Over 80% of all managed assets worldwide read our research

A top-tier research boutique, Fundstrat delivers strategic market insights rooted in objective, evidence-based analysis. With a collective Wall Street experience spanning over a century, our team brings clarity and confidence to every market assessment.

Become our client

Institutional Client Services

Fundstrat is uniquely positioned to support the strategy of hedge funds and institutional money managers, harnessing our unparalleled expertise to provide actionable insights, strategies, and tailored solutions that resonate with their sophisticated needs. Equipped to amplify your investing prowess and drive your institution's growth, Fundstrat is the trusted partner of banks and hedge funds seeking a competitive edge.

Our Research

Macro Strategy

Thomas J. Lee, CFA

Technical Strategy

Mark L. Newton, CMT

Portfolio Strategy

Thomas J. Lee, CFA

Quantitative Strategy

Ken Xuan, CFA, FRM

U.S. Policy

L . Thomas Block

Digital Asset Strategy

Sean Farrell

Sector and Stock Recommendations

Latest Research

VIDEO FLASH: Fed not expected to raise rates Wed, but QT could resume. MU P/E is 5.3X now vs 12.6X in Nov 2025… sell-off in bottlenecks seems overdone

VIDEO: We would be surprised if the Fed hikes in the July meeting (Wed).  There is a possibility the Fed might again resume QT, but this is something Warsh discussed earlier this year.  As for the sell-off in...

MU
July 28, 2026
reserach-mark image
Thomas Lee, CFA AC
Head of Research

Fed not expected to raise rates Wed, but QT could resume. MU P/E is 5.3X now vs 12.6X in Nov 2025... sell-off in bottlenecks seems overdone

VIDEO: We would be surprised if the Fed hikes in the July meeting (Wed).  There is a possibility the Fed might again resume QT, but this is something Warsh discussed earlier this year.  As for the sell-off in...

CSCO
ETHA
IBIT
IWM
KRE
MAGS
MU
SMH
SPX
XLB
XLE
XLF
XLI
July 28, 2026
reserach-mark image
Thomas Lee, CFA AC
Head of Research

VIDEO FLASH: Semis sell-off again on Chinese chipmaker stories, but we continue to view today as more similar to 1997 (early). We also think odds of a July Fed hike are too high

VIDEO: Equities are entering the final week of July. And there has been weakness in the past week or so. We think the market has become too risk averse, and we believe the near-term risk/reward is improving. We...

July 27, 2026
reserach-mark image
Thomas Lee, CFA AC
Head of Research

Fed Meeting, Clarity Act Status 

The Federal Reserve meets this week to consider interest-rate policy. Despite inflation hovering above the Fed’s 2% target, the general expectation is that the committee will leave rates unchanged. This will be the second meeting chaired by the new Fed Chair Kevin Warsh. 

July 27, 2026
reserach-mark image
L. Thomas Block
Washington Policy Strategist
client image

Annual Market Outlooks

At Fundstrat, we understand the need for institutions to stay ahead of the market. Our annual outlooks, covering all research verticals, offer a clear overview of expected market trends. Accompanied by mid-year updates, these forecasts ensure that institutions have the timely insights needed to adjust their strategies, promoting robust decision-making throughout the year.

client image

The Benefits of Partnership

We believe that the most successful strategies are born of collaborative efforts. Partner with us for a bespoke blend of high-quality research and strategic insights tailored to your specific needs. Our partnership goes beyond simple reports: we commit ourselves to your success and work with you hand in hand to turn market challenges into investment opportunities.

Sector Positioning and Strategy

We go beyond mere analysis, offering targeted sector positioning and curated stock lists geared toward immediate action. Recognizing the specialized mandates and strategies of hedge funds and banks, our research pinpoints not just opportunities, but actionable pathways tailored to institutional needs. Steeped in rigorous analysis spanning multiple research dimensions, our insights allow financial firms to seamlessly integrate our recommendations, fortifying their strategies and staying ahead of market dynamics.

client image
client image

Client Portal

When creating our extensive research library, we stressed easy accessibility and seamless navigation. That’s why we offer a comprehensive library of tools designed to help our clients quickly locate pertinent information and put it to use. Central to this is our client dashboard – a user-friendly interface clients use to access, track, and manage all our insights, the better to leverage Fundstrat’s research in their decision-making.

