
Vice President, Market IntelligenceBeyond Quantum Supremacy: a Look at the So-Called Quantum-Stock Gold Rush
“Quantum mechanics is counterintuitive. Its logic is very different from the logic we experience in our everyday life." – Michel Devoret, Nobel Laureate in Physics 2025
Kent Fung
Vice President, Market IntelligenceBook a Meeting
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