About the Strategist
Mark L. Newton, CMT – Head of Technical Strategy
As former managing member/owner of Newton Advisors LLC, Mark has more than 25 years of buy-side and sell-side experience in finance. Before Fundstrat, he worked with Diamondback Capital Management, and with Morgan Stanley in New York City as their technical strategist. Mark has traded equity options as a market maker/floor trader on the CBOE, and worked in risk management. He is a member of the Market Technicians Association, and former member of the CBOE, CBOT, and PHLX. Mark makes regular appearances on CNBC, FOX Business, and Bloomberg. Mark graduated with a BS in Finance from Virginia Tech in 1991, and obtained his Chartered Market Technician designation in 2002.
Our Approach
Trend Identification
On a daily, weekly, and monthly basis
Structural Analysis
Looking at former highs and lows as potentially important for resistance and/or support in trading over multiple time frames
Trendline Utilization
Drawing trendlines extending from the lowest lows to the low preceding the highest highs
Fibonacci Analysis
Using the concept of Fibonacci for retracements in both time and price terms for identifying possible areas of exhaustion
Momentum Analysis
Seeking stocks exhibiting positive momentum for long investments over multiple time frames
Volume Analysis
Noting heavy volume, or lack thereof, in conjunction with price gains to track the duration of a trend
Breadth
Studying the underlying health of a market, especially for broader indices
Ratio charts
Comparing a stock to its industry and/or to an underlying index, such as SPX
Relative Strength
Seeking out stocks exhibiting stellar strength and trading at/within striking distance of 52-week highs (for long stock selection)
Counter-Trend Analysis
Using Tom DeMark's indicators, such as TD Sequential and TD Combo, to identify strong trends possibly on the verge of reversing course: downside to upside or vice-versa
Cycles
Using cycle composites to understand the most commonly seen cycles dictating patterns of low-to-low or high-to-high to help identify highs and lows price-wise
Elliott Wave Theory
Elliott Wave projections can help forecast price targets, using previous highs/lows to identify whether a rally is new and impulsive or represents a counter-trend move
Astro-Analysis
Using cycles of the sun, moon, and the planets to pinpoint highs, lows, and trends for stocks and indices, both from a transiting to transiting standpoint, or transits to natal charts for analysis
Seasonality Studies
Seasonality studies to identify times of above-average strength and/or weakness based on historical trends
Sentiment Analysis
Using equity put/call ratios for indices or stocks and/or commonly used sentiment polls to track investor sentiment.
Research and Coverage
Reports
Daily Technical Strategy
Every day, we deliver precise strategies derived from technical analysis, guiding you on potential market moves and insights to position accordingly.
Russell 3k breadth data has shown excellent progress this week
The near-term trend for US Equities has turned back to positive, given that both SPX and QQQ have convincingly pushed back over last Thursday’s highs. While rebuilding the prior breadth and momentum will take time, this week’s sharp rally is certainly helpful,...
⚡️FlashInsights
In these rapid updates, our expert analysts provide insights on immediate market changes and technical patterns, ensuring you are always one step ahead in the fast-paced world of trading.
Mark L. Newton, CMT
Head of Technical StrategyLast Friday i discussed Homebuilders as being a viable option in this choppy environment and today's $XHB breakout helps to add some conviction to this rally. XHB today is breaking the entire downtrend from early September and is well up from earlier...
Mark L. Newton, CMT
Head of Technical StrategyAn odd but generally constructive start of the day. Stocks like $NVDA are falling hard and breaking down.. Yet others like $AAPL are breaking out and $GOOGL continues its tear higher. Both Equal-weighted SPX along with Small caps are showing excellent strength...
Weekly Roadmap
End your week with our "Weekly Roadmap", a summary that encapsulates our expert views and closing remarks for the week. This digest is crafted to bring all market happenings and our insights into one coherent context, ensuring you're well-informed and ready for the week ahead.
Stocks Surge Out of "November Chop"
“Learn from yesterday, live for today, look to tomorrow, rest this afternoon.” ― Charles M. Schulz, Charlie Brown's Little Book of Wisdom
Kent Fung
Vice President, Market IntelligenceMedia
Daily Technicals Video
Our webinars bring you face-to-face with our experts as they share the latest market trends and technical analysis, offering an opportunity to clarify your queries in real-time.
Russell 3k breadth data has shown excellent progress this week
The near-term trend for US Equities has turned back to positive, given that both SPX and QQQ have convincingly pushed back over last Thursday’s highs. While rebuilding the prior breadth and momentum will take time, this week’s sharp rally is certainly helpful,...
Annual Outlook
At the start of each year, our annual outlook provides a comprehensive analysis of existing and potential U.S. policies, forecasting their impact on financial markets and offering actionable strategies for the year ahead.
Markets in Turmoil: Assessing Where Things Stand
Join us on Monday, April 7 at 4:30 pm ET for a live market update webinar with Fundstrat’s Head of Research, Tom Lee.
Thomas Lee, CFA
Head of Research
Mark L. Newton, CMT
Head of Technical Strategy
L. Thomas Block
Washington Policy Strategist
Archives
Appearances Media Archives
Our researchers frequently appear across various media outlets, sharing their technical analysis and market insights. Our extensive archive ensures you have access to these valuable resources at your fingertips.
What is mean reversion and how to use it
10 months ago
CNBC Media Archives
We understand the importance of media in shaping market perceptions. Our archive of CNBC appearances provides a rich resource of insights shared by our researchers on this prestigious platform.
Long-term market trends remain in very good shape, says Fundstrat’s Mark Newton
10 months ago
Sample Reports
Technical Writeups of Super Granny-shot picks
Summary: I continue to see the US stock market as being attractive, technically speaking, and do not feel sufficient risk is there to warrant a selloff at this time. While price action has been a bit more subdued...
Mark L. Newton, CMT
Head of Technical StrategyFebruary 2024 Technical Outlook
FOR FULL REPORT, PLEASE CLICK HERE. WHAT LESSONS WE LEARNED FROM JANUARY: * SPX, NASDAQ rally back to new all-time highs was certainly a bullish development despite some evidence of breadth waning. Equal-weighted SPX, Russell 3k, nor Small...
Mark L. Newton, CMT
Head of Technical StrategyLatest Publications
Russell 3k breadth data has shown excellent progress this week
The near-term trend for US Equities has turned back to positive, given that both SPX and QQQ have convincingly pushed back over last Thursday’s highs. While rebuilding the prior breadth and momentum will take time, this week’s sharp...
Mark L. Newton, CMT
Head of Technical StrategyTransportation stocks and Homebuilders making progress
Near-term trend remains negative for SPX until 6770 can be exceeded, and despite the three-day bounce, more will be needed to help restore the technical health in US Equities after last week’s breakdown. This week’s bounce has proven encouraging...
Mark L. Newton, CMT
Head of Technical StrategyMedical Device names now breaking out to join Biotechnology
Near-term trend remains negative for SPX until 6770 can be exceeded, and despite the two-day bounce, more will be needed to help restore the technical health in US Equities after last week’s breakdown. SPX has now largely weakened enough...
Mark L. Newton, CMT
Head of Technical StrategyInsurance stocks and Homebuilders both have appeal in the weeks ahead
Markets remain in a tricky spot heading into Thanksgiving week, and today’s bounce failed to show sufficient improvement to think a low of any magnitude is yet in place. However, despite technical trends having turned negative this past...
Mark L. Newton, CMT
Head of Technical StrategyBook 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.