Webinars and Conference Attendance

As part of our aim to provide comprehensive analysis and unparalleled insights, we host over 20 webinars annually. These sessions range from exclusive talks by guest speakers renowned in the financial world to in-depth explorations of technical strategies and macro trends. We also curate webinars addressing real-time market happenings or emergent financial events.

Contact sales
client image

Latest Webinars

Tue, Aug 11 2:00 ET

Mark Newton’s Live Technical Analysis – August 2026

Join us on Tuesday, August 11 at 2pm ET for Fundstrat’s monthly Live Technical Analysis webinar with Head of Technical Strategy Mark Newton, covering current market structure, near-term tactical opportunities, and live chart analysis on client-submitted names. This session will cover: • Mark Newton’s technical review of major indexes and sectors, including key levels and near-term market structure • Live technical analysis on client-submitted tickers: trend, support and resistance, and risk/reward on each name • Tactical setups and positioning considerations for the weeks ahead • Live Q&A with Mark Newton Can’t make it live? A replay will be available shortly after the webinar.

Tom Lee
Mark L. Newton, CMT

Head of Technical Strategy

Tue, Aug 18 2:00 ET

Crypto Market Update - August 2026

Join us Tuesday, August 18 at 2pm ET for Fundstrat’s monthly Crypto Market Update, bringing together Head of Digital Asset Strategy Sean Farrell and Head of Technical Strategy Mark Newton for an analysis of the historical precedent and technical outlook across major digital assets, and live member Q&A. This session will cover: • Sean Farrell’s historical and macro review of the crypto market, including on-chain data, liquidity conditions, and key catalysts • Mark Newton’s technical analysis on major digital assets, including key price levels and market structure • Relative exposure considerations across crypto assets and crypto-linked equities • Risk-management levels on Bitcoin, Ethereum, and Solana • Live Q&A with Sean Farrell and Mark Newton Can’t make it live? A replay will be available shortly after the webinar

Tom Lee
Mark L. Newton, CMT

Head of Technical Strategy

Tom Lee
Sean Farrell

Head of Digital Asset Strategy

Idea Calls

Ensuring a seamless synergy between our insights and your strategies, our dedicated sales team stands ready to coordinate idea calls directly with our analysts. These sessions are designed as in-depth discussions of our findings, allowing clients to align our research with their unique strategies and targets. By facilitating this direct dialogue, we ensure that your investment decisions are both informed and custom, resonating with the latest actionable market intelligence.

client image
client image

Institutional Passes: Amplifying Strategic Partnerships

Grant your institutional partners exclusive access to Fundstrat's expert-led webinars. Use our comprehensive research and market insights as the foundation of meaningful engagement and as proof of your commitment to shared financial aspirations. Fundstrat can help elevate your institutional collaborations and buttress your status as a thought leader. Share the expertise, fortify the alliance.

Bespoke Research

Sample of Tailored Research Solutions on Demand:

Download a Sample Report of Inflation Data

Upon special request – and coordinated via our sales team – we provide bespoke research for clients. Whether it’s to adjust existing models, consult on specific market conundrums, or develop new predictive frameworks, our team stands ready to offer expert insight and advice. Our aim is to ensure that our clients have the tools and knowledge they need to achieve their goals.

Contact sales
client image

Client Calls

Consistent communication is key to a successful partnership, which is why we host monthly calls to discuss our latest research and align our products with your evolving goals. Each call is an open dialogue, aiming for a better understanding of the market and your place in it.

Contact Us

contact-form image

Visit:

150 East 52nd St, 3rd Floor, New York, NY 10022

This is your default error. :)