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
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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
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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...
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Fundstrat Team
Latest Publications
Taking Care of Business
Bill Ackman drastically slashes fundraising target for U.S. fund IPO as Pershing Square USA distances itself from its CEO’s comments FT
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Fundstrat Team
Strike Out From The Crowd
"If you want to succeed, you should strike out on new paths rather than travel the worn paths of accepted success." — John D. Rockefeller
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Fundstrat Team
Small But Mighty
There are two notable developments this week: first, there is now "technical confirmation" of the small-cap breakout ("summer of small-caps") and second: new evidence that this is funded by a rotation out of large-caps.
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Fundstrat Team
Coming Up In The World
“It is every man's obligation to put back into the world at least the equivalent of what he takes out of it.” ― Albert Einstein
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Fundstrat Team
Book a Meeting
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Our dedicated sales team stands by, eager to facilitate a phone meeting. Have your questions answered firsthand and obtain insights directly from the source.