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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.

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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

6 reasons we see risk/reward shifting favorably for equities given oversold conditions

The 6% decline in equities since early April has been painful. And there are some who believe the "top is in" for 2024, and possibly a larger "top" (for those who think the Fed potentially now pivoting "hawkish")....

AAPL
AMD
AMZN
ANET
ASML
AXON
AXP
AYI
BLD
CARG
CAT
CDNS
CMG
COP
COST
CRM
CRWD
CVNA
DECK
DFH
EOG
EXP
FANG
FLS
GBX
GMS
GOOGL
GRMN
GWW
HCI
HIBB
HUBS
IBP
ISRG
JPM
KLAC
META
MLI
MPC
MSFT
NEU
NFLX
NOV
NOW
NSSC
NVDA
ODFL
ORCL
PANW
PLTR
PLUS
PSX
QQQ
REX
SEMR
SHAK
SMCI
SPOT
SPY
TDG
TPX
TREE
TSLA
TSMC
WING
WSM
ZS
April 21, 2024
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Thomas Lee
Head of Research

House Moves Forward with Supplemental Aid Bill

In a dramatic bipartisan move, Republicans and Democrats worked together to move the National Security Supplemental funding bill towards a House vote.

April 19, 2024
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L. Thomas Block
Washington Policy Strategist

5 signs the painful "de-leveraging" process might be nearing an end.

As many are aware, we have viewed the bleeding of stocks in the past two weeks as part of a painful de-leveraging process. This stems from the dual growing risks of (i) disappointment around inflation trends and (ii)...

AAPL
AMD
AMZN
ANET
AXON
AXP
AYI
BLD
CARG
CAT
CDNS
CMG
COP
COST
CRM
CRWD
CVNA
DECK
DFH
EOG
EXP
FANG
FLS
GBX
GMS
GOOGL
GRMN
GWW
HCI
HIBB
HUBS
IBP
ISRG
JPM
KLAC
META
MLI
MPC
MSFT
NEU
NFLX
NOV
NOW
NSSC
NVDA
ODFL
ORCL
PANW
PLTR
PLUS
PSX
REX
SEMR
SHAK
SMCI
SPOT
TDG
TPX
TREE
TSLA
WING
WSM
ZS
April 18, 2024
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Thomas Lee
Head of Research

Various Technical measures suggest a low should be close

As I am going to be traveling Thursday and Friday, there will be no Note or Video on either of those days.

April 17, 2024
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Mark L. Newton, CMT
Head of Technical Strategy
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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.

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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.

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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.

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Latest Webinars

Thu, May 9 2:00 ET

Zeta: The AI-Powered Marketing Cloud Making Sophisticated Marketing Simple

– Learn about the current marketing landscape, where fragmented tools, processes, and poorly integrated customer data hinder the creation of compelling marketing campaigns – Gain insight into how Zeta leverages a proprietary data cloud with a powerful generative AI engine to revolutionize what a marketing platform can do -Discover how AI is poised to disrupt the traditional marketing landscape from leaders in the technology and marketing space

Tom Lee
Thomas J. Lee, CFA

Head of Research

Tom Lee
David Steinberg

Co-Founder, Chairman & CEO Zeta Global

Tom Lee
Chris Greiner

Wed, Apr 17 2:00 ET

Tom Lee’s Granny Shots Stock List & Market Update – April 2024

We will provide the monthly update to our Super Granny Shots, as Tom Lee once again provides a comprehensive deep dive into the names we like the most in today’s market landscape. Can’t make it? We have you covered – as usual, a replay will be provided to clients and members shortly afterwards. Stock List / Stock Reference: Super Granny Shots / Super Grannies Sleeper Granny Shots / Sleeper Grannies SMID Granny Shots / SMID Grannies Super SMID Granny Shots / Super SMID Grannies

Tom Lee
Thomas J. Lee, CFA

Head of Research

Tom Lee
Mark L. Newton, CMT

Head of Technical 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.

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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.

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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.

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